|
76
|
Straight Path Wealth Management
Jenison,
Michigan
|
$13.3M
|
+$1.9M
|
+79,855
|
+18%
|
|
|
77
|
SC&H Financial Advisors
Sparks,
Maryland
|
$13.3M
|
+$649K
|
+27,288
|
+6%
|
|
|
78
|
Aire Advisors
Beverly Hills,
California
|
$12.6M
|
-$738K
|
-31,028
|
-6%
|
|
|
79
|
Liberty Wealth Management
Oakland,
California
|
$12.6M
|
-$20.8K
|
-876
|
-0.2%
|
|
|
80
|
Helen Stephens Group
Fort Worth,
Texas
|
$12.3M
|
+$1.29M
|
+54,241
|
+13%
|
|
|
81
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.3M
|
+$3.58M
|
+150,699
|
+46%
|
|
|
82
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$12.3M
|
-$216K
|
-9,090
|
-2%
|
|
|
83
|
Private Wealth Management Group
Princeton,
New Jersey
|
$12.2M
|
+$11.4M
|
+479,647
|
New
|
|
|
84
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$4.52M
|
+190,194
|
+67%
|
|
|
85
|
Client 1st Advisory Group
Dunedin,
Florida
|
$12M
|
+$3.51M
|
+147,469
|
+46%
|
|
|
86
|
Gemmer Asset Management
Walnut Creek,
California
|
$11.8M
|
-$233K
|
-9,782
|
-2%
|
|
|
87
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$11.3M
|
+$10.6M
|
+443,609
|
New
|
|
|
88
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$11.2M
|
+$1.29M
|
+54,056
|
+14%
|
|
|
89
|
Greenspring Advisors
Towson,
Maryland
|
$11.1M
|
-$148K
|
-6,202
|
-1%
|
|
|
90
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$11.1M
|
+$10.4M
|
+435,200
|
New
|
|
|
91
|
Soundmark Wealth Management
Kirkland,
Washington
|
$11M
|
+$825K
|
+34,698
|
+9%
|
|
|
92
|
Waypoint Wealth Partners
Mill Valley,
California
|
$10.8M
|
+$2.62M
|
+110,155
|
+35%
|
|
|
93
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$10.7M
|
-$767K
|
-32,255
|
-7%
|
|
|
94
|
Signature Resources Capital Management
Newport Beach,
California
|
$10.7M
|
+$9.92M
|
+417,294
|
New
|
|
|
95
|
Creative Planning
Overland Park,
Kansas
|
$10.5M
|
+$8.8M
|
+369,820
|
+883%
|
|
|
96
|
Watchman Group
Plano,
Texas
|
$10.1M
|
+$9.41M
|
+395,851
|
New
|
|
|
97
|
One Degree Advisors
San Diego,
California
|
$10.1M
|
+$9.59M
|
+403,118
|
New
|
|
|
98
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.79M
|
+$1.35M
|
+56,906
|
+17%
|
|
|
99
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$9.77M
|
+$9.1M
|
+382,639
|
New
|
|
|
100
|
|
$9.54M
|
+$2.72M
|
+114,345
|
+44%
|
|
