|
51
|
Divergent Planning
Bethesda,
Maryland
|
$13.1M
|
+$771K
|
+10,898
|
+6%
|
|
|
52
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$13.1M
|
+$348K
|
+4,913
|
+3%
|
|
|
53
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.8M
|
+$295K
|
+4,164
|
+2%
|
|
|
54
|
Cardiff Park Advisors
Carlsbad,
California
|
$12.8M
|
+$81.5K
|
+1,152
|
+0.6%
|
|
|
55
|
Intelligence Driven Advisers
Carlsbad,
California
|
$12.7M
|
+$2.1M
|
+29,717
|
+20%
|
|
|
56
|
Callan Capital
La Jolla,
California
|
$12.2M
|
+$662K
|
+9,351
|
+6%
|
|
|
57
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$12M
|
-$551K
|
-7,780
|
-4%
|
|
|
58
|
Tortoise Investment Management
White Plains,
New York
|
$11.9M
|
+$2.39M
|
+33,706
|
+25%
|
|
|
59
|
Regatta Capital Group
El Segundo,
California
|
$11M
|
–
|
–
|
–
|
|
|
60
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$10.9M
|
+$1.18M
|
+16,684
|
+12%
|
|
|
61
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$1.04M
|
-14,682
|
-9%
|
|
|
62
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.4M
|
+$792K
|
+11,185
|
+8%
|
|
|
63
|
WR Wealth Planners
Columbia,
Missouri
|
$10.3M
|
+$1.15M
|
+16,293
|
+13%
|
|
|
64
|
FAS Wealth Partners
Leawood,
Kansas
|
$9.97M
|
+$1.78M
|
+25,168
|
+22%
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$9.91M
|
+$5.53M
|
+78,092
|
+127%
|
|
|
66
|
Acropolis Investment Management
St. Louis,
Missouri
|
$9.72M
|
+$9.71M
|
+137,127
|
New
|
|
|
67
|
LexAurum Advisors
Overland Park,
Kansas
|
$9.39M
|
+$553K
|
+7,810
|
+6%
|
|
|
68
|
ML&R Wealth Management
Austin,
Texas
|
$8.69M
|
+$261K
|
+3,693
|
+3%
|
|
|
69
|
WorthPointe
La Jolla,
California
|
$8.56M
|
-$982K
|
-13,871
|
-10%
|
|
|
70
|
Auxano Advisors
Bellevue,
Washington
|
$8.29M
|
+$5.11M
|
+72,260
|
+162%
|
|
|
71
|
Greenspring Advisors
Towson,
Maryland
|
$8.17M
|
-$23.1K
|
-327
|
-0.3%
|
|
|
72
|
FMB Wealth Management
Westlake Village,
California
|
$8.11M
|
+$42.7K
|
+604
|
+0.5%
|
|
|
73
|
Sage Rhino Capital
Menlo Park,
California
|
$7.99M
|
+$185K
|
+2,616
|
+2%
|
|
|
74
|
CVA Family Office
Denver,
Colorado
|
$7.7M
|
+$448K
|
+6,335
|
+6%
|
|
|
75
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$7.64M
|
+$443K
|
+6,263
|
+6%
|
|
