|
76
|
Heritage Investment Group
Pompano Beach,
Florida
|
$24.7M
|
+$1.09M
|
+24,631
|
+5%
|
|
|
77
|
Private Wealth Management Group
Princeton,
New Jersey
|
$23.9M
|
+$4.47M
|
+101,449
|
+24%
|
|
|
78
|
Quantum Financial Advisors
El Segundo,
California
|
$23.9M
|
-$3.35M
|
-76,087
|
-13%
|
|
|
79
|
Morling Financial Advisors
Fremont,
California
|
$23.9M
|
+$111K
|
+2,510
|
+0.5%
|
|
|
80
|
Shira Ridge Wealth Management
Larkspur,
California
|
$23.8M
|
+$336K
|
+7,621
|
+1%
|
|
|
81
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23.5M
|
+$14.5M
|
+328,622
|
+177%
|
|
|
82
|
Envision Financial Planning
Memphis,
Tennessee
|
$23.4M
|
+$786K
|
+17,843
|
+4%
|
|
|
83
|
Bank of America
Charlotte,
North Carolina
|
$23.4M
|
+$795K
|
+18,050
|
+4%
|
|
|
84
|
CVA Family Office
Denver,
Colorado
|
$22.1M
|
+$2.68M
|
+60,930
|
+14%
|
|
|
85
|
Mission Wealth Management
Santa Barbara,
California
|
$21.9M
|
-$424K
|
-9,623
|
-2%
|
|
|
86
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
-$4.53M
|
-102,766
|
-18%
|
|
|
87
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$21M
|
+$20.2M
|
+458,542
|
New
|
|
|
88
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$20.9M
|
+$1.91M
|
+43,378
|
+10%
|
|
|
89
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$20.1M
|
-$939K
|
-21,312
|
-5%
|
|
|
90
|
Claris Advisors
St. Louis,
Missouri
|
$19.4M
|
–
|
–
|
–
|
|
|
91
|
EntreWealth
Austin,
Texas
|
$18.9M
|
+$2.35M
|
+53,371
|
+15%
|
|
|
92
|
Perigon Wealth Management
San Francisco,
California
|
$18.3M
|
-$448K
|
-10,164
|
-2%
|
|
|
93
|
|
$17.8M
|
+$1.04M
|
+23,515
|
+6%
|
|
|
94
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.7M
|
+$8.31M
|
+188,603
|
+95%
|
|
|
95
|
Physician Wealth Advisors
Midvale,
Utah
|
$17.5M
|
-$1.04M
|
-23,700
|
-6%
|
|
|
96
|
Tortoise Investment Management
White Plains,
New York
|
$16.8M
|
-$654K
|
-14,835
|
-4%
|
|
|
97
|
Willow Creek Wealth Management
Sebastopol,
California
|
$16.7M
|
-$102K
|
-2,326
|
-0.6%
|
|
|
98
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.7M
|
+$734K
|
+16,659
|
+5%
|
|
|
99
|
Tassel Capital Management
Matthews,
North Carolina
|
$16.6M
|
+$440K
|
+9,992
|
+3%
|
|
|
100
|
Maryland Capital Advisors
Chester,
Maryland
|
$16.4M
|
+$1.89M
|
+42,860
|
+14%
|
|
