|
101
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.66M
|
–
|
–
|
–
|
|
|
102
|
Shearwater Capital
Denver,
Colorado
|
$4.61M
|
+$52.6K
|
+1,130
|
+1%
|
|
|
103
|
Gradient Capital Advisors
San Diego,
California
|
$4.6M
|
+$19.9K
|
+427
|
+0.4%
|
|
|
104
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.46M
|
+$22.8K
|
+490
|
+0.5%
|
|
|
105
|
Wealthstream Advisors
New York
|
$4.19M
|
-$20.1K
|
-432
|
-0.5%
|
|
|
106
|
United Capital Financial Advisors
Irving,
Texas
|
$4.17M
|
+$170K
|
+3,650
|
+4%
|
|
|
107
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.09M
|
+$76K
|
+1,633
|
+2%
|
|
|
108
|
Soundmark Wealth Management
Kirkland,
Washington
|
$4.09M
|
+$10.2K
|
+219
|
+0.3%
|
|
|
109
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.07M
|
+$365K
|
+7,848
|
+10%
|
|
|
110
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.06M
|
-$328K
|
-7,037
|
-7%
|
|
|
111
|
Claris Advisors
St. Louis,
Missouri
|
$3.92M
|
+$181K
|
+3,890
|
+5%
|
|
|
112
|
Kestra Advisory Services
Austin,
Texas
|
$3.89M
|
+$575K
|
+12,356
|
+17%
|
|
|
113
|
Equitable Holdings
New York
|
$3.75M
|
-$19.9K
|
-427
|
-0.5%
|
|
|
114
|
Evensky & Katz
Coral Gables,
Florida
|
$3.7M
|
-$23.8K
|
-512
|
-0.6%
|
|
|
115
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.65M
|
+$3.65M
|
+78,434
|
New
|
|
|
116
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.49M
|
-$4.99M
|
-107,129
|
-59%
|
|
|
117
|
CPWM LLC
Seattle,
Washington
|
$3.47M
|
+$36.8K
|
+791
|
+1%
|
|
|
118
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
+$346K
|
+7,434
|
+11%
|
|
|
119
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.35M
|
+$1.35M
|
+28,916
|
+67%
|
|
|
120
|
3D/L Capital Management
Hartford,
Connecticut
|
$3.26M
|
-$12.7K
|
-273
|
-0.4%
|
|
|
121
|
Stifel Financial
St. Louis,
Missouri
|
$3.14M
|
-$175K
|
-3,759
|
-5%
|
|
|
122
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3.12M
|
-$1.02K
|
-22
|
-0%
|
|
|
123
|
Klingman & Associates
New York
|
$3.01M
|
–
|
–
|
–
|
|
|
124
|
Applied Capital
Little Rock,
Arkansas
|
$2.98M
|
+$2.98M
|
+64,015
|
New
|
|
|
125
|
Financial Connections Group
Corte Madera,
California
|
$2.94M
|
+$2.14M
|
+46,004
|
+268%
|
|
