|
76
|
Allworth Financial
Folsom,
California
|
$20.4M
|
-$1.71M
|
-17,467
|
-8%
|
|
|
77
|
Disciplina Capital Management
Nashville,
Tennessee
|
$20.4M
|
-$455K
|
-4,632
|
-2%
|
|
|
78
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$20M
|
+$1.1M
|
+11,234
|
+6%
|
|
|
79
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$19.1M
|
+$19.4M
|
+197,202
|
New
|
|
|
80
|
Passive Capital Management
Baltimore,
Maryland
|
$19.1M
|
+$22.4K
|
+228
|
+0.1%
|
|
|
81
|
Apella Capital
West Hartford,
Connecticut
|
$18.5M
|
+$114K
|
+1,161
|
+0.6%
|
|
|
82
|
Cardiff Park Advisors
Carlsbad,
California
|
$18.2M
|
+$20.5K
|
+209
|
+0.1%
|
|
|
83
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$18.2M
|
-$226K
|
-2,304
|
-1%
|
|
|
84
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$17.9M
|
-$157K
|
-1,595
|
-0.9%
|
|
|
85
|
REDW Wealth
Albuquerque,
New Mexico
|
$17.7M
|
-$5.78M
|
-58,822
|
-24%
|
|
|
86
|
Mattern Wealth Management
Lawrence,
Kansas
|
$16.7M
|
-$58.4K
|
-595
|
-0.3%
|
|
|
87
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$825K
|
+8,401
|
+5%
|
|
|
88
|
Parkworth Wealth Management
Los Gatos,
California
|
$16.2M
|
+$16.4M
|
+167,160
|
New
|
|
|
89
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$16.2M
|
+$109K
|
+1,108
|
+0.7%
|
|
|
90
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$15.9M
|
+$694K
|
+7,065
|
+4%
|
|
|
91
|
Trace Wealth Advisors
Los Angeles,
California
|
$15.2M
|
+$15.4M
|
+156,955
|
New
|
|
|
92
|
Trajan Wealth
Scottsdale,
Arizona
|
$15M
|
-$823K
|
-8,378
|
-5%
|
|
|
93
|
Zhang Financial
Portage,
Michigan
|
$14.7M
|
+$729K
|
+7,422
|
+5%
|
|
|
94
|
WR Wealth Planners
Columbia,
Missouri
|
$14.6M
|
+$350K
|
+3,564
|
+2%
|
|
|
95
|
Acropolis Investment Management
St. Louis,
Missouri
|
$14.4M
|
+$73.8K
|
+752
|
+0.5%
|
|
|
96
|
|
$14.2M
|
-$794K
|
-8,087
|
-5%
|
|
|
97
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$14.1M
|
+$14.3M
|
+145,618
|
New
|
|
|
98
|
CVA Family Office
Denver,
Colorado
|
$13.9M
|
-$58.4K
|
-595
|
-0.4%
|
|
|
99
|
LexAurum Advisors
Overland Park,
Kansas
|
$13.7M
|
+$330K
|
+3,360
|
+2%
|
|
|
100
|
My Personal CFO LLC
Vancouver,
Washington
|
$13.2M
|
+$763K
|
+7,771
|
+6%
|
|
