|
76
|
IFP Advisors
Tampa,
Florida
|
$19.2M
|
+$467K
|
+11,503
|
+2%
|
|
|
77
|
Envision Financial Planning
Memphis,
Tennessee
|
$19M
|
-$1.12M
|
-27,701
|
-5%
|
|
|
78
|
Pathstone Holdings
Englewood,
New Jersey
|
$18.9M
|
+$699K
|
+17,230
|
+4%
|
|
|
79
|
MAI Capital Management
Independence,
Ohio
|
$18.7M
|
+$2.11M
|
+52,109
|
+12%
|
|
|
80
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
+$240K
|
+5,905
|
+1%
|
|
|
81
|
Mission Wealth Management
Santa Barbara,
California
|
$18.2M
|
-$1.21M
|
-29,837
|
-6%
|
|
|
82
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.9M
|
+$12.3M
|
+303,434
|
+187%
|
|
|
83
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
+$490K
|
+12,080
|
+3%
|
|
|
84
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$17.2M
|
+$1.21M
|
+29,909
|
+7%
|
|
|
85
|
Zhang Financial
Portage,
Michigan
|
$17.2M
|
+$1.3M
|
+31,999
|
+8%
|
|
|
86
|
AssetMark Inc
Concord,
California
|
$16.7M
|
-$808K
|
-19,910
|
-4%
|
|
|
87
|
Tortoise Investment Management
White Plains,
New York
|
$15.5M
|
+$116K
|
+2,850
|
+0.7%
|
|
|
88
|
Physician Wealth Advisors
Midvale,
Utah
|
$15.4M
|
+$588K
|
+14,505
|
+4%
|
|
|
89
|
Perigon Wealth Management
San Francisco,
California
|
$15.3M
|
-$75.7K
|
-1,867
|
-0.5%
|
|
|
90
|
Prudent Man Investment Management
Louisville,
Colorado
|
$15.2M
|
-$75.7K
|
-1,865
|
-0.5%
|
|
|
91
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$14.8M
|
+$931K
|
+22,959
|
+6%
|
|
|
92
|
|
$14.6M
|
+$746K
|
+18,400
|
+5%
|
|
|
93
|
CVA Family Office
Denver,
Colorado
|
$14.3M
|
-$315K
|
-7,755
|
-2%
|
|
|
94
|
Tassel Capital Management
Matthews,
North Carolina
|
$14.1M
|
+$3.01M
|
+74,212
|
+25%
|
|
|
95
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.5M
|
-$3.64M
|
-89,781
|
-20%
|
|
|
96
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.3M
|
+$779K
|
+19,195
|
+6%
|
|
|
97
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.2M
|
+$484K
|
+11,928
|
+4%
|
|
|
98
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$13M
|
-$110K
|
-2,722
|
-0.8%
|
|
|
99
|
Private Wealth Management Group
Princeton,
New Jersey
|
$12.4M
|
+$5.41M
|
+133,298
|
+70%
|
|
|
100
|
Security Financial Services
Fort Wayne,
Indiana
|
$12.3M
|
+$1.16M
|
+28,535
|
+10%
|
|
