|
51
|
Aspiriant LLC
Los Angeles,
California
|
$29M
|
-$94.7K
|
-2,480
|
-0.3%
|
|
|
52
|
Merriman Wealth Management
Seattle,
Washington
|
$28.1M
|
-$817K
|
-21,400
|
-3%
|
|
|
53
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$27.8M
|
+$1.13M
|
+29,553
|
+5%
|
|
|
54
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.1M
|
+$183K
|
+4,797
|
+0.7%
|
|
|
55
|
Meritas Wealth Management
Larkspur,
California
|
$26.4M
|
-$294K
|
-7,709
|
-1%
|
|
|
56
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.7M
|
-$608K
|
-15,910
|
-2%
|
|
|
57
|
FMFE Wealth Management
Syracuse,
New York
|
$24.3M
|
+$1.41K
|
+37
|
+0%
|
|
|
58
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$24.3M
|
+$726K
|
+19,002
|
+3%
|
|
|
59
|
Root Financial Partners
Encinitas,
California
|
$24.2M
|
+$5.15M
|
+134,785
|
+29%
|
|
|
60
|
TFO Wealth Partners
Maumee,
Ohio
|
$24.2M
|
-$1.37M
|
-35,860
|
-6%
|
|
|
61
|
WorthPointe
La Jolla,
California
|
$24.1M
|
-$52.3K
|
-1,368
|
-0.2%
|
|
|
62
|
1900 Wealth Management
San Antonio,
Texas
|
$23.9M
|
-$195K
|
-5,105
|
-0.9%
|
|
|
63
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$23.9M
|
-$1.09M
|
-28,518
|
-5%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.4M
|
+$1.56M
|
+40,718
|
+8%
|
|
|
65
|
Bayshore Asset Management
Coral Gables,
Florida
|
$22.4M
|
-$331K
|
-8,673
|
-2%
|
|
|
66
|
Capital Performance Advisors
Walnut Creek,
California
|
$21.7M
|
-$74.1K
|
-1,941
|
-0.4%
|
|
|
67
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$21.1M
|
-$196K
|
-5,137
|
-1%
|
|
|
68
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.4M
|
-$65.7K
|
-1,720
|
-0.3%
|
|
|
69
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.1M
|
+$7.73M
|
+202,380
|
+70%
|
|
|
70
|
Investmark Advisory Group
Shelton,
Connecticut
|
$19.1M
|
+$313K
|
+8,204
|
+2%
|
|
|
71
|
Dopkins Wealth Management
Williamsville,
New York
|
$18M
|
+$905K
|
+23,701
|
+6%
|
|
|
72
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$17.9M
|
+$17.3K
|
+454
|
+0.1%
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
$17.8M
|
+$123K
|
+3,222
|
+0.7%
|
|
|
74
|
Apella Capital
West Hartford,
Connecticut
|
$17.5M
|
-$143K
|
-3,741
|
-0.9%
|
|
|
75
|
Ruedi Wealth Management
Champaign,
Illinois
|
$17.4M
|
-$208K
|
-5,447
|
-1%
|
|
