|
51
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$63.7M
|
-$2.28M
|
-90,026
|
-3%
|
|
|
52
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$63.7M
|
-$352K
|
-13,890
|
-0.6%
|
|
|
53
|
Waypoint Wealth Partners
Mill Valley,
California
|
$61.9M
|
-$539K
|
-21,271
|
-0.9%
|
|
|
54
|
Merriman Wealth Management
Seattle,
Washington
|
$60.3M
|
-$1.68M
|
-66,451
|
-3%
|
|
|
55
|
New Capital Management
Houston,
Texas
|
$59.7M
|
+$2.74M
|
+108,325
|
+5%
|
|
|
56
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$58.7M
|
+$1.39M
|
+54,943
|
+2%
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$58.3M
|
+$677K
|
+26,709
|
+1%
|
|
|
58
|
Heritage Investment Group
Pompano Beach,
Florida
|
$55.9M
|
+$1.94M
|
+76,469
|
+4%
|
|
|
59
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$54.6M
|
-$213K
|
-8,412
|
-0.4%
|
|
|
60
|
Planning Center Inc
Moline,
Illinois
|
$54.2M
|
-$502K
|
-19,822
|
-0.9%
|
|
|
61
|
WorthPointe
La Jolla,
California
|
$53.3M
|
+$1.67M
|
+65,994
|
+3%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53M
|
+$1.53M
|
+60,415
|
+3%
|
|
|
63
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$51.2M
|
-$4.91M
|
-193,944
|
-9%
|
|
|
64
|
M Holdings Securities
Portland,
Oregon
|
$51.1M
|
+$11.3M
|
+445,504
|
+29%
|
|
|
65
|
Tillman Hartley LLC
Denver,
Colorado
|
$50.9M
|
-$545K
|
-21,531
|
-1%
|
|
|
66
|
Adero Partners
Pleasanton,
California
|
$50.9M
|
-$367K
|
-14,471
|
-0.7%
|
|
|
67
|
Ruedi Wealth Management
Champaign,
Illinois
|
$49.9M
|
+$4.09M
|
+161,453
|
+9%
|
|
|
68
|
RAM Investment Partners
Bellevue,
Washington
|
$49.2M
|
+$5.53M
|
+218,353
|
+13%
|
|
|
69
|
AWM Capital
Phoenix,
Arizona
|
$48.9M
|
+$12.3M
|
+487,305
|
+34%
|
|
|
70
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$48.2M
|
-$2.2M
|
-86,891
|
-4%
|
|
|
71
|
Andrews Lucia Wealth Management
Danville,
California
|
$47.6M
|
+$784K
|
+30,933
|
+2%
|
|
|
72
|
KEB Asset Management
Springfield,
Illinois
|
$46.2M
|
+$718K
|
+28,344
|
+2%
|
|
|
73
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$45.7M
|
+$3.7M
|
+145,986
|
+9%
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$44.5M
|
-$1.56M
|
-61,571
|
-3%
|
|
|
75
|
Capital Performance Advisors
Walnut Creek,
California
|
$41.3M
|
+$770K
|
+30,396
|
+2%
|
|
