|
51
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$29.3M
|
-$3.51M
|
-38,209
|
-11%
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$28.9M
|
-$1.22M
|
-13,317
|
-4%
|
|
|
53
|
Tortoise Investment Management
White Plains,
New York
|
$26.9M
|
+$2.23M
|
+24,238
|
+9%
|
|
|
54
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$25.9M
|
-$3.68M
|
-40,097
|
-13%
|
|
|
55
|
Highland Financial Advisors
Wayne,
New Jersey
|
$25.2M
|
+$610K
|
+6,640
|
+3%
|
|
|
56
|
Bull Oak Capital
San Diego,
California
|
$24.6M
|
+$23.8M
|
+258,807
|
New
|
|
|
57
|
World Investment Advisors
Santa Barbara,
California
|
$24.5M
|
-$1.71M
|
-18,571
|
-7%
|
|
|
58
|
WorthPointe
La Jolla,
California
|
$23.8M
|
+$882K
|
+9,603
|
+4%
|
|
|
59
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$23.2M
|
+$2.59M
|
+28,231
|
+13%
|
|
|
60
|
REDW Wealth
Albuquerque,
New Mexico
|
$23M
|
-$2.47M
|
-26,866
|
-10%
|
|
|
61
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$22.5M
|
+$2.04M
|
+22,220
|
+10%
|
|
|
62
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$2.2M
|
+23,986
|
+11%
|
|
|
63
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$21.8M
|
-$3.63M
|
-39,539
|
-15%
|
|
|
64
|
IHT Wealth Management
Chicago,
Illinois
|
$21.8M
|
+$1.77M
|
+19,258
|
+9%
|
|
|
65
|
Burton Enright Welch
Walnut Creek,
California
|
$21.4M
|
+$184K
|
+2,001
|
+0.9%
|
|
|
66
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$21.3M
|
+$194K
|
+2,117
|
+1%
|
|
|
67
|
Signature Resources Capital Management
Newport Beach,
California
|
$21M
|
-$1.7M
|
-18,470
|
-8%
|
|
|
68
|
Allworth Financial
Folsom,
California
|
$20.9M
|
-$95.8M
|
-1,043,346
|
-83%
|
|
|
69
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$20.7M
|
+$3.48M
|
+37,924
|
+21%
|
|
|
70
|
Disciplina Capital Management
Nashville,
Tennessee
|
$20.5M
|
+$335K
|
+3,647
|
+2%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$20.4M
|
+$15.1M
|
+164,689
|
+334%
|
|
|
72
|
Divergent Planning
Bethesda,
Maryland
|
$20.2M
|
+$565K
|
+6,149
|
+3%
|
|
|
73
|
Glenview Trust
Louisville,
Kentucky
|
$19.8M
|
+$135K
|
+1,467
|
+0.7%
|
|
|
74
|
Raffa Wealth Management
Washington,
District of Columbia
|
$19.6M
|
+$10.3M
|
+111,641
|
+118%
|
|
|
75
|
Passive Capital Management
Baltimore,
Maryland
|
$18.7M
|
-$77.3K
|
-842
|
-0.4%
|
|
