|
101
|
ProVise Management Group
Clearwater,
Florida
|
$5.26M
|
-$12.2K
|
-291
|
-0.2%
|
|
|
102
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.13M
|
+$538K
|
+12,876
|
+12%
|
|
|
103
|
Bayshore Asset Management
Coral Gables,
Florida
|
$5.11M
|
+$35K
|
+838
|
+0.7%
|
|
|
104
|
HB Wealth Management
Atlanta,
Georgia
|
$4.76M
|
-$213K
|
-5,097
|
-4%
|
|
|
105
|
OLIO Financial Planning
Mclean,
Virginia
|
$4.65M
|
+$1.05M
|
+25,095
|
+29%
|
|
|
106
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.62M
|
+$12.5K
|
+298
|
+0.3%
|
|
|
107
|
Quantum Financial Advisors
El Segundo,
California
|
$4.55M
|
-$27.1K
|
-647
|
-0.6%
|
|
|
108
|
FMB Wealth Management
Westlake Village,
California
|
$4.4M
|
+$4.43M
|
+105,851
|
New
|
|
|
109
|
Kraft Asset Management
Nashville,
Tennessee
|
$4.35M
|
+$15.7K
|
+376
|
+0.4%
|
|
|
110
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$4.25M
|
+$4.27M
|
+102,125
|
New
|
|
|
111
|
Silicon Hills Wealth Management
Austin,
Texas
|
$4.1M
|
+$2.29M
|
+54,787
|
+125%
|
|
|
112
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.94M
|
+$8.11K
|
+194
|
+0.2%
|
|
|
113
|
|
$3.93M
|
-$1.78M
|
-42,607
|
-45%
|
|
|
114
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.88M
|
+$92.9K
|
+2,222
|
+2%
|
|
|
115
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.84M
|
-$2.26K
|
-54
|
-0.1%
|
|
|
116
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.8M
|
-$27.8K
|
-666
|
-0.7%
|
|
|
117
|
Mission Wealth Management
Santa Barbara,
California
|
$3.79M
|
-$171K
|
-4,086
|
-4%
|
|
|
118
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$3.6M
|
–
|
–
|
–
|
|
|
119
|
Savant Capital
Rockford,
Illinois
|
$3.57M
|
-$68.1K
|
-1,629
|
-2%
|
|
|
120
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.57M
|
+$2.43M
|
+58,211
|
+211%
|
|
|
121
|
UBS Group
Zurich,
Switzerland
|
$3.48M
|
-$843K
|
-20,154
|
-19%
|
|
|
122
|
Asset Dedication LLC
San Francisco,
California
|
$3.44M
|
+$449K
|
+10,746
|
+15%
|
|
|
123
|
|
$3.32M
|
+$651K
|
+15,579
|
+24%
|
|
|
124
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.22M
|
-$8.53K
|
-204
|
-0.3%
|
|
|
125
|
Advisory Services Network
Atlanta,
Georgia
|
$3.15M
|
-$10.9K
|
-260
|
-0.3%
|
|
