|
51
|
Mission Wealth Management
Santa Barbara,
California
|
$39.4M
|
+$125K
|
+2,390
|
+0.3%
|
|
|
52
|
Richard Young Associates
Augusta,
Georgia
|
$39M
|
-$83.8K
|
-1,596
|
-0.2%
|
|
|
53
|
Aspiriant LLC
Los Angeles,
California
|
$38.9M
|
-$57.2K
|
-1,089
|
-0.2%
|
|
|
54
|
Allworth Financial
Folsom,
California
|
$38.8M
|
-$21M
|
-399,205
|
-36%
|
|
|
55
|
Tillman Hartley LLC
Denver,
Colorado
|
$38.6M
|
-$492K
|
-9,372
|
-1%
|
|
|
56
|
Planning Center Inc
Moline,
Illinois
|
$38.5M
|
-$641K
|
-12,213
|
-2%
|
|
|
57
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$38.4M
|
-$459K
|
-8,739
|
-1%
|
|
|
58
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.5M
|
-$3.52M
|
-66,976
|
-9%
|
|
|
59
|
Wealth Architects
Mountain View,
California
|
$37.4M
|
-$1.11M
|
-21,098
|
-3%
|
|
|
60
|
Mariner
Overland Park,
Kansas
|
$37.1M
|
-$2.85M
|
-54,212
|
-7%
|
|
|
61
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$36.7M
|
-$1.07M
|
-20,347
|
-3%
|
|
|
62
|
Cardiff Park Advisors
Carlsbad,
California
|
$34.8M
|
-$486K
|
-9,264
|
-1%
|
|
|
63
|
McLean Asset Management
Tysons,
Virginia
|
$33.4M
|
-$760K
|
-14,471
|
-2%
|
|
|
64
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.2M
|
-$1.2M
|
-22,828
|
-4%
|
|
|
65
|
Three Arch Wealth Management
Irvine,
California
|
$32.9M
|
-$134K
|
-2,557
|
-0.4%
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$32M
|
+$1.12M
|
+21,336
|
+4%
|
|
|
67
|
RW Investment Management
Eagle,
Idaho
|
$31.7M
|
-$616K
|
-11,723
|
-2%
|
|
|
68
|
AQR Capital Management
Greenwich,
Connecticut
|
$31M
|
+$6.17M
|
+117,577
|
+26%
|
|
|
69
|
M Holdings Securities
Portland,
Oregon
|
$30.7M
|
-$11.1M
|
-212,032
|
-28%
|
|
|
70
|
Meritas Wealth Management
Larkspur,
California
|
$30.6M
|
-$175K
|
-3,332
|
-0.6%
|
|
|
71
|
TFO Wealth Partners
Maumee,
Ohio
|
$30.4M
|
-$322K
|
-6,135
|
-1%
|
|
|
72
|
WPWealth
Fort Worth,
Texas
|
$30.1M
|
-$2.78M
|
-52,915
|
-9%
|
|
|
73
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$29.9M
|
-$1.66M
|
-31,623
|
-5%
|
|
|
74
|
LRI Investments
Palm Beach Gardens,
Florida
|
$29.8M
|
-$100K
|
-1,912
|
-0.4%
|
|
|
75
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$29.4M
|
-$498K
|
-9,482
|
-2%
|
|
