|
51
|
Burton Enright Welch
Walnut Creek,
California
|
$74.4M
|
+$2.76M
|
+101,205
|
+4%
|
|
|
52
|
Warwick Investment Management
Bryan,
Texas
|
$72.6M
|
+$133K
|
+4,871
|
+0.2%
|
|
|
53
|
First Ascent Asset Management
Denver,
Colorado
|
$72.2M
|
+$3.82M
|
+139,925
|
+5%
|
|
|
54
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$71.3M
|
-$1.09M
|
-39,876
|
-1%
|
|
|
55
|
BetterWealth
San Jose,
California
|
$70.3M
|
-$984K
|
-36,057
|
-1%
|
|
|
56
|
Altiora Financial Group
Lebanon,
Ohio
|
$67.3M
|
-$1.43M
|
-52,336
|
-2%
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$65.2M
|
+$2.72M
|
+99,485
|
+4%
|
|
|
58
|
New Capital Management
Houston,
Texas
|
$64M
|
+$66.6M
|
+2,440,980
|
New
|
|
|
59
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$63.6M
|
-$876K
|
-32,094
|
-1%
|
|
|
60
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$62.8M
|
-$274K
|
-10,047
|
-0.4%
|
|
|
61
|
Comerica Bank
Dallas,
Texas
|
$61.7M
|
+$64.3M
|
+2,356,470
|
New
|
|
|
62
|
Waypoint Wealth Partners
Mill Valley,
California
|
$61.6M
|
-$1.08M
|
-39,590
|
-2%
|
|
|
63
|
AWM Capital
Phoenix,
Arizona
|
$60M
|
+$6.24M
|
+228,499
|
+11%
|
|
|
64
|
Merriman Wealth Management
Seattle,
Washington
|
$59.1M
|
-$1.02M
|
-37,287
|
-2%
|
|
|
65
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$58.8M
|
+$184K
|
+6,741
|
+0.3%
|
|
|
66
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$58M
|
-$163K
|
-5,958
|
-0.3%
|
|
|
67
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$57.9M
|
+$1.62M
|
+59,216
|
+3%
|
|
|
68
|
M Holdings Securities
Portland,
Oregon
|
$57.8M
|
+$11.5M
|
+419,966
|
+24%
|
|
|
69
|
Heritage Investment Group
Pompano Beach,
Florida
|
$57.8M
|
-$1.92M
|
-70,423
|
-3%
|
|
|
70
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$57.7M
|
+$15.8M
|
+578,488
|
+36%
|
|
|
71
|
WorthPointe
La Jolla,
California
|
$57.6M
|
+$1.74M
|
+63,757
|
+3%
|
|
|
72
|
RAM Investment Partners
Bellevue,
Washington
|
$56.8M
|
+$3.68M
|
+134,800
|
+7%
|
|
|
73
|
Planning Center Inc
Moline,
Illinois
|
$56.4M
|
+$258K
|
+9,466
|
+0.4%
|
|
|
74
|
Ruedi Wealth Management
Champaign,
Illinois
|
$55M
|
+$1.36M
|
+49,820
|
+2%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53.9M
|
-$595K
|
-21,806
|
-1%
|
|
