|
126
|
EP Wealth Advisors
Torrance,
California
|
$56.2M
|
+$56.4M
|
+758,193
|
New
|
|
|
127
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$55.2M
|
+$473K
|
+6,355
|
+0.9%
|
|
|
128
|
Twele Capital Management
Minnetonka,
Minnesota
|
$54.6M
|
+$3.02M
|
+40,588
|
+6%
|
|
|
129
|
Essential Planning
Portsmouth,
New Hampshire
|
$54.5M
|
-$2.01M
|
-26,950
|
-4%
|
|
|
130
|
Symmetry Partners
Glastonbury,
Connecticut
|
$54.5M
|
+$6.05M
|
+81,236
|
+12%
|
|
|
131
|
Cambridge Advisors
Omaha,
Nebraska
|
$54.1M
|
+$2.67M
|
+35,860
|
+5%
|
|
|
132
|
Wealthspire Advisors (New York)
New York
|
$53.9M
|
-$46.5M
|
-624,161
|
-46%
|
|
|
133
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$53.3M
|
–
|
–
|
–
|
|
|
134
|
Trilogy Capital
Irvine,
California
|
$53.1M
|
+$3.03M
|
+40,747
|
+6%
|
|
|
135
|
Cambridge Associates
Boston,
Massachusetts
|
$53.1M
|
+$6.51M
|
+87,418
|
+14%
|
|
|
136
|
West Financial Advisors
Des Moines,
Iowa
|
$52.8M
|
-$7.03M
|
-94,493
|
-12%
|
|
|
137
|
TSG Advice Partners
Columbus,
Ohio
|
$52.5M
|
+$52.8M
|
+708,793
|
New
|
|
|
138
|
Zhang Financial
Portage,
Michigan
|
$51.2M
|
+$4.45M
|
+59,809
|
+9%
|
|
|
139
|
SimpliFi Inc
San Diego,
California
|
$50.4M
|
+$50.6M
|
+679,847
|
New
|
|
|
140
|
Arkos Global Advisors
Houston,
Texas
|
$50.3M
|
+$4.71M
|
+63,243
|
+10%
|
|
|
141
|
Equitable Holdings
New York
|
$50.3M
|
+$951K
|
+12,779
|
+2%
|
|
|
142
|
Amicus Financial Advisors
Lubbock,
Texas
|
$50M
|
+$50.2M
|
+674,499
|
New
|
|
|
143
|
Riversedge Advisors
Wilmington,
Delaware
|
$49.6M
|
+$4.99M
|
+67,012
|
+11%
|
|
|
144
|
Karpus Investment Management
Pittsford,
New York
|
$49.3M
|
+$12.1M
|
+163,119
|
+32%
|
|
|
145
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$49.2M
|
+$551K
|
+7,408
|
+1%
|
|
|
146
|
Howard Capital Management
Roswell,
Georgia
|
$49M
|
–
|
–
|
–
|
|
|
147
|
GuidedMoney
Black Earth,
Wisconsin
|
$48.9M
|
+$49.1M
|
+659,718
|
New
|
|
|
148
|
Raffa Wealth Management
Washington,
District of Columbia
|
$46.7M
|
-$24.8M
|
-332,576
|
-35%
|
|
|
149
|
Boston Partners
Boston,
Massachusetts
|
$46M
|
–
|
–
|
–
|
|
|
150
|
Crewe Advisors
Salt Lake City,
Utah
|
$44.8M
|
+$2.09M
|
+28,019
|
+5%
|
|
