|
51
|
Mariner
Overland Park,
Kansas
|
$41.8M
|
-$4.61M
|
-182,201
|
-9%
|
|
|
52
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$41.4M
|
+$3.51M
|
+138,778
|
+8%
|
|
|
53
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$40.4M
|
-$1.43M
|
-56,440
|
-3%
|
|
|
54
|
KEB Asset Management
Springfield,
Illinois
|
$40M
|
-$778K
|
-30,738
|
-2%
|
|
|
55
|
Modera Wealth Management
Westwood,
New Jersey
|
$39.2M
|
+$469K
|
+18,522
|
+1%
|
|
|
56
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$38.3M
|
-$706K
|
-27,898
|
-2%
|
|
|
57
|
First Ascent Asset Management
Denver,
Colorado
|
$38.2M
|
+$2.37M
|
+93,554
|
+6%
|
|
|
58
|
New Capital Management
Houston,
Texas
|
$37.7M
|
+$39.9M
|
+1,574,701
|
New
|
|
|
59
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
-$3.37M
|
-133,023
|
-8%
|
|
|
60
|
Capital Performance Advisors
Walnut Creek,
California
|
$36.7M
|
-$1.04M
|
-41,029
|
-3%
|
|
|
61
|
Private Advisor Group
Morristown,
New Jersey
|
$36.1M
|
+$39.2M
|
+1,548,549
|
New
|
|
|
62
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$35.8M
|
+$517K
|
+20,417
|
+1%
|
|
|
63
|
Shearwater Capital
Denver,
Colorado
|
$35.8M
|
+$619K
|
+24,429
|
+2%
|
|
|
64
|
Asset Dedication LLC
San Francisco,
California
|
$34.9M
|
+$4.89M
|
+193,149
|
+15%
|
|
|
65
|
Perigon Wealth Management
San Francisco,
California
|
$34.5M
|
-$718K
|
-28,360
|
-2%
|
|
|
66
|
TCI Wealth Advisors
Tucson,
Arizona
|
$34.1M
|
-$3.32M
|
-131,082
|
-8%
|
|
|
67
|
Vance Wealth
Santa Clarita,
California
|
$33.2M
|
+$36.1M
|
+1,424,828
|
New
|
|
|
68
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$33.2M
|
-$319K
|
-12,602
|
-0.9%
|
|
|
69
|
M Holdings Securities
Portland,
Oregon
|
$33M
|
+$4.32M
|
+170,647
|
+14%
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$32.3M
|
+$769K
|
+30,378
|
+2%
|
|
|
71
|
CPWM LLC
Seattle,
Washington
|
$31.9M
|
-$5.03M
|
-198,683
|
-13%
|
|
|
72
|
Beacon Pointe Advisors
Newport Beach,
California
|
$31.7M
|
+$1.51M
|
+59,581
|
+5%
|
|
|
73
|
Chico Wealth RIA
Chico,
California
|
$31.1M
|
+$8.8M
|
+347,727
|
+35%
|
|
|
74
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$30.7M
|
+$331K
|
+13,079
|
+1%
|
|
|
75
|
Claris Advisors
St. Louis,
Missouri
|
$29.2M
|
+$1.42M
|
+55,915
|
+5%
|
|
