|
51
|
BSW Wealth Partners
Boulder,
Colorado
|
$31.7M
|
-$373K
|
-3,825
|
-1%
|
|
|
52
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$29.7M
|
-$36.8K
|
-378
|
-0.1%
|
|
|
53
|
Tortoise Investment Management
White Plains,
New York
|
$29.5M
|
+$1.84M
|
+18,881
|
+6%
|
|
|
54
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$28.8M
|
+$3.84M
|
+39,434
|
+15%
|
|
|
55
|
JRM Investment Counsel
Omaha,
Nebraska
|
$28.3M
|
-$6.34M
|
-65,050
|
-18%
|
|
|
56
|
World Investment Advisors
Santa Barbara,
California
|
$27.8M
|
+$2.69M
|
+27,650
|
+10%
|
|
|
57
|
Ridgeline Wealth
Mesa,
Arizona
|
$26.9M
|
+$1.6M
|
+16,410
|
+6%
|
|
|
58
|
Highland Financial Advisors
Wayne,
New Jersey
|
$26.3M
|
+$1.08M
|
+11,051
|
+4%
|
|
|
59
|
Raffa Wealth Management
Washington,
District of Columbia
|
$26.1M
|
+$1.58M
|
+16,256
|
+6%
|
|
|
60
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$26M
|
+$2.25M
|
+23,128
|
+9%
|
|
|
61
|
Mattern Wealth Management
Lawrence,
Kansas
|
$25.9M
|
+$10.6M
|
+108,546
|
+63%
|
|
|
62
|
Rockefeller Capital Management
New York
|
$25.8M
|
-$305K
|
-3,135
|
-1%
|
|
|
63
|
MML Investors Services
Springfield,
Massachusetts
|
$24.7M
|
-$3.52M
|
-36,160
|
-12%
|
|
|
64
|
Leo Wealth LLC
Hurst,
Texas
|
$24.6M
|
-$17.2M
|
-176,904
|
-40%
|
|
|
65
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$24.6M
|
+$2.87M
|
+29,452
|
+12%
|
|
|
66
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$24.6M
|
-$509K
|
-5,227
|
-2%
|
|
|
67
|
WorthPointe
La Jolla,
California
|
$24M
|
-$290K
|
-2,976
|
-1%
|
|
|
68
|
Bull Oak Capital
San Diego,
California
|
$23.1M
|
-$678K
|
-6,960
|
-3%
|
|
|
69
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$23.1M
|
+$19.4M
|
+198,864
|
+386%
|
|
|
70
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
-$2.01M
|
-20,597
|
-8%
|
|
|
71
|
Burton Enright Welch
Walnut Creek,
California
|
$22.9M
|
+$972K
|
+9,977
|
+4%
|
|
|
72
|
Strategic Financial Concepts
San Antonio,
Texas
|
$22.9M
|
+$2.99M
|
+30,724
|
+14%
|
|
|
73
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$22M
|
+$842K
|
+8,642
|
+4%
|
|
|
74
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$21.6M
|
+$3.59M
|
+36,839
|
+19%
|
|
|
75
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$21.5M
|
-$17.9M
|
-183,448
|
-44%
|
|
