|
101
|
United Capital Financial Advisors
Irving,
Texas
|
$3.3M
|
+$110K
|
+2,298
|
+3%
|
|
|
102
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$3.21M
|
+$30.6K
|
+637
|
+1%
|
|
|
103
|
Sensenig Capital Advisors
Collegeville,
Pennsylvania
|
$3.19M
|
+$3.2M
|
+66,616
|
New
|
|
|
104
|
Crux Wealth Advisors
Long Beach,
California
|
$3.18M
|
+$7.12K
|
+148
|
+0.2%
|
|
|
105
|
Neumann Capital Management
Foster City,
California
|
$3.09M
|
+$435K
|
+9,050
|
+16%
|
|
|
106
|
Retirement Capital Strategies
San Jose,
California
|
$3.03M
|
+$351K
|
+7,298
|
+13%
|
|
|
107
|
Trilogy Capital
Irvine,
California
|
$3.02M
|
+$158K
|
+3,278
|
+5%
|
|
|
108
|
Rossby Financial
Melbourne,
Florida
|
$2.98M
|
+$1,000K
|
+20,795
|
+50%
|
|
|
109
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.93M
|
-$902K
|
-18,770
|
-23%
|
|
|
110
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.91M
|
+$413K
|
+8,584
|
+16%
|
|
|
111
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.89M
|
+$220K
|
+4,585
|
+8%
|
|
|
112
|
Foster Group
West Des Moines,
Iowa
|
$2.88M
|
+$844K
|
+17,549
|
+41%
|
|
|
113
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.87M
|
-$575K
|
-11,963
|
-17%
|
|
|
114
|
Omega Financial Group
Santa Barbara,
California
|
$2.85M
|
+$41.5K
|
+864
|
+1%
|
|
|
115
|
Stifel Financial
St. Louis,
Missouri
|
$2.85M
|
+$152K
|
+3,153
|
+6%
|
|
|
116
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$2.83M
|
+$231K
|
+4,799
|
+9%
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$2.81M
|
+$149K
|
+3,109
|
+6%
|
|
|
118
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$2.78M
|
+$1.32M
|
+27,464
|
+90%
|
|
|
119
|
Corient Private Wealth
Miami,
Florida
|
$2.61M
|
+$570K
|
+11,848
|
+28%
|
|
|
120
|
Eley Financial Management
South Burlington,
Vermont
|
$2.61M
|
+$74.8K
|
+1,556
|
+3%
|
|
|
121
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.6M
|
-$82.7K
|
-1,721
|
-3%
|
|
|
122
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$2.55M
|
+$45.6K
|
+949
|
+2%
|
|
|
123
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.51M
|
+$23.6K
|
+490
|
+0.9%
|
|
|
124
|
CX Institutional
Auburn,
Indiana
|
$2.47M
|
+$533K
|
+11,095
|
+27%
|
|
|
125
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.44M
|
+$19.6K
|
+408
|
+0.8%
|
|
