|
101
|
Asset Dedication LLC
San Francisco,
California
|
$23.6M
|
-$27.2M
|
-366,981
|
-52%
|
|
|
102
|
KEB Asset Management
Springfield,
Illinois
|
$22.7M
|
+$1.35M
|
+18,228
|
+6%
|
|
|
103
|
Meritas Wealth Management
Larkspur,
California
|
$21.9M
|
+$1.9M
|
+25,600
|
+9%
|
|
|
104
|
Claris Advisors
St. Louis,
Missouri
|
$21.9M
|
+$1.31M
|
+17,643
|
+6%
|
|
|
105
|
Optimus Capital Advisors
Coppel,
Texas
|
$21.8M
|
+$331K
|
+4,473
|
+1%
|
|
|
106
|
|
$21.8M
|
-$2.92M
|
-39,352
|
-11%
|
|
|
107
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$21.5M
|
+$861K
|
+11,625
|
+4%
|
|
|
108
|
Trinity Financial Advisors
Columbus,
Ohio
|
$21.5M
|
+$2.62M
|
+35,310
|
+13%
|
|
|
109
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.3M
|
+$1.09M
|
+14,714
|
+5%
|
|
|
110
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21M
|
+$1.7M
|
+22,989
|
+8%
|
|
|
111
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$20.3M
|
+$2.07M
|
+27,949
|
+11%
|
|
|
112
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
-$309K
|
-4,172
|
-1%
|
|
|
113
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$19.9M
|
-$820K
|
-11,070
|
-4%
|
|
|
114
|
Cypress Point Wealth Management
Dallas,
Texas
|
$19.4M
|
+$4.03M
|
+54,378
|
+25%
|
|
|
115
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$19.3M
|
+$602K
|
+8,126
|
+3%
|
|
|
116
|
Ruedi Wealth Management
Champaign,
Illinois
|
$19.1M
|
+$641K
|
+8,651
|
+3%
|
|
|
117
|
Allworth Financial
Folsom,
California
|
$19.1M
|
+$7.7M
|
+103,883
|
+63%
|
|
|
118
|
American Capital Advisory
Ketchum,
Idaho
|
$19M
|
+$2.38M
|
+32,061
|
+14%
|
|
|
119
|
Kestra Investment Management
Austin,
Texas
|
$17.9M
|
+$9.06M
|
+122,331
|
+94%
|
|
|
120
|
Security Financial Services
Fort Wayne,
Indiana
|
$17.7M
|
-$624K
|
-8,415
|
-3%
|
|
|
121
|
Spire Wealth Management
Mclean,
Virginia
|
$17.6M
|
-$118K
|
-1,599
|
-0.6%
|
|
|
122
|
Mendota Financial Group
Madison,
Wisconsin
|
$17.4M
|
+$417K
|
+5,623
|
+2%
|
|
|
123
|
Cardiff Park Advisors
Carlsbad,
California
|
$17.4M
|
-$3.24M
|
-43,767
|
-15%
|
|
|
124
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$17.1M
|
-$73.4K
|
-991
|
-0.4%
|
|
|
125
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$16.6M
|
+$524K
|
+7,074
|
+3%
|
|
