|
76
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$46.5M
|
+$17.9M
|
+195,713
|
+63%
|
|
|
77
|
Steward Partners Investment Advisory
New York
|
$45.8M
|
+$6.47M
|
+70,642
|
+16%
|
|
|
78
|
&Partners
Nashville,
Tennessee
|
$45.8M
|
+$4.55M
|
+49,698
|
+11%
|
|
|
79
|
Encompass More Asset Management
Danville,
California
|
$45.7M
|
+$3.66M
|
+40,036
|
+9%
|
|
|
80
|
Portside Wealth Group
Provo,
Utah
|
$45.5M
|
-$3.72M
|
-40,658
|
-8%
|
|
|
81
|
Ausdal Financial Partners
Davenport,
Iowa
|
$45.3M
|
+$4.46M
|
+48,689
|
+11%
|
|
|
82
|
Apriem Advisors
Irvine,
California
|
$44.6M
|
+$1.53M
|
+16,743
|
+4%
|
|
|
83
|
Second Half Financial Partners
Sebring,
Florida
|
$43M
|
–
|
–
|
–
|
|
|
84
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$42.9M
|
+$13.1M
|
+142,880
|
+44%
|
|
|
85
|
Sollinda Capital Management
Miami,
Florida
|
$42.9M
|
-$2.83M
|
-30,896
|
-6%
|
|
|
86
|
EP Wealth Advisors
Torrance,
California
|
$42.4M
|
+$5.49M
|
+59,953
|
+15%
|
|
|
87
|
Trivium Point Advisory
Westport,
Connecticut
|
$42.1M
|
+$37.5M
|
+409,508
|
+829%
|
|
|
88
|
Gradient Investments
Arden Hills,
Minnesota
|
$41.9M
|
+$405K
|
+4,422
|
+1%
|
|
|
89
|
Capital World Investors
Los Angeles,
California
|
$40.9M
|
-$2.93M
|
-32,057
|
-7%
|
|
|
90
|
Cresset Asset Management
Chicago,
Illinois
|
$40.4M
|
-$423K
|
-4,620
|
-1%
|
|
|
91
|
Dimension Capital Management
Coral Gables,
Florida
|
$39.5M
|
-$1.77M
|
-19,301
|
-4%
|
|
|
92
|
D.A. Davidson & Co
Great Falls,
Montana
|
$39.5M
|
-$1.84M
|
-20,143
|
-4%
|
|
|
93
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$38.4M
|
+$2.89M
|
+31,575
|
+8%
|
|
|
94
|
Concurrent Investment Advisors
Tampa,
Florida
|
$37.5M
|
-$118M
|
-1,288,062
|
-76%
|
|
|
95
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$37.2M
|
+$14.6M
|
+159,679
|
+65%
|
|
|
96
|
One Capital Management
Westlake Village,
California
|
$37M
|
–
|
–
|
–
|
|
|
97
|
RFG Advisory
Birmingham,
Alabama
|
$36.3M
|
+$1.55M
|
+16,886
|
+4%
|
|
|
98
|
Jones Financial Companies
Des Peres,
Missouri
|
$36M
|
-$7.3M
|
-79,740
|
-17%
|
|
|
99
|
Gotham Asset Management
New York
|
$35.5M
|
-$19.5M
|
-213,473
|
-36%
|
|
|
100
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$35.2M
|
-$5.24M
|
-57,238
|
-13%
|
|
