|
51
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$17.9M
|
+$504K
|
+4,201
|
+3%
|
|
|
52
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$17.9M
|
-$173K
|
-1,445
|
-1%
|
|
|
53
|
Human Investing
Lake Oswego,
Oregon
|
$17.6M
|
+$125K
|
+1,046
|
+0.7%
|
|
|
54
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.9M
|
+$1.6M
|
+13,375
|
+11%
|
|
|
55
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$15.5M
|
-$480
|
-4
|
-0%
|
|
|
56
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$15.2M
|
-$190K
|
-1,588
|
-1%
|
|
|
57
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$15.2M
|
-$792K
|
-6,601
|
-5%
|
|
|
58
|
Miracle Mile Advisors
Los Angeles,
California
|
$14.9M
|
+$158K
|
+1,317
|
+1%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.5M
|
-$1.54M
|
-12,817
|
-10%
|
|
|
60
|
One Day In July LLC
Burlington,
Vermont
|
$12.8M
|
-$1.21M
|
-10,113
|
-9%
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.5M
|
+$345K
|
+2,876
|
+3%
|
|
|
62
|
Farrell Financial
Orchard Park,
New York
|
$12.1M
|
+$1.13M
|
+9,413
|
+10%
|
|
|
63
|
SageView Advisory Group
Newport Beach,
California
|
$11.9M
|
+$28.7K
|
+239
|
+0.2%
|
|
|
64
|
Cresset Asset Management
Chicago,
Illinois
|
$11.2M
|
+$148K
|
+1,234
|
+1%
|
|
|
65
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11M
|
+$1.5M
|
+12,531
|
+16%
|
|
|
66
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$9.93M
|
-$502K
|
-4,181
|
-5%
|
|
|
67
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
+$1.43M
|
+11,880
|
+17%
|
|
|
68
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$9.84M
|
+$875K
|
+7,291
|
+10%
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.83M
|
-$861K
|
-7,174
|
-8%
|
|
|
70
|
William Blair & Company
Chicago,
Illinois
|
$9.7M
|
+$709K
|
+5,907
|
+8%
|
|
|
71
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$9.57M
|
-$245K
|
-2,046
|
-3%
|
|
|
72
|
Mercer Global Advisors
Denver,
Colorado
|
$9.3M
|
+$214K
|
+1,787
|
+2%
|
|
|
73
|
Corient Private Wealth
Miami,
Florida
|
$9.09M
|
+$8.59M
|
+71,605
|
+2,001%
|
|
|
74
|
|
$8.92M
|
-$6.24K
|
-52
|
-0.1%
|
|
|
75
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.66M
|
-$218K
|
-1,821
|
-2%
|
|
