|
51
|
Perigon Wealth Management
San Francisco,
California
|
$25.5M
|
-$170K
|
-5,282
|
-0.7%
|
|
|
52
|
Mission Wealth Management
Santa Barbara,
California
|
$25.2M
|
-$2.66M
|
-82,722
|
-10%
|
|
|
53
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.8M
|
+$2.41M
|
+75,026
|
+11%
|
|
|
54
|
Morling Financial Advisors
Fremont,
California
|
$24.7M
|
+$749K
|
+23,262
|
+3%
|
|
|
55
|
Annandale Capital
Dallas,
Texas
|
$24.5M
|
+$1.4M
|
+43,472
|
+6%
|
|
|
56
|
Physician Wealth Advisors
Midvale,
Utah
|
$24.2M
|
+$5.12M
|
+159,061
|
+27%
|
|
|
57
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$24.1M
|
+$3.38M
|
+105,136
|
+17%
|
|
|
58
|
Fiduciary Financial Group
San Rafael,
California
|
$23.2M
|
+$1.51M
|
+46,987
|
+7%
|
|
|
59
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$23.1M
|
-$674K
|
-20,957
|
-3%
|
|
|
60
|
Berger Financial Group
Plymouth,
Minnesota
|
$23M
|
+$455K
|
+14,138
|
+2%
|
|
|
61
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$22.7M
|
+$150K
|
+4,664
|
+0.7%
|
|
|
62
|
Clearstead Advisors
Cleveland,
Ohio
|
$22M
|
+$178K
|
+5,517
|
+0.8%
|
|
|
63
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$21.9M
|
+$163K
|
+5,062
|
+0.8%
|
|
|
64
|
CPA Asset Management
West Palm Beach,
Florida
|
$21.9M
|
+$871K
|
+27,079
|
+4%
|
|
|
65
|
|
$21.3M
|
+$2.43M
|
+75,563
|
+13%
|
|
|
66
|
Brighton Jones LLC
Seattle,
Washington
|
$21.2M
|
+$1.45M
|
+44,903
|
+7%
|
|
|
67
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$21.2M
|
+$1.02M
|
+31,778
|
+5%
|
|
|
68
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$20.9M
|
+$1.3M
|
+40,389
|
+7%
|
|
|
69
|
Arista Wealth Management
Las Vegas,
Nevada
|
$20.8M
|
+$504K
|
+15,655
|
+3%
|
|
|
70
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$20.5M
|
+$176K
|
+5,457
|
+0.9%
|
|
|
71
|
Modera Wealth Management
Westwood,
New Jersey
|
$20M
|
-$758K
|
-23,568
|
-4%
|
|
|
72
|
Pioneer Wealth Management Group
Austin,
Texas
|
$19.9M
|
+$286K
|
+8,877
|
+1%
|
|
|
73
|
Creative Capital Management Investments
San Diego,
California
|
$19.6M
|
+$522K
|
+16,221
|
+3%
|
|
|
74
|
Colony Family Offices
Charlotte,
North Carolina
|
$19.5M
|
+$605K
|
+18,790
|
+3%
|
|
|
75
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$19.4M
|
-$161K
|
-5,002
|
-0.8%
|
|
