|
176
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.85M
|
+$387K
|
+5,134
|
+4%
|
|
|
177
|
Retirement Capital Strategies
San Jose,
California
|
$9.81M
|
+$9.66M
|
+128,075
|
New
|
|
|
178
|
MA Private Wealth
San Carlos,
California
|
$9.66M
|
-$260K
|
-3,449
|
-3%
|
|
|
179
|
Corient Private Wealth
Miami,
Florida
|
$9.47M
|
+$7.39M
|
+97,970
|
+381%
|
|
|
180
|
Atria Investments
Charlotte,
North Carolina
|
$9.4M
|
-$2.63M
|
-34,884
|
-22%
|
|
|
181
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$9.4M
|
+$820K
|
+10,873
|
+10%
|
|
|
182
|
BOK Financial
Tulsa,
Oklahoma
|
$9.39M
|
-$401K
|
-5,315
|
-4%
|
|
|
183
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$9.34M
|
+$90.8K
|
+1,204
|
+1%
|
|
|
184
|
Avantax Planning Partners
Dubuque,
Iowa
|
$9.12M
|
+$508K
|
+6,735
|
+6%
|
|
|
185
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.1M
|
-$1.24M
|
-16,479
|
-12%
|
|
|
186
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.95M
|
+$1.21M
|
+16,052
|
+16%
|
|
|
187
|
Principal Financial Group
Des Moines,
Iowa
|
$8.92M
|
+$1.68M
|
+22,221
|
+24%
|
|
|
188
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$8.84M
|
-$115K
|
-1,524
|
-1%
|
|
|
189
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.82M
|
+$5.92M
|
+78,480
|
+213%
|
|
|
190
|
Hanover Advisors
Seneca,
South Carolina
|
$8.77M
|
-$259K
|
-3,431
|
-3%
|
|
|
191
|
Verde Capital Management
Clarkston,
Michigan
|
$8.57M
|
+$241K
|
+3,197
|
+3%
|
|
|
192
|
SigFig Wealth Management
San Francisco,
California
|
$8.55M
|
-$21.7K
|
-288
|
-0.3%
|
|
|
193
|
Systelligence LLC
Bloomington,
Minnesota
|
$8.44M
|
-$5.65M
|
-74,860
|
-40%
|
|
|
194
|
Fonville Wealth Management
Richmond,
Virginia
|
$8.19M
|
+$315K
|
+4,180
|
+4%
|
|
|
195
|
William Blair & Company
Chicago,
Illinois
|
$8.07M
|
-$655K
|
-8,686
|
-8%
|
|
|
196
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$8.03M
|
-$1.57M
|
-20,773
|
-17%
|
|
|
197
|
Cambridge Capital Management
O'fallon,
Illinois
|
$7.99M
|
+$1.04M
|
+13,738
|
+15%
|
|
|
198
|
Stephen J. Garry & Associates
Garden City,
New York
|
$7.99M
|
+$254K
|
+3,369
|
+3%
|
|
|
199
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.8M
|
-$363K
|
-4,806
|
-5%
|
|
|
200
|
Sterling Financial Planning
Sparta,
New Jersey
|
$7.77M
|
+$541K
|
+7,169
|
+8%
|
|
