|
101
|
Physician Wealth Advisors
Midvale,
Utah
|
$17.8M
|
-$152K
|
-3,273
|
-0.9%
|
|
|
102
|
Tassel Capital Management
Matthews,
North Carolina
|
$17.6M
|
+$582K
|
+12,566
|
+3%
|
|
|
103
|
Maryland Capital Advisors
Chester,
Maryland
|
$17.6M
|
+$740K
|
+15,966
|
+4%
|
|
|
104
|
Tortoise Investment Management
White Plains,
New York
|
$17.2M
|
+$31.3K
|
+676
|
+0.2%
|
|
|
105
|
Prudent Man Investment Management
Louisville,
Colorado
|
$17.1M
|
-$508K
|
-10,969
|
-3%
|
|
|
106
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$16.1M
|
-$31.1K
|
-672
|
-0.2%
|
|
|
107
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$15.6M
|
+$821K
|
+17,710
|
+6%
|
|
|
108
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$15.5M
|
+$1.04M
|
+22,392
|
+7%
|
|
|
109
|
Security Financial Services
Fort Wayne,
Indiana
|
$15.5M
|
+$157K
|
+3,378
|
+1%
|
|
|
110
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$15.3M
|
-$235K
|
-5,067
|
-2%
|
|
|
111
|
Mercer Global Advisors
Denver,
Colorado
|
$15.2M
|
-$806K
|
-17,399
|
-5%
|
|
|
112
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$15.2M
|
-$392K
|
-8,463
|
-3%
|
|
|
113
|
Hutchinson Capital Management
San Rafael,
California
|
$15.1M
|
+$3.02M
|
+65,157
|
+25%
|
|
|
114
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
-$2.01M
|
-43,375
|
-12%
|
|
|
115
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.5M
|
-$157K
|
-3,386
|
-1%
|
|
|
116
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$14.4M
|
-$202K
|
-4,359
|
-1%
|
|
|
117
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.3M
|
+$12.5M
|
+270,231
|
+752%
|
|
|
118
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.1M
|
-$1.25M
|
-26,963
|
-8%
|
|
|
119
|
Arax Advisory Partners
Denver,
Colorado
|
$14.1M
|
+$14M
|
+301,155
|
New
|
|
|
120
|
Sollinda Capital Management
Miami,
Florida
|
$13.8M
|
+$871K
|
+18,799
|
+7%
|
|
|
121
|
North Capital
Salt Lake City,
Utah
|
$13.7M
|
+$658K
|
+14,205
|
+5%
|
|
|
122
|
Navigoe Wealth Management
Redondo Beach,
California
|
$13.6M
|
+$360K
|
+7,760
|
+3%
|
|
|
123
|
AssetMark Inc
Concord,
California
|
$13.4M
|
-$386K
|
-8,329
|
-3%
|
|
|
124
|
Farther Finance Advisors
San Francisco,
California
|
$12.3M
|
+$1.9M
|
+40,977
|
+18%
|
|
|
125
|
MML Investors Services
Springfield,
Massachusetts
|
$12.1M
|
-$76.4K
|
-1,649
|
-0.6%
|
|
