|
26
|
Heritage Financial Services
Westwood,
Massachusetts
|
$71.2M
|
+$37.3M
|
+1,472,352
|
+93%
|
|
|
27
|
Warwick Investment Management
Bryan,
Texas
|
$65.4M
|
+$226K
|
+8,940
|
+0.3%
|
|
|
28
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$64.9M
|
+$70.5M
|
+2,786,453
|
New
|
|
|
29
|
Comerica Bank
Dallas,
Texas
|
$64.3M
|
-$3.86M
|
-152,529
|
-5%
|
|
|
30
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$62.3M
|
-$1.32M
|
-52,072
|
-2%
|
|
|
31
|
Steward Financial Group
Colleyville,
Texas
|
$61.5M
|
-$1.4M
|
-55,363
|
-2%
|
|
|
32
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$61.2M
|
-$4.1M
|
-161,953
|
-6%
|
|
|
33
|
BetterWealth
San Jose,
California
|
$59.7M
|
+$64.9M
|
+2,561,690
|
New
|
|
|
34
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$59.2M
|
-$3.22M
|
-127,276
|
-5%
|
|
|
35
|
Merriman Wealth Management
Seattle,
Washington
|
$58.5M
|
-$1.36M
|
-53,677
|
-2%
|
|
|
36
|
Waypoint Wealth Partners
Mill Valley,
California
|
$58.2M
|
+$7.43M
|
+293,599
|
+13%
|
|
|
37
|
Apella Capital
West Hartford,
Connecticut
|
$57.9M
|
+$62.9M
|
+2,484,002
|
New
|
|
|
38
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$55.9M
|
+$496K
|
+19,579
|
+0.8%
|
|
|
39
|
AssetMark Inc
Concord,
California
|
$53M
|
-$4.13M
|
-163,184
|
-7%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$50.6M
|
-$521K
|
-20,586
|
-0.9%
|
|
|
41
|
Dowling & Yahnke
San Diego,
California
|
$50.1M
|
+$1.78M
|
+70,255
|
+3%
|
|
|
42
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$49.8M
|
+$44.4M
|
+1,751,846
|
+454%
|
|
|
43
|
Andrews Lucia Wealth Management
Danville,
California
|
$49.5M
|
+$363K
|
+14,339
|
+0.8%
|
|
|
44
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$48.7M
|
+$50.8M
|
+2,006,707
|
+2,424%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.7M
|
+$48M
|
+1,895,240
|
+981%
|
|
|
46
|
WorthPointe
La Jolla,
California
|
$48.4M
|
-$1.57M
|
-62,073
|
-3%
|
|
|
47
|
Adero Partners
Pleasanton,
California
|
$47.8M
|
-$1.33M
|
-52,502
|
-3%
|
|
|
48
|
Allworth Financial
Folsom,
California
|
$47.7M
|
+$15M
|
+591,719
|
+41%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$44.9M
|
-$851K
|
-33,613
|
-2%
|
|
|
50
|
Burton Enright Welch
Walnut Creek,
California
|
$44.5M
|
+$1.07M
|
+42,329
|
+2%
|
|
