|
101
|
Liberty Wealth Management
Oakland,
California
|
$17.5M
|
+$713K
|
+8,055
|
+4%
|
|
|
102
|
INVST
Indianapolis,
Indiana
|
$17.1M
|
+$539K
|
+6,085
|
+3%
|
|
|
103
|
Steward Partners Investment Advisory
New York
|
$16.6M
|
-$157K
|
-1,771
|
-0.8%
|
|
|
104
|
Summit X LLC
Chesterfield,
Missouri
|
$16.5M
|
+$1.63M
|
+18,445
|
+10%
|
|
|
105
|
Hobart Private Capital
Charlotte,
North Carolina
|
$16.4M
|
-$8.82M
|
-99,563
|
-33%
|
|
|
106
|
SigFig Wealth Management
San Francisco,
California
|
$16.2M
|
+$597K
|
+6,744
|
+5%
|
|
|
107
|
Perigon Wealth Management
San Francisco,
California
|
$16.1M
|
+$1.26M
|
+14,205
|
+8%
|
|
|
108
|
Neuberger Berman Group
New York
|
$16.1M
|
+$1.86K
|
+21
|
+0%
|
|
|
109
|
SEI Investments
Oaks,
Pennsylvania
|
$15.2M
|
+$1.12M
|
+12,655
|
+7%
|
|
|
110
|
Wolverine Trading
Chicago,
Illinois
|
$15.1M
|
+$16.4M
|
+184,733
|
+5,771%
|
|
|
111
|
WealthShield Partners
Cary,
North Carolina
|
$15.1M
|
+$614K
|
+6,928
|
+4%
|
|
|
112
|
Focus Financial Network
Minneapolis,
Minnesota
|
$14.5M
|
-$1.03M
|
-11,662
|
-6%
|
|
|
113
|
SWMG LLC
Fort Worth,
Texas
|
$14.2M
|
+$15.8M
|
+178,215
|
New
|
|
|
114
|
Highland Private Wealth Management
Bellevue,
Washington
|
$14M
|
-$197K
|
-2,226
|
-1%
|
|
|
115
|
RFG Advisory
Birmingham,
Alabama
|
$13.9M
|
-$3.51M
|
-39,664
|
-19%
|
|
|
116
|
Trek Financial
Scottsdale,
Arizona
|
$13.8M
|
+$5.3M
|
+59,840
|
+52%
|
|
|
117
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$13.7M
|
-$1.03M
|
-11,642
|
-6%
|
|
|
118
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$13.7M
|
+$373K
|
+4,210
|
+3%
|
|
|
119
|
Sentinus LLC
Oak Brook,
Illinois
|
$13.5M
|
+$14M
|
+157,784
|
New
|
|
|
120
|
IMPACTfolio
Denver,
Colorado
|
$13.4M
|
+$161K
|
+1,820
|
+1%
|
|
|
121
|
Snowden Capital Advisors
New York
|
$13.1M
|
+$2.12M
|
+23,987
|
+17%
|
|
|
122
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$12.9M
|
-$517K
|
-5,840
|
-3%
|
|
|
123
|
Harbour Investments
Madison,
Wisconsin
|
$12.7M
|
–
|
–
|
–
|
|
|
124
|
|
$12.4M
|
-$16.6M
|
-187,623
|
-55%
|
|
|
125
|
Money Design
Tokyo,
Japan
|
$12.3M
|
+$5.94M
|
+67,084
|
+76%
|
|
