|
101
|
Equitable Holdings
New York
|
$14.3M
|
+$615K
|
+11,371
|
+5%
|
|
|
102
|
Mather Group
Chicago,
Illinois
|
$14.3M
|
-$3.35M
|
-62,044
|
-19%
|
|
|
103
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$14.1M
|
-$102K
|
-1,893
|
-0.7%
|
|
|
104
|
Sandy Spring Bank
Olney,
Maryland
|
$14M
|
+$1.29M
|
+23,908
|
+11%
|
|
|
105
|
McLean Asset Management
Tysons,
Virginia
|
$13.9M
|
-$161K
|
-2,971
|
-1%
|
|
|
106
|
|
$13.8M
|
+$714K
|
+13,209
|
+6%
|
|
|
107
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.7M
|
-$17.7M
|
-327,248
|
-57%
|
|
|
108
|
Andrews Lucia Wealth Management
Danville,
California
|
$13.5M
|
-$16.3K
|
-301
|
-0.1%
|
|
|
109
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$13.1M
|
-$27.4K
|
-507
|
-0.2%
|
|
|
110
|
Ruedi Wealth Management
Champaign,
Illinois
|
$13M
|
+$104K
|
+1,922
|
+0.8%
|
|
|
111
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$12.9M
|
+$87.3K
|
+1,615
|
+0.7%
|
|
|
112
|
Cook Wealth
Raleigh,
North Carolina
|
$12.3M
|
-$359K
|
-6,633
|
-3%
|
|
|
113
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$12M
|
-$184K
|
-3,394
|
-2%
|
|
|
114
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.7M
|
+$3.84K
|
+71
|
+0%
|
|
|
115
|
Altiora Financial Group
Lebanon,
Ohio
|
$11.6M
|
+$1.54M
|
+28,455
|
+16%
|
|
|
116
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.2M
|
-$6.3M
|
-116,486
|
-37%
|
|
|
117
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$11.1M
|
+$8.98K
|
+166
|
+0.1%
|
|
|
118
|
BWM Planning
The Woodlands,
Texas
|
$11.1M
|
+$10.8M
|
+199,987
|
New
|
|
|
119
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$10.8M
|
+$132K
|
+2,445
|
+1%
|
|
|
120
|
Compass Advisory Group
Melville,
New York
|
$10.6M
|
-$4.62M
|
-85,464
|
-31%
|
|
|
121
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10.4M
|
+$33.3K
|
+615
|
+0.3%
|
|
|
122
|
Kestra Advisory Services
Austin,
Texas
|
$10.4M
|
-$913K
|
-16,888
|
-8%
|
|
|
123
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$10.2M
|
+$625K
|
+11,551
|
+7%
|
|
|
124
|
Fiduciary Financial Group
San Rafael,
California
|
$9.63M
|
+$665K
|
+12,308
|
+8%
|
|
|
125
|
Aspiriant LLC
Los Angeles,
California
|
$9.55M
|
-$45.5K
|
-841
|
-0.5%
|
|
