|
51
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.3M
|
-$78.9K
|
-1,860
|
-0.3%
|
|
|
52
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$29.3M
|
+$2.38M
|
+56,189
|
+9%
|
|
|
53
|
McLean Asset Management
Tysons,
Virginia
|
$28.8M
|
-$398K
|
-9,371
|
-1%
|
|
|
54
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.6M
|
-$12M
|
-282,418
|
-29%
|
|
|
55
|
Aspiriant LLC
Los Angeles,
California
|
$28.5M
|
-$102K
|
-2,394
|
-0.3%
|
|
|
56
|
Wealth Architects
Mountain View,
California
|
$28.2M
|
-$536K
|
-12,620
|
-2%
|
|
|
57
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$27.6M
|
-$586K
|
-13,814
|
-2%
|
|
|
58
|
Timonier Family Office
Winston Salem,
North Carolina
|
$27M
|
+$28M
|
+660,608
|
New
|
|
|
59
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$26.9M
|
+$331K
|
+7,810
|
+1%
|
|
|
60
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$26.8M
|
+$904K
|
+21,291
|
+3%
|
|
|
61
|
Merriman Wealth Management
Seattle,
Washington
|
$26.5M
|
-$895K
|
-21,083
|
-3%
|
|
|
62
|
Financial Engines Advisors
Santa Clara,
California
|
$26.4M
|
+$10.3M
|
+241,699
|
+60%
|
|
|
63
|
Meritas Wealth Management
Larkspur,
California
|
$25M
|
-$831K
|
-19,569
|
-3%
|
|
|
64
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24.5M
|
-$457K
|
-10,759
|
-2%
|
|
|
65
|
WorthPointe
La Jolla,
California
|
$23.7M
|
-$227K
|
-5,351
|
-0.9%
|
|
|
66
|
Mission Wealth Management
Santa Barbara,
California
|
$23.2M
|
+$21.9M
|
+516,172
|
+1,034%
|
|
|
67
|
TFO Wealth Partners
Maumee,
Ohio
|
$22.6M
|
-$362K
|
-8,539
|
-2%
|
|
|
68
|
1900 Wealth Management
San Antonio,
Texas
|
$22.6M
|
-$616K
|
-14,512
|
-3%
|
|
|
69
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$22.4M
|
-$346K
|
-8,140
|
-1%
|
|
|
70
|
Capital Performance Advisors
Walnut Creek,
California
|
$21.8M
|
+$65.1K
|
+1,533
|
+0.3%
|
|
|
71
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.4M
|
+$4.02M
|
+94,768
|
+22%
|
|
|
72
|
Bayshore Asset Management
Coral Gables,
Florida
|
$21.1M
|
-$331K
|
-7,810
|
-1%
|
|
|
73
|
Investmark Advisory Group
Shelton,
Connecticut
|
$20.5M
|
+$478K
|
+11,271
|
+2%
|
|
|
74
|
Apella Capital
West Hartford,
Connecticut
|
$19.9M
|
-$146K
|
-3,428
|
-0.7%
|
|
|
75
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$19.7M
|
-$329K
|
-7,757
|
-2%
|
|
