|
51
|
1900 Wealth Management
San Antonio,
Texas
|
$23.7M
|
-$735K
|
-21,477
|
-3%
|
|
|
52
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$23.6M
|
-$1.53M
|
-44,788
|
-6%
|
|
|
53
|
Aspiriant LLC
Los Angeles,
California
|
$23.4M
|
-$335K
|
-9,775
|
-1%
|
|
|
54
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$23.2M
|
+$48.9K
|
+1,427
|
+0.2%
|
|
|
55
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.1M
|
+$11.2M
|
+326,818
|
+98%
|
|
|
56
|
TFO Wealth Partners
Maumee,
Ohio
|
$21.6M
|
-$135M
|
-3,935,865
|
-86%
|
|
|
57
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$20M
|
+$454K
|
+13,260
|
+2%
|
|
|
58
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$19.4M
|
-$50.4K
|
-1,472
|
-0.3%
|
|
|
59
|
Bayshore Asset Management
Coral Gables,
Florida
|
$19.1M
|
+$361K
|
+10,549
|
+2%
|
|
|
60
|
WorthPointe
La Jolla,
California
|
$18.6M
|
+$716K
|
+20,903
|
+4%
|
|
|
61
|
Steward Financial Group
Colleyville,
Texas
|
$17.8M
|
+$1.2M
|
+34,948
|
+7%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.8M
|
-$743K
|
-21,705
|
-4%
|
|
|
63
|
Bridgeworth
Birmingham,
Alabama
|
$17.3M
|
+$12.8M
|
+374,002
|
+262%
|
|
|
64
|
RW Investment Management
Eagle,
Idaho
|
$17.3M
|
+$8.66M
|
+252,984
|
+96%
|
|
|
65
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$17.2M
|
+$1.62M
|
+47,358
|
+10%
|
|
|
66
|
Capital Performance Advisors
Walnut Creek,
California
|
$17.2M
|
-$14.3K
|
-417
|
-0.1%
|
|
|
67
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
+$4.28M
|
+125,078
|
+34%
|
|
|
68
|
Kooman & Associates
Altoona,
Pennsylvania
|
$16.3M
|
+$13.6M
|
+396,544
|
+444%
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$15.2M
|
-$247K
|
-7,201
|
-2%
|
|
|
70
|
Investmark Advisory Group
Shelton,
Connecticut
|
$14.8M
|
+$97.2K
|
+2,840
|
+0.6%
|
|
|
71
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$14.6M
|
-$679K
|
-19,826
|
-4%
|
|
|
72
|
Ruedi Wealth Management
Champaign,
Illinois
|
$14.3M
|
-$276K
|
-8,070
|
-2%
|
|
|
73
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$14.2M
|
+$152K
|
+4,430
|
+1%
|
|
|
74
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$13.2M
|
-$7.7K
|
-225
|
-0.1%
|
|
|
75
|
Larson Financial Group
St Louis,
Missouri
|
$13.1M
|
+$8.08K
|
+236
|
+0.1%
|
|
