|
51
|
Aspiriant LLC
Los Angeles,
California
|
$29.1M
|
-$463K
|
-11,452
|
-2%
|
|
|
52
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$28.7M
|
-$62.2K
|
-1,540
|
-0.2%
|
|
|
53
|
Merriman Wealth Management
Seattle,
Washington
|
$27.8M
|
-$465K
|
-11,507
|
-2%
|
|
|
54
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$27.5M
|
+$751K
|
+18,574
|
+3%
|
|
|
55
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$27M
|
+$3.17M
|
+78,504
|
+14%
|
|
|
56
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$26.4M
|
+$25.6M
|
+633,122
|
New
|
|
|
57
|
Meritas Wealth Management
Larkspur,
California
|
$26.3M
|
+$187K
|
+4,633
|
+0.7%
|
|
|
58
|
Symmetry Partners
Glastonbury,
Connecticut
|
$25.5M
|
-$22.6M
|
-558,444
|
-48%
|
|
|
59
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.4M
|
-$453K
|
-11,204
|
-2%
|
|
|
60
|
WorthPointe
La Jolla,
California
|
$24.4M
|
-$30.6K
|
-758
|
-0.1%
|
|
|
61
|
1900 Wealth Management
San Antonio,
Texas
|
$23.6M
|
-$176K
|
-4,356
|
-0.8%
|
|
|
62
|
TFO Wealth Partners
Maumee,
Ohio
|
$23.4M
|
-$1.02M
|
-25,150
|
-4%
|
|
|
63
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$23.1M
|
+$10.5M
|
+260,155
|
+88%
|
|
|
64
|
Capital Performance Advisors
Walnut Creek,
California
|
$22.2M
|
+$271K
|
+6,710
|
+1%
|
|
|
65
|
Bayshore Asset Management
Coral Gables,
Florida
|
$21.8M
|
-$872K
|
-21,580
|
-4%
|
|
|
66
|
Investmark Advisory Group
Shelton,
Connecticut
|
$20.4M
|
+$462K
|
+11,422
|
+2%
|
|
|
67
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.4M
|
-$226K
|
-5,581
|
-1%
|
|
|
68
|
Apella Capital
West Hartford,
Connecticut
|
$20.3M
|
-$177K
|
-4,376
|
-0.9%
|
|
|
69
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$19.9M
|
-$386K
|
-9,553
|
-2%
|
|
|
70
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$19M
|
+$633K
|
+15,657
|
+4%
|
|
|
71
|
Allworth Financial
Folsom,
California
|
$18.7M
|
+$1.36M
|
+33,774
|
+8%
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$18.6M
|
+$45.1K
|
+1,116
|
+0.3%
|
|
|
73
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$18.2M
|
+$14.6K
|
+361
|
+0.1%
|
|
|
74
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.9M
|
-$3.13M
|
-77,460
|
-15%
|
|
|
75
|
Farther Finance Advisors
San Francisco,
California
|
$17.7M
|
+$10.1M
|
+248,793
|
+141%
|
|
