|
26
|
Evergreen Capital Management
Bellevue,
Washington
|
$32.7M
|
-$6.61M
|
-227,298
|
-17%
|
|
|
27
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$32.3M
|
+$1.26M
|
+43,268
|
+4%
|
|
|
28
|
|
$30.7M
|
+$30.7M
|
+1,057,054
|
New
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.5M
|
+$817K
|
+28,110
|
+3%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$29.1M
|
+$16.8M
|
+577,906
|
+136%
|
|
|
31
|
Park Avenue Securities
New York
|
$28.9M
|
+$399K
|
+13,719
|
+1%
|
|
|
32
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$28.2M
|
+$465K
|
+15,999
|
+2%
|
|
|
33
|
Creative Financial Designs
Kokomo,
Indiana
|
$26.5M
|
+$88.3K
|
+3,036
|
+0.3%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.9M
|
-$29.1M
|
-999,695
|
-54%
|
|
|
35
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$23.2M
|
-$436
|
-15
|
-0%
|
|
|
36
|
Nelson Capital Management
Menlo Park,
California
|
$22.7M
|
-$409K
|
-14,065
|
-2%
|
|
|
37
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$21.1M
|
+$553K
|
+19,031
|
+3%
|
|
|
38
|
|
$20.8M
|
+$3.41M
|
+117,136
|
+19%
|
|
|
39
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$20.6M
|
+$5.37M
|
+184,866
|
+35%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.4M
|
-$2.12M
|
-72,913
|
-9%
|
|
|
41
|
One Day In July LLC
Burlington,
Vermont
|
$20M
|
+$2.85M
|
+98,029
|
+17%
|
|
|
42
|
Willow Creek Wealth Management
Sebastopol,
California
|
$19.8M
|
+$1.24M
|
+42,610
|
+7%
|
|
|
43
|
L.J. Altfest & Co
New York
|
$19.1M
|
+$527K
|
+18,114
|
+3%
|
|
|
44
|
Castleark Management
Chicago,
Illinois
|
$17.6M
|
+$17.7M
|
+607,790
|
New
|
|
|
45
|
Bailard
Foster City,
California
|
$17.5M
|
+$4.8M
|
+165,208
|
+38%
|
|
|
46
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$17M
|
+$476K
|
+16,381
|
+3%
|
|
|
47
|
Capital Group Private Client Services
Los Angeles,
California
|
$16.3M
|
+$232K
|
+7,991
|
+1%
|
|
|
48
|
Trilogy Capital
Irvine,
California
|
$15.4M
|
-$748K
|
-25,729
|
-5%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.3M
|
-$16.9M
|
-582,499
|
-53%
|
|
|
50
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15M
|
+$70.8K
|
+2,435
|
+0.5%
|
|
