|
51
|
Divergent Planning
Bethesda,
Maryland
|
$11.8M
|
+$471K
|
+6,887
|
+4%
|
|
|
52
|
Callan Capital
La Jolla,
California
|
$11.1M
|
+$4.85M
|
+70,943
|
+77%
|
|
|
53
|
Raymond James & Associates
St Petersburg,
Florida
|
$11M
|
+$3.92M
|
+57,426
|
+55%
|
|
|
54
|
Regatta Capital Group
El Segundo,
California
|
$11M
|
-$1.54M
|
-22,527
|
-12%
|
|
|
55
|
|
$10.9M
|
+$10.9M
|
+159,936
|
New
|
|
|
56
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.8M
|
+$7.38M
|
+107,968
|
+214%
|
|
|
57
|
Intelligence Driven Advisers
Carlsbad,
California
|
$10.5M
|
+$10.3M
|
+151,011
|
New
|
|
|
58
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.99M
|
+$2.2M
|
+32,221
|
+31%
|
|
|
59
|
|
$9.59M
|
+$6.76M
|
+98,984
|
+236%
|
|
|
60
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$9.3M
|
+$9.35M
|
+136,746
|
New
|
|
|
61
|
WorthPointe
La Jolla,
California
|
$9.15M
|
+$84.6K
|
+1,238
|
+0.9%
|
|
|
62
|
Tortoise Investment Management
White Plains,
New York
|
$9.15M
|
+$3.38M
|
+49,487
|
+58%
|
|
|
63
|
JRM Investment Counsel
Omaha,
Nebraska
|
$8.96M
|
-$1.35M
|
-19,721
|
-13%
|
|
|
64
|
WR Wealth Planners
Columbia,
Missouri
|
$8.73M
|
+$300K
|
+4,385
|
+4%
|
|
|
65
|
LexAurum Advisors
Overland Park,
Kansas
|
$8.48M
|
+$403K
|
+5,890
|
+5%
|
|
|
66
|
Kestra Advisory Services
Austin,
Texas
|
$8.25M
|
+$5.25M
|
+76,788
|
+172%
|
|
|
67
|
ML&R Wealth Management
Austin,
Texas
|
$8.08M
|
+$333K
|
+4,869
|
+4%
|
|
|
68
|
Greenspring Advisors
Towson,
Maryland
|
$7.86M
|
+$6.83M
|
+99,943
|
+640%
|
|
|
69
|
FAS Wealth Partners
Leawood,
Kansas
|
$7.85M
|
+$7.89M
|
+115,486
|
New
|
|
|
70
|
FMB Wealth Management
Westlake Village,
California
|
$7.74M
|
+$7.78M
|
+113,840
|
New
|
|
|
71
|
Sage Rhino Capital
Menlo Park,
California
|
$7.49M
|
+$169K
|
+2,473
|
+2%
|
|
|
72
|
Echo Wealth Management
Plymouth,
Minnesota
|
$7.05M
|
+$1.67M
|
+24,408
|
+33%
|
|
|
73
|
CVA Family Office
Denver,
Colorado
|
$6.96M
|
+$2.85M
|
+41,708
|
+69%
|
|
|
74
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$6.9M
|
+$6.93M
|
+101,463
|
New
|
|
|
75
|
Brio Consultants
San Francisco,
California
|
$6.6M
|
+$247K
|
+3,621
|
+4%
|
|
