|
51
|
BSW Wealth Partners
Boulder,
Colorado
|
$41.6M
|
+$1.74M
|
+16,614
|
+5%
|
|
|
52
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$40.6M
|
+$35M
|
+333,475
|
+838%
|
|
|
53
|
Raffa Wealth Management
Washington,
District of Columbia
|
$40.2M
|
+$1.63M
|
+15,572
|
+4%
|
|
|
54
|
Mattern Wealth Management
Lawrence,
Kansas
|
$38.5M
|
+$688K
|
+6,560
|
+2%
|
|
|
55
|
Tortoise Investment Management
White Plains,
New York
|
$37.4M
|
+$114K
|
+1,085
|
+0.3%
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
$35.8M
|
-$467K
|
-4,455
|
-1%
|
|
|
57
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$35.8M
|
+$2.24M
|
+21,309
|
+7%
|
|
|
58
|
JRM Investment Counsel
Omaha,
Nebraska
|
$34.8M
|
-$437K
|
-4,162
|
-1%
|
|
|
59
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$34.5M
|
+$2.22M
|
+21,199
|
+7%
|
|
|
60
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$33.6M
|
+$14M
|
+133,236
|
+76%
|
|
|
61
|
Highland Financial Advisors
Wayne,
New Jersey
|
$33.4M
|
+$1.15M
|
+10,921
|
+4%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$33.2M
|
+$1.64M
|
+15,667
|
+5%
|
|
|
63
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$29.1M
|
+$688K
|
+6,555
|
+3%
|
|
|
64
|
Leo Wealth LLC
Hurst,
Texas
|
$29.1M
|
-$20.8M
|
-197,809
|
-43%
|
|
|
65
|
Rockefeller Capital Management
New York
|
$28.7M
|
+$759K
|
+7,232
|
+3%
|
|
|
66
|
WorthPointe
La Jolla,
California
|
$28.6M
|
+$667K
|
+6,355
|
+2%
|
|
|
67
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$28.1M
|
-$448K
|
-4,266
|
-2%
|
|
|
68
|
Signature Resources Capital Management
Newport Beach,
California
|
$28M
|
+$1.29M
|
+12,268
|
+5%
|
|
|
69
|
Burton Enright Welch
Walnut Creek,
California
|
$27.5M
|
-$63.9K
|
-609
|
-0.2%
|
|
|
70
|
Glenview Trust
Louisville,
Kentucky
|
$26.7M
|
+$1.43M
|
+13,628
|
+6%
|
|
|
71
|
Divergent Planning
Bethesda,
Maryland
|
$26M
|
+$791K
|
+7,534
|
+3%
|
|
|
72
|
Savant Capital
Rockford,
Illinois
|
$25.8M
|
+$23M
|
+219,549
|
+1,225%
|
|
|
73
|
|
$24.5M
|
+$1.24M
|
+11,820
|
+6%
|
|
|
74
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$24M
|
-$458K
|
-4,362
|
-2%
|
|
|
75
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$23.5M
|
-$352K
|
-3,350
|
-2%
|
|
