|
51
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$8.58M
|
-$166K
|
-3,122
|
-2%
|
|
|
52
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$8.4M
|
+$924K
|
+17,400
|
+12%
|
|
|
53
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$8.33M
|
+$3.01M
|
+56,677
|
+56%
|
|
|
54
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.22M
|
+$149K
|
+2,808
|
+2%
|
|
|
55
|
Opus Capital Group
Cincinnati,
Ohio
|
$8.11M
|
+$242K
|
+4,559
|
+3%
|
|
|
56
|
Highland Financial Advisors
Wayne,
New Jersey
|
$8.1M
|
+$130K
|
+2,448
|
+2%
|
|
|
57
|
Aire Advisors
Beverly Hills,
California
|
$7.92M
|
+$7.94M
|
+149,558
|
New
|
|
|
58
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.82M
|
-$146K
|
-2,754
|
-2%
|
|
|
59
|
Venturi Wealth Management
Austin,
Texas
|
$7.11M
|
+$606K
|
+11,405
|
+9%
|
|
|
60
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$6.98M
|
-$317K
|
-5,966
|
-4%
|
|
|
61
|
|
$6.96M
|
+$6.99M
|
+131,615
|
New
|
|
|
62
|
Burton Enright Welch
Walnut Creek,
California
|
$6.96M
|
+$532K
|
+10,019
|
+8%
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.85M
|
+$4.55M
|
+85,591
|
+194%
|
|
|
64
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.75M
|
–
|
–
|
–
|
|
|
65
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.75M
|
+$644K
|
+12,124
|
+10%
|
|
|
66
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$6.34M
|
+$9.77K
|
+184
|
+0.2%
|
|
|
67
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.21M
|
+$1.57M
|
+29,510
|
+34%
|
|
|
68
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.2M
|
+$6.22M
|
+117,148
|
New
|
|
|
69
|
Northwest Wealth Management
Spencer,
Iowa
|
$6.2M
|
+$300K
|
+5,650
|
+5%
|
|
|
70
|
Bridgewater Advisors
New York
|
$6.18M
|
+$258K
|
+4,854
|
+4%
|
|
|
71
|
Passive Capital Management
Baltimore,
Maryland
|
$5.91M
|
+$2.87K
|
+54
|
+0%
|
|
|
72
|
Park Avenue Securities
New York
|
$5.83M
|
+$3.67M
|
+69,183
|
+169%
|
|
|
73
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.72M
|
+$261K
|
+4,919
|
+5%
|
|
|
74
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$5.59M
|
-$9.08M
|
-171,009
|
-62%
|
|
|
75
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$5.49M
|
-$1.35M
|
-25,481
|
-20%
|
|
