|
101
|
Peninsula Wealth
San Francisco,
California
|
$1.62M
|
+$701K
|
+32,781
|
+82%
|
|
|
102
|
Five Oceans Advisors
Santa Monica,
California
|
$1.59M
|
-$231K
|
-10,827
|
-13%
|
|
|
103
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.49M
|
+$139K
|
+6,525
|
+11%
|
|
|
104
|
|
$1.46M
|
+$1.39M
|
+65,153
|
New
|
|
|
105
|
Financial Alternatives
La Jolla,
California
|
$1.35M
|
+$1.29M
|
+60,533
|
New
|
|
|
106
|
Corient Private Wealth
Miami,
Florida
|
$1.32M
|
+$1.26M
|
+58,976
|
New
|
|
|
107
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.13M
|
+$133K
|
+6,224
|
+14%
|
|
|
108
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.11M
|
+$1.06M
|
+49,489
|
New
|
|
|
109
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.08M
|
+$1.03M
|
+48,121
|
New
|
|
|
110
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.06M
|
+$733K
|
+34,300
|
+260%
|
|
|
111
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.01M
|
+$962K
|
+45,000
|
New
|
|
|
112
|
Savant Capital
Rockford,
Illinois
|
$973K
|
+$930K
|
+43,537
|
New
|
|
|
113
|
Creative Planning
Overland Park,
Kansas
|
$936K
|
+$895K
|
+41,883
|
New
|
|
|
114
|
Northwest Wealth Management
Spencer,
Iowa
|
$935K
|
+$294K
|
+13,740
|
+49%
|
|
|
115
|
Sanford Advisory Services
Portage,
Michigan
|
$914K
|
+$874K
|
+40,899
|
New
|
|
|
116
|
|
$832K
|
+$795K
|
+37,225
|
New
|
|
|
117
|
Planning Center Inc
Moline,
Illinois
|
$810K
|
+$550K
|
+25,750
|
+246%
|
|
|
118
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$779K
|
+$745K
|
+34,846
|
New
|
|
|
119
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$759K
|
+$349K
|
+16,347
|
+93%
|
|
|
120
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$721K
|
+$689K
|
+32,249
|
New
|
|
|
121
|
Apella Capital
West Hartford,
Connecticut
|
$686K
|
+$656K
|
+30,711
|
New
|
|
|
122
|
ML&R Wealth Management
Austin,
Texas
|
$628K
|
+$600K
|
+28,082
|
New
|
|
|
123
|
Renaissance Technologies
New York
|
$588K
|
+$562K
|
+26,300
|
New
|
|
|
124
|
Schubert & Co
Mckinney,
Texas
|
$540K
|
-$165K
|
-7,732
|
-24%
|
|
|
125
|
Gradient Capital Advisors
San Diego,
California
|
$513K
|
+$269K
|
+12,609
|
+122%
|
|
