|
26
|
Integris Wealth Management
Monterey,
California
|
$24.8M
|
-$573K
|
-14,161
|
-2%
|
|
|
27
|
Index Fund Advisors
Irvine,
California
|
$24.7M
|
+$1.7M
|
+42,118
|
+7%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$22.5M
|
+$13.1M
|
+324,641
|
+132%
|
|
|
29
|
NorthAvenue LLC
Columbus,
Ohio
|
$21.5M
|
+$18.7K
|
+463
|
+0.1%
|
|
|
30
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$21.3M
|
+$615K
|
+15,196
|
+3%
|
|
|
31
|
Modera Wealth Management
Westwood,
New Jersey
|
$20.7M
|
+$93.5K
|
+2,310
|
+0.4%
|
|
|
32
|
Rather & Kittrell
Knoxville,
Tennessee
|
$20.3M
|
+$195K
|
+4,830
|
+0.9%
|
|
|
33
|
Capital Performance Advisors
Walnut Creek,
California
|
$20.3M
|
+$1.12M
|
+27,582
|
+6%
|
|
|
34
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.1M
|
+$561K
|
+13,871
|
+3%
|
|
|
35
|
Financial Harvest
Winter Park,
Florida
|
$19.7M
|
+$698K
|
+17,265
|
+4%
|
|
|
36
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$19.6M
|
+$1.34M
|
+33,001
|
+7%
|
|
|
37
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$18.1M
|
-$979K
|
-24,198
|
-5%
|
|
|
38
|
Quantum Financial Advisors
El Segundo,
California
|
$18M
|
-$316K
|
-7,806
|
-2%
|
|
|
39
|
Raymond James Financial
St Petersburg,
Florida
|
$18M
|
+$9.88M
|
+244,183
|
+115%
|
|
|
40
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$17.9M
|
-$16.7M
|
-413,718
|
-48%
|
|
|
41
|
MB Generational Wealth
Spokane,
Washington
|
$17.4M
|
+$188K
|
+4,644
|
+1%
|
|
|
42
|
KEB Asset Management
Springfield,
Illinois
|
$16.8M
|
+$612K
|
+15,138
|
+4%
|
|
|
43
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$16.7M
|
-$818K
|
-20,224
|
-5%
|
|
|
44
|
LRI Investments
Palm Beach Gardens,
Florida
|
$16.5M
|
-$206K
|
-5,096
|
-1%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.4M
|
-$8.21M
|
-202,975
|
-33%
|
|
|
46
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$16.1M
|
-$2.49M
|
-61,557
|
-13%
|
|
|
47
|
von Borstel & Associates
The Dalles,
Oregon
|
$15.5M
|
-$1.51M
|
-37,445
|
-9%
|
|
|
48
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.3M
|
+$595K
|
+14,710
|
+4%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.9M
|
-$313K
|
-7,726
|
-2%
|
|
|
50
|
|
$14.8M
|
+$579K
|
+14,309
|
+4%
|
|
