|
76
|
Safeguard Investment Advisory Group
Corona,
California
|
$51.8M
|
+$4.57M
|
+167,323
|
+9%
|
|
|
77
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$51.2M
|
+$884K
|
+32,391
|
+2%
|
|
|
78
|
DecisionPoint Financial
Mesa,
Arizona
|
$50.4M
|
+$3.74M
|
+137,128
|
+8%
|
|
|
79
|
Tillman Hartley LLC
Denver,
Colorado
|
$50.2M
|
-$99K
|
-3,626
|
-0.2%
|
|
|
80
|
Andrews Lucia Wealth Management
Danville,
California
|
$49.7M
|
-$220K
|
-8,052
|
-0.4%
|
|
|
81
|
Adero Partners
Pleasanton,
California
|
$48.7M
|
-$1.4M
|
-51,341
|
-3%
|
|
|
82
|
KEB Asset Management
Springfield,
Illinois
|
$48.5M
|
+$926K
|
+33,930
|
+2%
|
|
|
83
|
Park Avenue Securities
New York
|
$47M
|
+$3.92M
|
+143,749
|
+9%
|
|
|
84
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$46.9M
|
-$2.95M
|
-108,243
|
-6%
|
|
|
85
|
Vance Wealth
Santa Clarita,
California
|
$46.2M
|
+$6.69M
|
+245,299
|
+16%
|
|
|
86
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$45.5M
|
+$2.56M
|
+93,854
|
+6%
|
|
|
87
|
Shearwater Capital
Denver,
Colorado
|
$43.5M
|
+$739K
|
+27,075
|
+2%
|
|
|
88
|
Kestra Advisory Services
Austin,
Texas
|
$43.1M
|
+$10M
|
+366,314
|
+29%
|
|
|
89
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$42.9M
|
+$2.78M
|
+101,753
|
+7%
|
|
|
90
|
Capital Performance Advisors
Walnut Creek,
California
|
$42.6M
|
+$290K
|
+10,631
|
+0.7%
|
|
|
91
|
Claris Advisors
St. Louis,
Missouri
|
$42.4M
|
+$4.92M
|
+180,366
|
+13%
|
|
|
92
|
TCI Wealth Advisors
Tucson,
Arizona
|
$41M
|
+$389K
|
+14,251
|
+0.9%
|
|
|
93
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
+$8.77M
|
+321,463
|
+26%
|
|
|
94
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$40.7M
|
+$4.41M
|
+161,585
|
+12%
|
|
|
95
|
True Wealth Design
Akron,
Ohio
|
$39.7M
|
+$4.89M
|
+178,995
|
+13%
|
|
|
96
|
Perigon Wealth Management
San Francisco,
California
|
$39.3M
|
-$554K
|
-20,286
|
-1%
|
|
|
97
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$38.7M
|
+$6.77M
|
+248,065
|
+19%
|
|
|
98
|
SC&H Financial Advisors
Sparks,
Maryland
|
$38.7M
|
+$2.51M
|
+91,877
|
+7%
|
|
|
99
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.1M
|
+$6.72M
|
+246,132
|
+20%
|
|
|
100
|
Austin Wealth Management
Austin,
Texas
|
$37.4M
|
+$37.1M
|
+1,360,230
|
New
|
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