|
76
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$38.3M
|
+$571K
|
+23,490
|
+2%
|
|
|
77
|
Shearwater Capital
Denver,
Colorado
|
$38.2M
|
-$127K
|
-5,227
|
-0.3%
|
|
|
78
|
M Holdings Securities
Portland,
Oregon
|
$37.9M
|
+$3.58M
|
+147,313
|
+10%
|
|
|
79
|
Kestra Advisory Services
Austin,
Texas
|
$37M
|
-$4.43M
|
-182,142
|
-11%
|
|
|
80
|
Perigon Wealth Management
San Francisco,
California
|
$36.4M
|
+$350K
|
+14,398
|
+1%
|
|
|
81
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$35.2M
|
+$38.5M
|
+1,581,833
|
New
|
|
|
82
|
TCI Wealth Advisors
Tucson,
Arizona
|
$35M
|
+$317K
|
+13,046
|
+0.9%
|
|
|
83
|
AWM Capital
Phoenix,
Arizona
|
$34.8M
|
-$374K
|
-15,360
|
-1%
|
|
|
84
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$34.6M
|
+$484K
|
+19,899
|
+1%
|
|
|
85
|
Vance Wealth
Santa Clarita,
California
|
$34.4M
|
-$732K
|
-30,075
|
-2%
|
|
|
86
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32.7M
|
+$1.74M
|
+71,431
|
+6%
|
|
|
87
|
Efficient Advisors
Mason,
Ohio
|
$32.4M
|
+$32.2M
|
+1,325,038
|
+12,769%
|
|
|
88
|
Park Avenue Securities
New York
|
$32.2M
|
+$21.1M
|
+867,919
|
+189%
|
|
|
89
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$31.5M
|
+$728K
|
+29,924
|
+2%
|
|
|
90
|
Claris Advisors
St. Louis,
Missouri
|
$31.4M
|
+$1.21M
|
+49,869
|
+4%
|
|
|
91
|
DecisionPoint Financial
Mesa,
Arizona
|
$31.1M
|
+$31.2M
|
+1,282,460
|
New
|
|
|
92
|
Creative Planning
Overland Park,
Kansas
|
$31M
|
+$15.7M
|
+644,761
|
+102%
|
|
|
93
|
Bayshore Asset Management
Coral Gables,
Florida
|
$30.5M
|
+$1.29M
|
+53,203
|
+4%
|
|
|
94
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$29.7M
|
-$1.69M
|
-69,541
|
-5%
|
|
|
95
|
RS Crum Inc
Newport Beach,
California
|
$29.6M
|
+$1.68M
|
+68,888
|
+6%
|
|
|
96
|
UMB Bank
Kansas City,
Missouri
|
$29.1M
|
-$116K
|
-4,778
|
-0.4%
|
|
|
97
|
Dopkins Wealth Management
Williamsville,
New York
|
$29M
|
+$373K
|
+15,323
|
+1%
|
|
|
98
|
True Wealth Design
Akron,
Ohio
|
$28.6M
|
+$28.6M
|
+1,176,376
|
New
|
|
|
99
|
Red Lighthouse Investment Management
New York
|
$27.7M
|
+$27.8M
|
+1,142,671
|
New
|
|
|
100
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$27.5M
|
+$478K
|
+19,654
|
+2%
|
|
