|
51
|
WorthPointe
La Jolla,
California
|
$46.4M
|
+$226K
|
+9,202
|
+0.4%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$43.2M
|
+$3.7M
|
+150,898
|
+8%
|
|
|
53
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$42.5M
|
+$3.29M
|
+134,020
|
+8%
|
|
|
54
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42.3M
|
-$630K
|
-25,670
|
-1%
|
|
|
55
|
Asset Dedication LLC
San Francisco,
California
|
$42.1M
|
+$9.71M
|
+395,359
|
+26%
|
|
|
56
|
Andrews Lucia Wealth Management
Danville,
California
|
$40M
|
+$104K
|
+4,241
|
+0.2%
|
|
|
57
|
New Capital Management
Houston,
Texas
|
$39.6M
|
+$5.04M
|
+205,144
|
+13%
|
|
|
58
|
KEB Asset Management
Springfield,
Illinois
|
$39.2M
|
+$1.09M
|
+44,584
|
+3%
|
|
|
59
|
Modera Wealth Management
Westwood,
New Jersey
|
$38.6M
|
+$1.31M
|
+53,172
|
+3%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$38M
|
+$7.87M
|
+320,523
|
+23%
|
|
|
61
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$37.9M
|
-$721K
|
-29,366
|
-2%
|
|
|
62
|
First Ascent Asset Management
Denver,
Colorado
|
$37.7M
|
+$1.38M
|
+56,208
|
+3%
|
|
|
63
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$37.3M
|
+$828K
|
+33,714
|
+2%
|
|
|
64
|
UBS Group
Zurich,
Switzerland
|
$36.6M
|
+$1.17M
|
+47,738
|
+3%
|
|
|
65
|
AWM Capital
Phoenix,
Arizona
|
$36.4M
|
+$17.2M
|
+702,298
|
+94%
|
|
|
66
|
Capital Performance Advisors
Walnut Creek,
California
|
$35.5M
|
+$486K
|
+19,780
|
+1%
|
|
|
67
|
CPWM LLC
Seattle,
Washington
|
$35.1M
|
+$5.08M
|
+207,077
|
+15%
|
|
|
68
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$34.6M
|
+$418K
|
+17,046
|
+1%
|
|
|
69
|
Shearwater Capital
Denver,
Colorado
|
$34.3M
|
+$158K
|
+6,430
|
+0.4%
|
|
|
70
|
Private Advisor Group
Morristown,
New Jersey
|
$34M
|
-$514K
|
-20,925
|
-1%
|
|
|
71
|
Chico Wealth RIA
Chico,
California
|
$33M
|
+$3.71M
|
+151,003
|
+11%
|
|
|
72
|
Perigon Wealth Management
San Francisco,
California
|
$33M
|
+$97.5K
|
+3,970
|
+0.3%
|
|
|
73
|
Vance Wealth
Santa Clarita,
California
|
$32.2M
|
+$545K
|
+22,204
|
+2%
|
|
|
74
|
TCI Wealth Advisors
Tucson,
Arizona
|
$31.7M
|
-$916K
|
-37,327
|
-3%
|
|
|
75
|
M Holdings Securities
Portland,
Oregon
|
$31.4M
|
-$102K
|
-4,153
|
-0.3%
|
|
