|
76
|
Advisornet Financial
Minnetonka,
Minnesota
|
$19.5M
|
+$3.3M
|
+80,854
|
+20%
|
|
|
77
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
+$226K
|
+5,525
|
+1%
|
|
|
78
|
AssetMark Inc
Concord,
California
|
$18.4M
|
-$432K
|
-10,568
|
-2%
|
|
|
79
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.9M
|
+$817K
|
+19,993
|
+5%
|
|
|
80
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
+$16.5M
|
+404,030
|
+1,193%
|
|
|
81
|
MAI Capital Management
Independence,
Ohio
|
$17.6M
|
+$1.42M
|
+34,679
|
+9%
|
|
|
82
|
Timonier Family Office
Winston Salem,
North Carolina
|
$17.2M
|
+$17.4M
|
+425,930
|
New
|
|
|
83
|
Two Sigma Investments
New York
|
$17.2M
|
+$17.3M
|
+423,900
|
New
|
|
|
84
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$16.9M
|
+$910K
|
+22,265
|
+6%
|
|
|
85
|
Zhang Financial
Portage,
Michigan
|
$16.8M
|
+$91.3K
|
+2,236
|
+0.5%
|
|
|
86
|
Mercer Global Advisors
Denver,
Colorado
|
$16.8M
|
+$7.61M
|
+186,193
|
+82%
|
|
|
87
|
Perigon Wealth Management
San Francisco,
California
|
$16.4M
|
+$44.7K
|
+1,093
|
+0.3%
|
|
|
88
|
Tortoise Investment Management
White Plains,
New York
|
$16.2M
|
+$400K
|
+9,803
|
+3%
|
|
|
89
|
Physician Wealth Advisors
Midvale,
Utah
|
$15.6M
|
+$465K
|
+11,394
|
+3%
|
|
|
90
|
CVA Family Office
Denver,
Colorado
|
$15.3M
|
+$1.63M
|
+39,924
|
+12%
|
|
|
91
|
Prudent Man Investment Management
Louisville,
Colorado
|
$15.3M
|
+$15.5M
|
+378,207
|
New
|
|
|
92
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$14.7M
|
-$1.63M
|
-39,844
|
-10%
|
|
|
93
|
|
$14.6M
|
+$673K
|
+16,471
|
+5%
|
|
|
94
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$13.8M
|
+$608K
|
+14,884
|
+5%
|
|
|
95
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.5M
|
-$298K
|
-7,291
|
-2%
|
|
|
96
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.2M
|
+$174K
|
+4,268
|
+1%
|
|
|
97
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$13.1M
|
-$73.1K
|
-1,790
|
-0.6%
|
|
|
98
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$12.3M
|
-$11.8K
|
-290
|
-0.1%
|
|
|
99
|
Tassel Capital Management
Matthews,
North Carolina
|
$11.9M
|
+$12M
|
+293,570
|
New
|
|
|
100
|
Security Financial Services
Fort Wayne,
Indiana
|
$11.8M
|
-$1.95M
|
-47,771
|
-14%
|
|
