|
101
|
Advisory Services & Investments
Bend,
Oregon
|
$9.39M
|
-$209K
|
-5,963
|
-2%
|
|
|
102
|
Kestra Advisory Services
Austin,
Texas
|
$9.36M
|
+$2.97M
|
+84,751
|
+44%
|
|
|
103
|
EP Wealth Advisors
Torrance,
California
|
$8.94M
|
+$7.86M
|
+224,324
|
+581%
|
|
|
104
|
United Capital Financial Advisors
Irving,
Texas
|
$8.92M
|
-$1.23K
|
-35
|
-0%
|
|
|
105
|
Bridgewater Advisors
New York
|
$8.67M
|
+$15.4K
|
+441
|
+0.2%
|
|
|
106
|
MAI Capital Management
Independence,
Ohio
|
$8.2M
|
+$101K
|
+2,871
|
+1%
|
|
|
107
|
RF&L Wealth Management
Acton,
Massachusetts
|
$8.09M
|
-$244K
|
-6,979
|
-3%
|
|
|
108
|
Tobias Financial Advisors
Plantation,
Florida
|
$8.07M
|
-$6.13K
|
-175
|
-0.1%
|
|
|
109
|
Private Ocean
San Rafael,
California
|
$7.7M
|
+$736
|
+21
|
+0%
|
|
|
110
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.5M
|
-$66.7K
|
-1,903
|
-0.9%
|
|
|
111
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.27M
|
+$2.64M
|
+75,433
|
+55%
|
|
|
112
|
Level Financial Advisors
East Amherst,
New York
|
$7.25M
|
+$77.7K
|
+2,219
|
+1%
|
|
|
113
|
M Financial Asset Management
Portland,
Oregon
|
$7.14M
|
-$636K
|
-18,162
|
-8%
|
|
|
114
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$7.02M
|
-$101K
|
-2,881
|
-1%
|
|
|
115
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.81M
|
+$7.02M
|
+200,268
|
New
|
|
|
116
|
Addison Advisors
Middlebury,
Vermont
|
$6.75M
|
+$821K
|
+23,435
|
+13%
|
|
|
117
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.75M
|
+$303K
|
+8,641
|
+5%
|
|
|
118
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.46M
|
+$2.03M
|
+57,929
|
+44%
|
|
|
119
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.34M
|
-$21.5K
|
-614
|
-0.3%
|
|
|
120
|
RS Crum Inc
Newport Beach,
California
|
$6.33M
|
+$480K
|
+13,698
|
+8%
|
|
|
121
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.24M
|
+$2.64M
|
+75,375
|
+70%
|
|
|
122
|
Colorado Capital Management
Boulder,
Colorado
|
$6.09M
|
+$37.1K
|
+1,059
|
+0.6%
|
|
|
123
|
Wealthstream Advisors
New York
|
$6.06M
|
-$226K
|
-6,443
|
-3%
|
|
|
124
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$5.8M
|
+$480K
|
+13,713
|
+9%
|
|
|
125
|
WNY Asset Management
Williamsville,
New York
|
$5.75M
|
-$136K
|
-3,885
|
-2%
|
|
