|
26
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$83.3M
|
-$1.41M
|
-50,027
|
-2%
|
|
|
27
|
Warwick Investment Management
Bryan,
Texas
|
$81.6M
|
+$79.5M
|
+2,815,904
|
New
|
|
|
28
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$79.3M
|
+$77.3M
|
+2,738,821
|
New
|
|
|
29
|
Merriman Wealth Management
Seattle,
Washington
|
$78.7M
|
-$6.59M
|
-233,600
|
-8%
|
|
|
30
|
Steward Financial Group
Colleyville,
Texas
|
$74.9M
|
+$73M
|
+2,586,370
|
New
|
|
|
31
|
Comerica Bank
Dallas,
Texas
|
$74.9M
|
-$7.25M
|
-256,826
|
-8%
|
|
|
32
|
Apella Capital
West Hartford,
Connecticut
|
$71.6M
|
-$705
|
-25
|
-0%
|
|
|
33
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$69.3M
|
+$863K
|
+30,577
|
+1%
|
|
|
34
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$69.2M
|
+$67.4M
|
+2,388,024
|
New
|
|
|
35
|
Adero Partners
Pleasanton,
California
|
$63.4M
|
-$1.38M
|
-48,788
|
-2%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$61.8M
|
-$481K
|
-17,033
|
-0.8%
|
|
|
37
|
Waypoint Wealth Partners
Mill Valley,
California
|
$61.6M
|
+$524K
|
+18,552
|
+0.9%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.6M
|
-$2.08M
|
-73,863
|
-4%
|
|
|
39
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$57M
|
+$18.6M
|
+658,744
|
+50%
|
|
|
40
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$57M
|
+$906K
|
+32,094
|
+2%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$56M
|
-$1.51M
|
-53,559
|
-3%
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$55M
|
-$5.85M
|
-207,382
|
-10%
|
|
|
43
|
WorthPointe
La Jolla,
California
|
$54.4M
|
+$56.9M
|
+2,017,636
|
New
|
|
|
44
|
Burton Enright Welch
Walnut Creek,
California
|
$53.3M
|
+$52M
|
+1,841,084
|
New
|
|
|
45
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$52.6M
|
+$1.5M
|
+53,294
|
+3%
|
|
|
46
|
Andrews Lucia Wealth Management
Danville,
California
|
$51.5M
|
+$50.2M
|
+1,778,445
|
New
|
|
|
47
|
Dowling & Yahnke
San Diego,
California
|
$51.3M
|
+$10.4M
|
+369,041
|
+26%
|
|
|
48
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$51.1M
|
+$49.8M
|
+1,765,330
|
New
|
|
|
49
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$49.4M
|
+$48.1M
|
+1,704,288
|
New
|
|
|
50
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$49M
|
+$47.7M
|
+1,691,437
|
New
|
|
