|
51
|
Wealth Architects
Mountain View,
California
|
$30.9M
|
+$736K
|
+18,320
|
+3%
|
|
|
52
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.8M
|
-$679K
|
-16,914
|
-2%
|
|
|
53
|
Allworth Financial
Folsom,
California
|
$30.7M
|
-$82K
|
-2,043
|
-0.3%
|
|
|
54
|
Aspiriant LLC
Los Angeles,
California
|
$30.5M
|
+$728K
|
+18,118
|
+3%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$30.2M
|
+$7.49M
|
+186,514
|
+35%
|
|
|
56
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$30.1M
|
+$69.2K
|
+1,724
|
+0.2%
|
|
|
57
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$29.9M
|
+$252K
|
+6,272
|
+0.9%
|
|
|
58
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$29.3M
|
+$595K
|
+14,808
|
+2%
|
|
|
59
|
McLean Asset Management
Tysons,
Virginia
|
$29M
|
-$421K
|
-10,474
|
-2%
|
|
|
60
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$28.5M
|
-$2.2M
|
-54,784
|
-8%
|
|
|
61
|
Symmetry Partners
Glastonbury,
Connecticut
|
$27.3M
|
-$1.27M
|
-31,743
|
-5%
|
|
|
62
|
Premier Financial Group
Eureka,
California
|
$25.4M
|
+$23.7M
|
+589,956
|
New
|
|
|
63
|
Mission Wealth Management
Santa Barbara,
California
|
$25M
|
+$201K
|
+5,001
|
+0.9%
|
|
|
64
|
Mather Group
Chicago,
Illinois
|
$25M
|
-$1.29M
|
-32,034
|
-5%
|
|
|
65
|
Meritas Wealth Management
Larkspur,
California
|
$24.9M
|
-$408K
|
-10,154
|
-2%
|
|
|
66
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$24.9M
|
+$216K
|
+5,367
|
+0.9%
|
|
|
67
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24.2M
|
-$591K
|
-14,721
|
-3%
|
|
|
68
|
LRI Investments
Palm Beach Gardens,
Florida
|
$23.2M
|
+$792K
|
+19,733
|
+4%
|
|
|
69
|
TFO Wealth Partners
Maumee,
Ohio
|
$23.2M
|
+$34.6K
|
+862
|
+0.2%
|
|
|
70
|
Capital Performance Advisors
Walnut Creek,
California
|
$23M
|
+$271K
|
+6,739
|
+1%
|
|
|
71
|
WorthPointe
La Jolla,
California
|
$22.6M
|
+$56.2K
|
+1,400
|
+0.3%
|
|
|
72
|
1900 Wealth Management
San Antonio,
Texas
|
$22.4M
|
-$539K
|
-13,428
|
-2%
|
|
|
73
|
Bayshore Asset Management
Coral Gables,
Florida
|
$21.5M
|
-$428K
|
-10,653
|
-2%
|
|
|
74
|
American Investment Services
Great Barrington,
Massachusetts
|
$21M
|
-$14.2M
|
-353,259
|
-42%
|
|
|
75
|
WPWealth
Fort Worth,
Texas
|
$20.5M
|
+$5.72M
|
+142,511
|
+42%
|
|
