|
51
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$29.3M
|
-$987K
|
-23,515
|
-3%
|
|
|
52
|
Aspiriant LLC
Los Angeles,
California
|
$28.9M
|
+$277K
|
+6,603
|
+0.9%
|
|
|
53
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.9M
|
+$144K
|
+3,440
|
+0.5%
|
|
|
54
|
Allworth Financial
Folsom,
California
|
$28.6M
|
-$566K
|
-13,490
|
-2%
|
|
|
55
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$28.1M
|
+$316K
|
+7,538
|
+1%
|
|
|
56
|
Symmetry Partners
Glastonbury,
Connecticut
|
$27.9M
|
-$1.87M
|
-44,536
|
-6%
|
|
|
57
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$27.9M
|
+$964K
|
+22,975
|
+4%
|
|
|
58
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$27.1M
|
+$53.1K
|
+1,265
|
+0.2%
|
|
|
59
|
Financial Engines Advisors
Santa Clara,
California
|
$26.2M
|
-$428K
|
-10,191
|
-2%
|
|
|
60
|
Mather Group
Chicago,
Illinois
|
$25.7M
|
+$12.7M
|
+302,339
|
+94%
|
|
|
61
|
McLean Asset Management
Tysons,
Virginia
|
$24.8M
|
-$815K
|
-19,411
|
-3%
|
|
|
62
|
Meritas Wealth Management
Larkspur,
California
|
$24.7M
|
-$492K
|
-11,729
|
-2%
|
|
|
63
|
Mission Wealth Management
Santa Barbara,
California
|
$24.2M
|
+$897K
|
+21,367
|
+4%
|
|
|
64
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24.2M
|
-$490K
|
-11,677
|
-2%
|
|
|
65
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$24M
|
+$1.52M
|
+36,171
|
+7%
|
|
|
66
|
TFO Wealth Partners
Maumee,
Ohio
|
$22.6M
|
-$223K
|
-5,312
|
-1%
|
|
|
67
|
1900 Wealth Management
San Antonio,
Texas
|
$22.4M
|
-$377K
|
-8,982
|
-2%
|
|
|
68
|
Capital Performance Advisors
Walnut Creek,
California
|
$22.1M
|
+$110K
|
+2,625
|
+0.5%
|
|
|
69
|
WorthPointe
La Jolla,
California
|
$22M
|
-$1.92M
|
-45,661
|
-8%
|
|
|
70
|
LRI Investments
Palm Beach Gardens,
Florida
|
$21.8M
|
+$21.3M
|
+507,728
|
+2,268%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$21.7M
|
+$3.63M
|
+86,544
|
+20%
|
|
|
72
|
Bayshore Asset Management
Coral Gables,
Florida
|
$21.4M
|
+$124K
|
+2,946
|
+0.6%
|
|
|
73
|
Investmark Advisory Group
Shelton,
Connecticut
|
$20.9M
|
+$222K
|
+5,292
|
+1%
|
|
|
74
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$19.7M
|
-$9.74K
|
-232
|
-0%
|
|
|
75
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$19.7M
|
-$110K
|
-2,615
|
-0.5%
|
|
