|
26
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$25.8M
|
-$199K
|
-4,808
|
-0.7%
|
|
|
27
|
Integris Wealth Management
Monterey,
California
|
$25.1M
|
-$114K
|
-2,749
|
-0.4%
|
|
|
28
|
William Mack & Associates
Troy,
Michigan
|
$23.6M
|
+$8.96M
|
+216,141
|
+58%
|
|
|
29
|
Modera Wealth Management
Westwood,
New Jersey
|
$23.6M
|
+$2.57M
|
+61,884
|
+12%
|
|
|
30
|
Capital Performance Advisors
Walnut Creek,
California
|
$21.7M
|
+$1.07M
|
+25,842
|
+5%
|
|
|
31
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$21.7M
|
-$33.1K
|
-797
|
-0.1%
|
|
|
32
|
Rather & Kittrell
Knoxville,
Tennessee
|
$21.6M
|
+$980K
|
+23,621
|
+5%
|
|
|
33
|
NorthAvenue LLC
Columbus,
Ohio
|
$21.5M
|
-$392K
|
-9,462
|
-2%
|
|
|
34
|
Sequoia Financial Advisors
Akron,
Ohio
|
$21.4M
|
+$973K
|
+23,467
|
+5%
|
|
|
35
|
Financial Harvest
Winter Park,
Florida
|
$21.3M
|
+$1.27M
|
+30,727
|
+6%
|
|
|
36
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$20.7M
|
–
|
–
|
–
|
|
|
37
|
Raymond James Financial
St Petersburg,
Florida
|
$19.7M
|
+$1.46M
|
+35,147
|
+8%
|
|
|
38
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$19.4M
|
+$988K
|
+23,824
|
+5%
|
|
|
39
|
Quantum Financial Advisors
El Segundo,
California
|
$19.3M
|
+$1.03M
|
+24,715
|
+5%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.9M
|
+$1.96M
|
+47,252
|
+11%
|
|
|
41
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$18.8M
|
+$639K
|
+15,407
|
+3%
|
|
|
42
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18M
|
+$2.91M
|
+70,252
|
+19%
|
|
|
43
|
MB Generational Wealth
Spokane,
Washington
|
$17.8M
|
+$145K
|
+3,499
|
+0.8%
|
|
|
44
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$17.5M
|
+$585K
|
+14,112
|
+3%
|
|
|
45
|
KEB Asset Management
Springfield,
Illinois
|
$17.1M
|
-$32.6K
|
-787
|
-0.2%
|
|
|
46
|
LRI Investments
Palm Beach Gardens,
Florida
|
$16.6M
|
-$176K
|
-4,232
|
-1%
|
|
|
47
|
von Borstel & Associates
The Dalles,
Oregon
|
$16.5M
|
+$768K
|
+18,528
|
+5%
|
|
|
48
|
|
$16.2M
|
+$1.14M
|
+27,548
|
+7%
|
|
|
49
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.5M
|
-$9.71K
|
-234
|
-0.1%
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$15.4M
|
+$15.9M
|
+382,314
|
+50,107%
|
|
