|
101
|
Stratos Investment Management
Beachwood,
Ohio
|
$10.6M
|
+$10.1M
|
+169,915
|
New
|
|
|
102
|
|
$10.4M
|
+$1.9M
|
+32,095
|
+24%
|
|
|
103
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.1M
|
+$1.79M
|
+30,223
|
+23%
|
|
|
104
|
WorthPointe
La Jolla,
California
|
$10.1M
|
-$15.3K
|
-259
|
-0.2%
|
|
|
105
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.92M
|
+$230K
|
+3,881
|
+2%
|
|
|
106
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$9.84M
|
-$452K
|
-7,635
|
-5%
|
|
|
107
|
|
$9.78M
|
+$1.6M
|
+26,958
|
+21%
|
|
|
108
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$9.75M
|
+$1.09M
|
+18,400
|
+13%
|
|
|
109
|
Spinnaker Investment Group
Newport Beach,
California
|
$9.5M
|
+$521K
|
+8,808
|
+6%
|
|
|
110
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.5M
|
+$1.76M
|
+29,782
|
+24%
|
|
|
111
|
Granite Harbor Advisors
Houston,
Texas
|
$9.36M
|
+$228K
|
+3,852
|
+3%
|
|
|
112
|
Capital Performance Advisors
Walnut Creek,
California
|
$9.06M
|
-$72.8K
|
-1,231
|
-0.8%
|
|
|
113
|
Divergent Planning
Bethesda,
Maryland
|
$9.05M
|
+$8.68M
|
+146,643
|
New
|
|
|
114
|
MAI Capital Management
Independence,
Ohio
|
$8.82M
|
+$8.37M
|
+141,462
|
New
|
|
|
115
|
1900 Wealth Management
San Antonio,
Texas
|
$8.75M
|
-$149K
|
-2,516
|
-2%
|
|
|
116
|
Your Advocates Ltd
Houston,
Texas
|
$8.74M
|
-$716K
|
-12,097
|
-8%
|
|
|
117
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.64M
|
-$201K
|
-3,393
|
-2%
|
|
|
118
|
Bridgewater Advisors
New York
|
$8.62M
|
-$82.8K
|
-1,399
|
-1%
|
|
|
119
|
Mendota Financial Group
Madison,
Wisconsin
|
$8.54M
|
+$6.27M
|
+106,004
|
+343%
|
|
|
120
|
Forum Financial Management
Lombard,
Illinois
|
$8.47M
|
-$15K
|
-254
|
-0.2%
|
|
|
121
|
Enzi Wealth
Austin,
Texas
|
$8.34M
|
-$49.5K
|
-837
|
-0.6%
|
|
|
122
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$8.32M
|
+$236K
|
+3,993
|
+3%
|
|
|
123
|
Spire Wealth Management
Mclean,
Virginia
|
$8.26M
|
+$106K
|
+1,788
|
+1%
|
|
|
124
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.21M
|
-$2.75M
|
-46,508
|
-26%
|
|
|
125
|
TFO Wealth Partners
Maumee,
Ohio
|
$8.18M
|
-$154K
|
-2,600
|
-2%
|
|
