|
51
|
Allworth Financial
Folsom,
California
|
$33.4M
|
-$380K
|
-8,387
|
-1%
|
|
|
52
|
Wealth Architects
Mountain View,
California
|
$33.1M
|
-$143K
|
-3,163
|
-0.4%
|
|
|
53
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$33M
|
-$211K
|
-4,658
|
-0.7%
|
|
|
54
|
Richard Young Associates
Augusta,
Georgia
|
$32.8M
|
+$32M
|
+704,459
|
New
|
|
|
55
|
Cardiff Park Advisors
Carlsbad,
California
|
$31.7M
|
-$2.8M
|
-61,631
|
-8%
|
|
|
56
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$31.5M
|
-$142K
|
-3,121
|
-0.5%
|
|
|
57
|
Mariner
Overland Park,
Kansas
|
$31.2M
|
-$1.76M
|
-38,713
|
-5%
|
|
|
58
|
Root Financial Partners
Encinitas,
California
|
$30.9M
|
-$15.5M
|
-342,608
|
-34%
|
|
|
59
|
M Holdings Securities
Portland,
Oregon
|
$30.7M
|
+$29M
|
+640,256
|
+3,339%
|
|
|
60
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.7M
|
-$2.49M
|
-54,942
|
-8%
|
|
|
61
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.4M
|
-$2.3M
|
-50,817
|
-7%
|
|
|
62
|
McLean Asset Management
Tysons,
Virginia
|
$30.3M
|
-$245K
|
-5,391
|
-0.9%
|
|
|
63
|
Verus Financial Partners
Richmond,
Virginia
|
$29.1M
|
+$25.9M
|
+571,132
|
+2,163%
|
|
|
64
|
Three Arch Wealth Management
Irvine,
California
|
$28.1M
|
+$27.3M
|
+602,251
|
New
|
|
|
65
|
Premier Financial Group
Eureka,
California
|
$27.4M
|
-$103K
|
-2,260
|
-0.4%
|
|
|
66
|
Symmetry Partners
Glastonbury,
Connecticut
|
$27.3M
|
-$1.93M
|
-42,446
|
-7%
|
|
|
67
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$27.1M
|
-$358K
|
-7,898
|
-1%
|
|
|
68
|
WPWealth
Fort Worth,
Texas
|
$27M
|
+$1.99M
|
+43,970
|
+8%
|
|
|
69
|
WorthPointe
La Jolla,
California
|
$26.3M
|
+$1.38M
|
+30,354
|
+6%
|
|
|
70
|
Meritas Wealth Management
Larkspur,
California
|
$26.3M
|
-$699K
|
-15,420
|
-3%
|
|
|
71
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.9M
|
-$386K
|
-8,509
|
-2%
|
|
|
72
|
TFO Wealth Partners
Maumee,
Ohio
|
$25.9M
|
+$76.7K
|
+1,691
|
+0.3%
|
|
|
73
|
LRI Investments
Palm Beach Gardens,
Florida
|
$25.5M
|
-$48.3K
|
-1,064
|
-0.2%
|
|
|
74
|
Clune & Associates
Chicago,
Illinois
|
$25.2M
|
+$3.83M
|
+84,348
|
+19%
|
|
|
75
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$24.1M
|
+$23.4M
|
+516,437
|
New
|
|
