|
51
|
Waypoint Wealth Partners
Mill Valley,
California
|
$59.5M
|
-$842K
|
-34,618
|
-1%
|
|
|
52
|
Merriman Wealth Management
Seattle,
Washington
|
$59.1M
|
-$978K
|
-40,201
|
-2%
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$54.9M
|
+$3.05M
|
+125,376
|
+6%
|
|
|
54
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$54.6M
|
-$1.98M
|
-81,415
|
-3%
|
|
|
55
|
New Capital Management
Houston,
Texas
|
$54.2M
|
+$11.1M
|
+454,323
|
+26%
|
|
|
56
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$53.5M
|
+$2.33M
|
+95,620
|
+5%
|
|
|
57
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$52.3M
|
+$52.4M
|
+2,152,948
|
New
|
|
|
58
|
Asset Dedication LLC
San Francisco,
California
|
$52M
|
+$6.05M
|
+248,549
|
+13%
|
|
|
59
|
Planning Center Inc
Moline,
Illinois
|
$51.9M
|
+$26.4M
|
+1,084,487
|
+103%
|
|
|
60
|
Heritage Investment Group
Pompano Beach,
Florida
|
$51.4M
|
+$50.8M
|
+2,087,484
|
+7,068%
|
|
|
61
|
WorthPointe
La Jolla,
California
|
$49.2M
|
-$1.49M
|
-61,181
|
-3%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$49.1M
|
+$2.94M
|
+120,670
|
+6%
|
|
|
63
|
Tillman Hartley LLC
Denver,
Colorado
|
$49M
|
+$49.1M
|
+2,019,031
|
New
|
|
|
64
|
Adero Partners
Pleasanton,
California
|
$48.8M
|
-$526K
|
-21,633
|
-1%
|
|
|
65
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$48M
|
+$1.57M
|
+64,685
|
+3%
|
|
|
66
|
Ruedi Wealth Management
Champaign,
Illinois
|
$44.9M
|
+$43.8M
|
+1,798,735
|
New
|
|
|
67
|
Andrews Lucia Wealth Management
Danville,
California
|
$44.6M
|
+$965K
|
+39,690
|
+2%
|
|
|
68
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$44.1M
|
+$44.1M
|
+1,814,504
|
New
|
|
|
69
|
UBS Group
Zurich,
Switzerland
|
$43.9M
|
+$3.97M
|
+163,030
|
+10%
|
|
|
70
|
KEB Asset Management
Springfield,
Illinois
|
$43.3M
|
+$519K
|
+21,320
|
+1%
|
|
|
71
|
RAM Investment Partners
Bellevue,
Washington
|
$41.6M
|
+$41.6M
|
+1,711,930
|
New
|
|
|
72
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$41.1M
|
-$266K
|
-10,927
|
-0.6%
|
|
|
73
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$40M
|
-$756K
|
-31,085
|
-2%
|
|
|
74
|
Capital Performance Advisors
Walnut Creek,
California
|
$38.7M
|
-$71.3K
|
-2,933
|
-0.2%
|
|
|
75
|
Chico Wealth RIA
Chico,
California
|
$38.6M
|
+$2.58M
|
+106,182
|
+7%
|
|
