|
51
|
BSW Wealth Partners
Boulder,
Colorado
|
$33.6M
|
+$1.48M
|
+15,029
|
+5%
|
|
|
52
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$31.2M
|
+$1.4M
|
+14,295
|
+5%
|
|
|
53
|
MML Investors Services
Springfield,
Massachusetts
|
$29.4M
|
-$10.8K
|
-110
|
-0%
|
|
|
54
|
Tortoise Investment Management
White Plains,
New York
|
$29.1M
|
+$1.76M
|
+17,903
|
+6%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$27.4M
|
+$6.73M
|
+68,561
|
+32%
|
|
|
56
|
Ridgeline Wealth
Mesa,
Arizona
|
$26.7M
|
+$27M
|
+275,080
|
New
|
|
|
57
|
Highland Financial Advisors
Wayne,
New Jersey
|
$26.5M
|
+$836K
|
+8,514
|
+3%
|
|
|
58
|
World Investment Advisors
Santa Barbara,
California
|
$26.5M
|
+$1.58M
|
+16,092
|
+6%
|
|
|
59
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$26.4M
|
+$7.86M
|
+80,084
|
+42%
|
|
|
60
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$26.3M
|
-$76.4K
|
-778
|
-0.3%
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
-$5.37M
|
-54,738
|
-17%
|
|
|
62
|
Raffa Wealth Management
Washington,
District of Columbia
|
$25.8M
|
+$5.91M
|
+60,190
|
+29%
|
|
|
63
|
WorthPointe
La Jolla,
California
|
$25.5M
|
+$1.21M
|
+12,310
|
+5%
|
|
|
64
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$25.1M
|
+$1.36M
|
+13,878
|
+6%
|
|
|
65
|
Bull Oak Capital
San Diego,
California
|
$25M
|
-$127K
|
-1,293
|
-0.5%
|
|
|
66
|
Burton Enright Welch
Walnut Creek,
California
|
$23.1M
|
+$1.31M
|
+13,389
|
+6%
|
|
|
67
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$23M
|
+$23.3M
|
+236,963
|
New
|
|
|
68
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$22.2M
|
+$22.5M
|
+229,054
|
New
|
|
|
69
|
IHT Wealth Management
Chicago,
Illinois
|
$22.2M
|
+$12.2K
|
+124
|
+0.1%
|
|
|
70
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$21.9M
|
+$206K
|
+2,098
|
+0.9%
|
|
|
71
|
Signature Resources Capital Management
Newport Beach,
California
|
$21.7M
|
+$373K
|
+3,803
|
+2%
|
|
|
72
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$21.6M
|
-$400K
|
-4,072
|
-2%
|
|
|
73
|
Strategic Financial Concepts
San Antonio,
Texas
|
$21M
|
+$4.58M
|
+46,621
|
+27%
|
|
|
74
|
Glenview Trust
Louisville,
Kentucky
|
$20.8M
|
+$702K
|
+7,145
|
+3%
|
|
|
75
|
Divergent Planning
Bethesda,
Maryland
|
$20.8M
|
+$388K
|
+3,955
|
+2%
|
|
