|
51
|
|
$14.8M
|
-$586K
|
-8,189
|
-4%
|
|
|
52
|
Divergent Planning
Bethesda,
Maryland
|
$14.4M
|
+$495K
|
+6,912
|
+4%
|
|
|
53
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14.2M
|
+$563K
|
+7,869
|
+4%
|
|
|
54
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$14.2M
|
-$99.4K
|
-1,389
|
-0.7%
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$3.14M
|
+43,915
|
+31%
|
|
|
56
|
Cardiff Park Advisors
Carlsbad,
California
|
$13.6M
|
+$30.8K
|
+431
|
+0.2%
|
|
|
57
|
Tortoise Investment Management
White Plains,
New York
|
$13.3M
|
+$630K
|
+8,803
|
+5%
|
|
|
58
|
Regatta Capital Group
El Segundo,
California
|
$12.9M
|
+$718K
|
+10,039
|
+6%
|
|
|
59
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$12.7M
|
+$1.08M
|
+15,030
|
+10%
|
|
|
60
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$12.5M
|
-$174K
|
-2,433
|
-1%
|
|
|
61
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$12M
|
+$701K
|
+9,802
|
+7%
|
|
|
62
|
WR Wealth Planners
Columbia,
Missouri
|
$11.7M
|
+$789K
|
+11,023
|
+8%
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.6M
|
+$510K
|
+7,131
|
+5%
|
|
|
64
|
WorthPointe
La Jolla,
California
|
$11.6M
|
+$2.4M
|
+33,572
|
+28%
|
|
|
65
|
Disciplina Capital Management
Nashville,
Tennessee
|
$11.1M
|
+$6.91M
|
+96,552
|
+188%
|
|
|
66
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.4M
|
+$7.85M
|
+109,715
|
+383%
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
$10.4M
|
+$9.87M
|
+138,000
|
New
|
|
|
68
|
Acropolis Investment Management
St. Louis,
Missouri
|
$10.2M
|
-$117K
|
-1,632
|
-1%
|
|
|
69
|
LexAurum Advisors
Overland Park,
Kansas
|
$9.89M
|
-$72.8K
|
-1,018
|
-0.8%
|
|
|
70
|
Bank of New York Mellon
New York
|
$9.41M
|
+$5.89M
|
+82,369
|
+193%
|
|
|
71
|
MML Investors Services
Springfield,
Massachusetts
|
$9.37M
|
+$8.91M
|
+124,580
|
New
|
|
|
72
|
REDW Wealth
Albuquerque,
New Mexico
|
$9.14M
|
+$6.01M
|
+83,926
|
+223%
|
|
|
73
|
Callan Capital
La Jolla,
California
|
$9.1M
|
-$3.64M
|
-50,897
|
-30%
|
|
|
74
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$8.79M
|
+$656K
|
+9,167
|
+9%
|
|
|
75
|
FMB Wealth Management
Westlake Village,
California
|
$8.61M
|
–
|
–
|
–
|
|
