|
101
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.5M
|
–
|
–
|
–
|
|
|
102
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$11.3M
|
-$107K
|
-2,703
|
-0.9%
|
|
|
103
|
Kestra Advisory Services
Austin,
Texas
|
$11.2M
|
-$251K
|
-6,335
|
-2%
|
|
|
104
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$10.5M
|
+$245K
|
+6,196
|
+2%
|
|
|
105
|
Bridgewater Advisors
New York
|
$10.3M
|
+$15.5K
|
+392
|
+0.2%
|
|
|
106
|
EP Wealth Advisors
Torrance,
California
|
$10.2M
|
+$79.1K
|
+1,998
|
+0.8%
|
|
|
107
|
Advisory Services & Investments
Bend,
Oregon
|
$9.99M
|
-$395K
|
-9,981
|
-4%
|
|
|
108
|
MAI Capital Management
Independence,
Ohio
|
$9.84M
|
-$35K
|
-885
|
-0.4%
|
|
|
109
|
Squire Investment Management Company
Orem,
Utah
|
$9.81M
|
+$340K
|
+8,584
|
+4%
|
|
|
110
|
Addison Advisors
Middlebury,
Vermont
|
$9.73M
|
+$1.1M
|
+27,780
|
+13%
|
|
|
111
|
UBS Group
Zurich,
Switzerland
|
$9.52M
|
+$3.19M
|
+80,644
|
+50%
|
|
|
112
|
|
$9.44M
|
+$1.82M
|
+46,089
|
+24%
|
|
|
113
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$9.3M
|
-$106K
|
-2,688
|
-1%
|
|
|
114
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$9.02M
|
+$8.64M
|
+218,352
|
New
|
|
|
115
|
Tobias Financial Advisors
Plantation,
Florida
|
$8.57M
|
-$132K
|
-3,326
|
-2%
|
|
|
116
|
RF&L Wealth Management
Acton,
Massachusetts
|
$8.55M
|
-$310K
|
-7,825
|
-3%
|
|
|
117
|
Private Ocean
San Rafael,
California
|
$8.41M
|
-$106K
|
-2,687
|
-1%
|
|
|
118
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$8.29M
|
+$552K
|
+13,963
|
+7%
|
|
|
119
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$8.15M
|
-$6.49M
|
-163,980
|
-44%
|
|
|
120
|
Level Financial Advisors
East Amherst,
New York
|
$8.09M
|
-$110K
|
-2,785
|
-1%
|
|
|
121
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$8.01M
|
-$323K
|
-8,175
|
-4%
|
|
|
122
|
Peirce Capital Management
The Woodlands,
Texas
|
$7.75M
|
+$620K
|
+15,681
|
+9%
|
|
|
123
|
Embree Financial Group
Chicago,
Illinois
|
$7.66M
|
+$593K
|
+14,981
|
+8%
|
|
|
124
|
M Financial Asset Management
Portland,
Oregon
|
$7.35M
|
-$889K
|
-22,471
|
-11%
|
|
|
125
|
BIP Wealth
Atlanta,
Georgia
|
$7.21M
|
+$612K
|
+15,459
|
+9%
|
|
