|
51
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$15.5M
|
+$873K
|
+20,470
|
+5%
|
|
|
52
|
Adero Partners
Pleasanton,
California
|
$14.8M
|
-$31.2K
|
-732
|
-0.2%
|
|
|
53
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$14.7M
|
+$76.8K
|
+1,801
|
+0.5%
|
|
|
54
|
Quantum Financial Advisors
El Segundo,
California
|
$14.4M
|
-$488K
|
-11,440
|
-3%
|
|
|
55
|
Pathstone Family Office
Englewood,
New Jersey
|
$13.5M
|
-$179K
|
-4,190
|
-1%
|
|
|
56
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$1.28M
|
+29,943
|
+10%
|
|
|
57
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$13.2M
|
+$161K
|
+3,770
|
+1%
|
|
|
58
|
Libra Wealth
Los Gatos,
California
|
$12.6M
|
+$1.49M
|
+34,849
|
+12%
|
|
|
59
|
Pure Financial Advisors
San Diego,
California
|
$12.3M
|
+$4.97M
|
+116,568
|
+59%
|
|
|
60
|
Dopkins Wealth Management
Williamsville,
New York
|
$12.2M
|
+$56.9K
|
+1,334
|
+0.4%
|
|
|
61
|
McLean Asset Management
Tysons,
Virginia
|
$11.9M
|
-$35K
|
-821
|
-0.3%
|
|
|
62
|
Mariner
Overland Park,
Kansas
|
$11.9M
|
+$1.98M
|
+46,376
|
+18%
|
|
|
63
|
Cardiff Park Advisors
Carlsbad,
California
|
$11.7M
|
-$370K
|
-8,673
|
-3%
|
|
|
64
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.2M
|
+$692K
|
+16,226
|
+6%
|
|
|
65
|
Triune Financial Partners
Overland Park,
Kansas
|
$10.8M
|
+$173K
|
+4,045
|
+1%
|
|
|
66
|
Watchman Group
Plano,
Texas
|
$10.8M
|
+$1.22M
|
+28,598
|
+11%
|
|
|
67
|
Larson Financial Group
St Louis,
Missouri
|
$10.7M
|
+$247K
|
+5,797
|
+2%
|
|
|
68
|
Steward Financial Group
Colleyville,
Texas
|
$10.6M
|
+$378K
|
+8,852
|
+3%
|
|
|
69
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$978K
|
+22,932
|
+9%
|
|
|
70
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10.3M
|
-$169K
|
-3,966
|
-1%
|
|
|
71
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$9.73M
|
-$283K
|
-6,640
|
-3%
|
|
|
72
|
Liberty Wealth Management
Oakland,
California
|
$9.47M
|
+$7.73M
|
+181,184
|
+292%
|
|
|
73
|
Andrews Lucia Wealth Management
Danville,
California
|
$9.45M
|
-$119K
|
-2,800
|
-1%
|
|
|
74
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.94M
|
+$724K
|
+16,983
|
+8%
|
|
|
75
|
G2 Capital Management
Columbus,
Ohio
|
$8.87M
|
+$92.4K
|
+2,166
|
+1%
|
|
