|
76
|
Heritage Investment Group
Pompano Beach,
Florida
|
$21.8M
|
+$514K
|
+13,119
|
+3%
|
|
|
77
|
Shira Ridge Wealth Management
Larkspur,
California
|
$21.7M
|
-$489K
|
-12,467
|
-2%
|
|
|
78
|
Envision Financial Planning
Memphis,
Tennessee
|
$20.9M
|
-$64.7K
|
-1,651
|
-0.3%
|
|
|
79
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$482K
|
+12,308
|
+3%
|
|
|
80
|
Mission Wealth Management
Santa Barbara,
California
|
$20.7M
|
+$525K
|
+13,400
|
+3%
|
|
|
81
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$20.4M
|
+$1.33M
|
+34,004
|
+8%
|
|
|
82
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$19.5M
|
+$2.92M
|
+74,595
|
+19%
|
|
|
83
|
Claris Advisors
St. Louis,
Missouri
|
$19.4M
|
+$13.7M
|
+350,139
|
+328%
|
|
|
84
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
-$680K
|
-17,357
|
-4%
|
|
|
85
|
CVA Family Office
Denver,
Colorado
|
$17.9M
|
+$2.01M
|
+51,350
|
+14%
|
|
|
86
|
Private Wealth Management Group
Princeton,
New Jersey
|
$17.8M
|
+$3.83M
|
+97,586
|
+30%
|
|
|
87
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$17.5M
|
+$2.74M
|
+69,935
|
+20%
|
|
|
88
|
Mercer Global Advisors
Denver,
Colorado
|
$17.4M
|
-$6.45M
|
-164,466
|
-29%
|
|
|
89
|
Perigon Wealth Management
San Francisco,
California
|
$17.4M
|
+$444K
|
+11,316
|
+3%
|
|
|
90
|
Physician Wealth Advisors
Midvale,
Utah
|
$17.2M
|
+$248K
|
+6,326
|
+2%
|
|
|
91
|
Tortoise Investment Management
White Plains,
New York
|
$16.2M
|
-$787K
|
-20,065
|
-5%
|
|
|
92
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$16M
|
-$4.97M
|
-126,685
|
-25%
|
|
|
93
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.6M
|
+$890K
|
+22,715
|
+7%
|
|
|
94
|
|
$15.5M
|
-$531K
|
-13,550
|
-4%
|
|
|
95
|
Prudent Man Investment Management
Louisville,
Colorado
|
$15.2M
|
–
|
–
|
–
|
|
|
96
|
EntreWealth
Austin,
Texas
|
$15.2M
|
+$3.99M
|
+101,741
|
+40%
|
|
|
97
|
Tassel Capital Management
Matthews,
North Carolina
|
$14.9M
|
-$591K
|
-15,089
|
-4%
|
|
|
98
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.7M
|
+$1.29M
|
+32,963
|
+10%
|
|
|
99
|
Kestra Advisory Services
Austin,
Texas
|
$14.5M
|
+$3.19M
|
+81,343
|
+31%
|
|
|
100
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$14.2M
|
-$62.1K
|
-1,584
|
-0.5%
|
|
