|
76
|
MAI Capital Management
Independence,
Ohio
|
$15.9M
|
+$1.14M
|
+29,722
|
+8%
|
|
|
77
|
Perigon Wealth Management
San Francisco,
California
|
$15.8M
|
-$144K
|
-3,760
|
-0.9%
|
|
|
78
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$15.7M
|
+$835K
|
+21,874
|
+6%
|
|
|
79
|
Tortoise Investment Management
White Plains,
New York
|
$15.5M
|
+$174K
|
+4,561
|
+1%
|
|
|
80
|
Physician Wealth Advisors
Midvale,
Utah
|
$15M
|
-$146K
|
-3,831
|
-1%
|
|
|
81
|
|
$13.7M
|
+$475K
|
+12,432
|
+4%
|
|
|
82
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.5M
|
+$688K
|
+18,020
|
+6%
|
|
|
83
|
Security Financial Services
Fort Wayne,
Indiana
|
$13.5M
|
+$784K
|
+20,528
|
+6%
|
|
|
84
|
CVA Family Office
Denver,
Colorado
|
$13.5M
|
+$719K
|
+18,834
|
+6%
|
|
|
85
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$13.2M
|
+$455K
|
+11,914
|
+4%
|
|
|
86
|
FinDec Wealth Services
Stockton,
California
|
$13.1M
|
+$96.4K
|
+2,524
|
+0.8%
|
|
|
87
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$12.9M
|
+$2.75M
|
+71,998
|
+28%
|
|
|
88
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$12.9M
|
-$11.4K
|
-299
|
-0.1%
|
|
|
89
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.8M
|
+$65.6K
|
+1,717
|
+0.5%
|
|
|
90
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$12.3M
|
-$332K
|
-8,682
|
-3%
|
|
|
91
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$12.1M
|
+$221K
|
+5,796
|
+2%
|
|
|
92
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$11.4M
|
+$163K
|
+4,264
|
+1%
|
|
|
93
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$2.88M
|
+75,416
|
+38%
|
|
|
94
|
Centennial Bank
Conway,
Arkansas
|
$10.8M
|
+$852K
|
+22,298
|
+9%
|
|
|
95
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$10.6M
|
+$503K
|
+13,162
|
+5%
|
|
|
96
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$9.65M
|
+$332K
|
+8,697
|
+4%
|
|
|
97
|
Mercer Global Advisors
Denver,
Colorado
|
$8.97M
|
+$170K
|
+4,446
|
+2%
|
|
|
98
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$8.94M
|
-$51.9K
|
-1,358
|
-0.6%
|
|
|
99
|
WMS Partners
Towson,
Maryland
|
$8.78M
|
-$206K
|
-5,386
|
-2%
|
|
|
100
|
Lauer Wealth
Valparaiso,
Indiana
|
$8.63M
|
+$462K
|
+12,101
|
+6%
|
|
