|
51
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$83.1M
|
-$2.22M
|
-82,131
|
-3%
|
|
|
52
|
NewEdge Advisors
New Orleans,
Louisiana
|
$81.1M
|
+$35.3M
|
+1,306,144
|
+90%
|
|
|
53
|
Warwick Investment Management
Bryan,
Texas
|
$81M
|
-$8.06K
|
-298
|
-0%
|
|
|
54
|
First Ascent Asset Management
Denver,
Colorado
|
$80.4M
|
-$135K
|
-5,000
|
-0.2%
|
|
|
55
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$77.5M
|
+$12.1M
|
+446,294
|
+20%
|
|
|
56
|
New Capital Management
Houston,
Texas
|
$71M
|
-$288K
|
-10,635
|
-0.4%
|
|
|
57
|
Waypoint Wealth Partners
Mill Valley,
California
|
$71M
|
+$2.08M
|
+76,844
|
+3%
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$70.6M
|
-$1.99M
|
-73,594
|
-3%
|
|
|
59
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$69.7M
|
-$287K
|
-10,597
|
-0.4%
|
|
|
60
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$69.7M
|
+$4.7M
|
+173,790
|
+8%
|
|
|
61
|
AWM Capital
Phoenix,
Arizona
|
$69.5M
|
+$2.36M
|
+87,173
|
+4%
|
|
|
62
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$68.2M
|
+$53M
|
+1,960,217
|
+527%
|
|
|
63
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$68M
|
-$2.76M
|
-102,057
|
-4%
|
|
|
64
|
M Holdings Securities
Portland,
Oregon
|
$66.3M
|
+$1.63M
|
+60,309
|
+3%
|
|
|
65
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$65.5M
|
-$102K
|
-3,771
|
-0.2%
|
|
|
66
|
Merriman Wealth Management
Seattle,
Washington
|
$65.3M
|
-$583K
|
-21,554
|
-1%
|
|
|
67
|
Comerica Bank
Dallas,
Texas
|
$65.2M
|
-$3.38M
|
-124,773
|
-5%
|
|
|
68
|
Ruedi Wealth Management
Champaign,
Illinois
|
$65.1M
|
+$3.53M
|
+130,488
|
+6%
|
|
|
69
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$65.1M
|
+$317K
|
+11,731
|
+0.5%
|
|
|
70
|
WorthPointe
La Jolla,
California
|
$65M
|
+$647K
|
+23,914
|
+1%
|
|
|
71
|
RAM Investment Partners
Bellevue,
Washington
|
$64.2M
|
+$757K
|
+27,983
|
+1%
|
|
|
72
|
Heritage Investment Group
Pompano Beach,
Florida
|
$64M
|
-$424K
|
-15,660
|
-0.7%
|
|
|
73
|
Eaton-Cambridge
Phoenix,
Arizona
|
$62.7M
|
+$58M
|
+2,144,264
|
New
|
|
|
74
|
DecisionPoint Financial
Mesa,
Arizona
|
$62.4M
|
+$5.76M
|
+212,981
|
+11%
|
|
|
75
|
Planning Center Inc
Moline,
Illinois
|
$62.1M
|
-$768K
|
-28,395
|
-1%
|
|
