|
51
|
Shira Ridge Wealth Management
Larkspur,
California
|
$19.9M
|
+$177K
|
+4,871
|
+0.9%
|
|
|
52
|
AWM Capital
Phoenix,
Arizona
|
$19.8M
|
-$85.9K
|
-2,363
|
-0.4%
|
|
|
53
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$859K
|
+23,633
|
+5%
|
|
|
54
|
AssetMark Inc
Concord,
California
|
$19.4M
|
+$646K
|
+17,765
|
+4%
|
|
|
55
|
Kure Advisory
Plymouth,
Minnesota
|
$19.4M
|
+$541K
|
+14,890
|
+3%
|
|
|
56
|
Private Ocean
San Rafael,
California
|
$18.9M
|
+$50.6K
|
+1,392
|
+0.3%
|
|
|
57
|
Quantum Financial Advisors
El Segundo,
California
|
$18.7M
|
+$109
|
+3
|
+0%
|
|
|
58
|
ACT Advisors
Asheville,
North Carolina
|
$18.5M
|
-$351K
|
-9,662
|
-2%
|
|
|
59
|
Mission Wealth Management
Santa Barbara,
California
|
$18.2M
|
-$369K
|
-10,143
|
-2%
|
|
|
60
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$17.8M
|
-$36.6K
|
-1,007
|
-0.2%
|
|
|
61
|
Morling Financial Advisors
Fremont,
California
|
$17.7M
|
+$322K
|
+8,865
|
+2%
|
|
|
62
|
Heritage Investment Group
Pompano Beach,
Florida
|
$17.5M
|
+$13.7K
|
+376
|
+0.1%
|
|
|
63
|
VeraBank
Henderson,
Texas
|
$16.9M
|
+$294K
|
+8,086
|
+2%
|
|
|
64
|
IFP Advisors
Tampa,
Florida
|
$16.9M
|
+$2M
|
+54,952
|
+14%
|
|
|
65
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$989K
|
+27,215
|
+6%
|
|
|
66
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.7M
|
-$3.74M
|
-102,899
|
-19%
|
|
|
67
|
Envision Financial Planning
Memphis,
Tennessee
|
$16.5M
|
+$318K
|
+8,758
|
+2%
|
|
|
68
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$16.4M
|
+$3.51M
|
+96,715
|
+28%
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$16M
|
+$1.01M
|
+27,828
|
+7%
|
|
|
70
|
Zhang Financial
Portage,
Michigan
|
$15.4M
|
+$15K
|
+414
|
+0.1%
|
|
|
71
|
Perigon Wealth Management
San Francisco,
California
|
$15.1M
|
+$1.59M
|
+43,795
|
+12%
|
|
|
72
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$15.1M
|
+$2.64M
|
+72,584
|
+22%
|
|
|
73
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$15.1M
|
+$877K
|
+24,143
|
+6%
|
|
|
74
|
Physician Wealth Advisors
Midvale,
Utah
|
$14.8M
|
+$125K
|
+3,433
|
+0.9%
|
|
|
75
|
Tortoise Investment Management
White Plains,
New York
|
$14.4M
|
+$706K
|
+19,432
|
+5%
|
|
