|
51
|
HT Partners
Centerbrook,
Connecticut
|
$38.3M
|
+$147K
|
+3,000
|
+0.4%
|
|
|
52
|
Lutz Financial Services
Omaha,
Nebraska
|
$36.8M
|
+$30.9M
|
+632,650
|
+571%
|
|
|
53
|
Lazard Asset Management
New York
|
$36.1M
|
–
|
–
|
–
|
|
|
54
|
West Financial Advisors
Des Moines,
Iowa
|
$35.1M
|
+$34.7M
|
+709,103
|
New
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$34.7M
|
+$874K
|
+17,868
|
+3%
|
|
|
56
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$34.5M
|
–
|
–
|
–
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$34.2M
|
+$16M
|
+328,066
|
+91%
|
|
|
58
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$33.5M
|
+$2.85M
|
+58,224
|
+9%
|
|
|
59
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$33.4M
|
-$272K
|
-5,565
|
-0.8%
|
|
|
60
|
Modera Wealth Management
Westwood,
New Jersey
|
$31M
|
+$14.6M
|
+299,439
|
+92%
|
|
|
61
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$30.8M
|
-$2.7M
|
-55,199
|
-8%
|
|
|
62
|
UMB Bank
Kansas City,
Missouri
|
$30.8M
|
+$30.4M
|
+621,204
|
+82,827%
|
|
|
63
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$30.2M
|
+$392K
|
+8,013
|
+1%
|
|
|
64
|
Strata Wealth Advisors
Dallas,
Texas
|
$29.3M
|
+$28.9M
|
+591,559
|
New
|
|
|
65
|
Callan Capital
La Jolla,
California
|
$28.8M
|
+$27.8M
|
+568,765
|
+4,653%
|
|
|
66
|
Wealthspire Advisors (New York)
New York
|
$27.9M
|
+$1.21M
|
+24,655
|
+5%
|
|
|
67
|
Avidian Wealth Enterprises
Houston,
Texas
|
$26.8M
|
-$3.08M
|
-62,965
|
-10%
|
|
|
68
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$26.6M
|
+$5.53M
|
+113,215
|
+27%
|
|
|
69
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$26M
|
+$25.7M
|
+526,200
|
New
|
|
|
70
|
BSW Wealth Partners
Boulder,
Colorado
|
$25.9M
|
-$22M
|
-449,069
|
-46%
|
|
|
71
|
Mosaic Advisors
Houston,
Texas
|
$25M
|
-$24.3M
|
-497,911
|
-50%
|
|
|
72
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$24.8M
|
+$8.94M
|
+182,914
|
+58%
|
|
|
73
|
Passive Capital Management
Baltimore,
Maryland
|
$24.6M
|
-$9.65M
|
-197,410
|
-28%
|
|
|
74
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$23.9M
|
-$2.67M
|
-54,660
|
-10%
|
|
|
75
|
Private Ocean
San Rafael,
California
|
$23.6M
|
-$6.7M
|
-137,072
|
-22%
|
|
