|
26
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$43.6M
|
+$5.01M
|
+219,097
|
+13%
|
|
|
27
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$43.4M
|
+$8.65M
|
+378,427
|
+25%
|
|
|
28
|
New Capital Management
Houston,
Texas
|
$43.3M
|
+$3.02M
|
+132,301
|
+8%
|
|
|
29
|
Morton Capital Management
Calabasas,
California
|
$41.6M
|
-$2.42M
|
-106,080
|
-6%
|
|
|
30
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$40.9M
|
+$213K
|
+9,306
|
+0.5%
|
|
|
31
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$38.6M
|
+$970K
|
+42,444
|
+3%
|
|
|
32
|
Forum Financial Management
Lombard,
Illinois
|
$37.8M
|
+$992K
|
+43,404
|
+3%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.4M
|
+$121K
|
+5,279
|
+0.3%
|
|
|
34
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$35.1M
|
-$1.22M
|
-53,345
|
-3%
|
|
|
35
|
Cardiff Park Advisors
Carlsbad,
California
|
$32.2M
|
+$206K
|
+9,020
|
+0.7%
|
|
|
36
|
First Ascent Asset Management
Denver,
Colorado
|
$32M
|
+$878K
|
+38,417
|
+3%
|
|
|
37
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$31.5M
|
+$383K
|
+16,765
|
+1%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$31.3M
|
+$1.42M
|
+61,976
|
+5%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$30.3M
|
-$628K
|
-27,482
|
-2%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.9M
|
+$979K
|
+42,831
|
+3%
|
|
|
41
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$29.4M
|
-$384K
|
-16,810
|
-1%
|
|
|
42
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$28.6M
|
+$2.55M
|
+111,481
|
+10%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$27.6M
|
+$14.1M
|
+615,984
|
+106%
|
|
|
44
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$25.7M
|
-$241K
|
-10,551
|
-0.9%
|
|
|
45
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$25.1M
|
+$439K
|
+19,197
|
+2%
|
|
|
46
|
Glassman Wealth Services
Vienna,
Virginia
|
$24.4M
|
+$1.95M
|
+85,397
|
+9%
|
|
|
47
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$24.2M
|
+$2.84M
|
+124,118
|
+13%
|
|
|
48
|
M Holdings Securities
Portland,
Oregon
|
$23.6M
|
-$75.8K
|
-3,318
|
-0.3%
|
|
|
49
|
Altiora Financial Group
Lebanon,
Ohio
|
$23.6M
|
-$427K
|
-18,704
|
-2%
|
|
|
50
|
Symmetry Partners
Glastonbury,
Connecticut
|
$23.1M
|
-$560K
|
-24,501
|
-2%
|
|
