|
501
|
Cerity Partners OCIO
New York
|
$12M
|
-$4.23M
|
-42,318
|
-26%
|
|
|
502
|
Parkway Wealth Management
Plano,
Texas
|
$12M
|
+$412K
|
+4,121
|
+4%
|
|
|
503
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12M
|
-$448K
|
-4,479
|
-4%
|
|
|
504
|
IEQ Capital
Foster City,
California
|
$11.9M
|
+$123K
|
+1,233
|
+1%
|
|
|
505
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$11.9M
|
+$319K
|
+3,191
|
+3%
|
|
|
506
|
Roundview Capital
Princeton,
New Jersey
|
$11.9M
|
+$510K
|
+5,095
|
+4%
|
|
|
507
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$11.8M
|
-$89.9K
|
-899
|
-0.7%
|
|
|
508
|
NDWM LLC
La Jolla,
California
|
$11.8M
|
+$8.7M
|
+86,926
|
+270%
|
|
|
509
|
OFS Enterprise
Kearney,
Nebraska
|
$11.8M
|
+$11.9M
|
+119,100
|
New
|
|
|
510
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$11.8M
|
+$6.02M
|
+60,183
|
+102%
|
|
|
511
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$11.7M
|
+$1.11M
|
+11,052
|
+10%
|
|
|
512
|
MGO One Seven
Beachwood,
Ohio
|
$11.7M
|
-$5.39M
|
-53,830
|
-31%
|
|
|
513
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$11.6M
|
+$463K
|
+4,631
|
+4%
|
|
|
514
|
PFG Advisors
Phoenix,
Arizona
|
$11.6M
|
-$123K
|
-1,231
|
-1%
|
|
|
515
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$11.5M
|
+$303K
|
+3,026
|
+3%
|
|
|
516
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.2M
|
-$5.2K
|
-52
|
-0%
|
|
|
517
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$11.2M
|
+$84.1K
|
+841
|
+0.8%
|
|
|
518
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.1M
|
+$545K
|
+5,450
|
+5%
|
|
|
519
|
Kingswood Wealth Advisors
San Diego,
California
|
$10.9M
|
+$9.8K
|
+98
|
+0.1%
|
|
|
520
|
Main Management
San Francisco,
California
|
$10.8M
|
+$3.29M
|
+32,902
|
+43%
|
|
|
521
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.8M
|
-$592K
|
-5,914
|
-5%
|
|
|
522
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$10.7M
|
-$328K
|
-3,275
|
-3%
|
|
|
523
|
LeConte Wealth Management
Maryville,
Tennessee
|
$10.7M
|
+$767K
|
+7,667
|
+8%
|
|
|
524
|
IFP Advisors
Tampa,
Florida
|
$10.6M
|
+$452K
|
+4,518
|
+4%
|
|
|
525
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$10.6M
|
-$413K
|
-4,127
|
-4%
|
|
