|
51
|
Premier Financial Group
Eureka,
California
|
$35.2M
|
-$209K
|
-4,676
|
-0.6%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$34.9M
|
+$9.59M
|
+214,356
|
+40%
|
|
|
53
|
Beacon Pointe Advisors
Newport Beach,
California
|
$34.4M
|
+$4.42M
|
+98,779
|
+15%
|
|
|
54
|
Wealth Architects
Mountain View,
California
|
$33.9M
|
-$111K
|
-2,490
|
-0.3%
|
|
|
55
|
Willow Creek Wealth Management
Sebastopol,
California
|
$33.8M
|
-$250K
|
-5,580
|
-0.8%
|
|
|
56
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$33.4M
|
+$109K
|
+2,445
|
+0.3%
|
|
|
57
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$32.7M
|
+$1.32M
|
+29,551
|
+4%
|
|
|
58
|
Sequoia Financial Advisors
Akron,
Ohio
|
$32.2M
|
+$3.82M
|
+85,298
|
+14%
|
|
|
59
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$32M
|
-$318K
|
-7,119
|
-1%
|
|
|
60
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$30.1M
|
+$7.39M
|
+165,167
|
+34%
|
|
|
61
|
Trinity Financial Advisors
Columbus,
Ohio
|
$30.1M
|
+$382K
|
+8,540
|
+1%
|
|
|
62
|
Wells Fargo
San Francisco,
California
|
$29M
|
+$3.92M
|
+87,559
|
+16%
|
|
|
63
|
Schoolcraft Capital
Boulder,
Colorado
|
$28.3M
|
-$1.96M
|
-43,744
|
-7%
|
|
|
64
|
Eclectic Associates
Fullerton,
California
|
$28M
|
+$8.12M
|
+181,412
|
+43%
|
|
|
65
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$27.8M
|
-$376K
|
-8,400
|
-1%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$26.9M
|
+$2.61M
|
+58,247
|
+11%
|
|
|
67
|
Fiduciary Financial Group
San Rafael,
California
|
$25.1M
|
+$1.4M
|
+31,330
|
+6%
|
|
|
68
|
Capital Performance Advisors
Walnut Creek,
California
|
$25.1M
|
-$885K
|
-19,782
|
-4%
|
|
|
69
|
|
$24.5M
|
+$1.01M
|
+22,682
|
+4%
|
|
|
70
|
Equitable Holdings
New York
|
$24.3M
|
+$3.41M
|
+76,120
|
+17%
|
|
|
71
|
Allworth Financial
Folsom,
California
|
$23.6M
|
+$597K
|
+13,344
|
+3%
|
|
|
72
|
|
$23.2M
|
+$2.08M
|
+46,502
|
+10%
|
|
|
73
|
|
$23.1M
|
-$38.7M
|
-866,003
|
-63%
|
|
|
74
|
Ocean Park Asset Management
Santa Monica,
California
|
$22.9M
|
+$22.2M
|
+495,900
|
New
|
|
|
75
|
McMill Wealth Management
Norfolk,
Nebraska
|
$22.6M
|
-$40.1K
|
-896
|
-0.2%
|
|
