|
101
|
Financial Services Advisory
Rockville,
Maryland
|
$2.07M
|
+$997K
|
+21,881
|
+95%
|
|
|
102
|
Asset Dedication LLC
San Francisco,
California
|
$2.03M
|
+$86.7K
|
+1,902
|
+5%
|
|
|
103
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$2.01M
|
+$1.99M
|
+43,675
|
New
|
|
|
104
|
Pearl Planning
Dexter,
Michigan
|
$1.93M
|
+$1.91M
|
+41,950
|
New
|
|
|
105
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.93M
|
-$47.9K
|
-1,050
|
-2%
|
|
|
106
|
Aspiriant LLC
Los Angeles,
California
|
$1.85M
|
+$1.84M
|
+40,343
|
New
|
|
|
107
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.82M
|
-$94.1K
|
-2,064
|
-5%
|
|
|
108
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.81M
|
+$3.42K
|
+75
|
+0.2%
|
|
|
109
|
Addison Advisors
Middlebury,
Vermont
|
$1.77M
|
-$35.6K
|
-780
|
-2%
|
|
|
110
|
Garde Capital
Seattle,
Washington
|
$1.66M
|
+$321K
|
+7,041
|
+24%
|
|
|
111
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.61M
|
+$68.8K
|
+1,510
|
+5%
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$1.6M
|
+$1.05M
|
+23,084
|
+197%
|
|
|
113
|
|
$1.59M
|
-$58.4K
|
-1,282
|
-4%
|
|
|
114
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.58M
|
+$3.19K
|
+70
|
+0.2%
|
|
|
115
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.52M
|
+$202K
|
+4,435
|
+16%
|
|
|
116
|
Whittier Trust
South Pasadena,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
117
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.48M
|
-$37.6K
|
-824
|
-2%
|
|
|
118
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.48M
|
+$57.3K
|
+1,258
|
+4%
|
|
|
119
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.45M
|
+$35.1K
|
+769
|
+3%
|
|
|
120
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.43M
|
+$21.3K
|
+468
|
+2%
|
|
|
121
|
MML Investors Services
Springfield,
Massachusetts
|
$1.42M
|
+$228K
|
+5,007
|
+19%
|
|
|
122
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.4M
|
-$26.5K
|
-581
|
-2%
|
|
|
123
|
One Capital Management
Westlake Village,
California
|
$1.39M
|
+$740K
|
+16,242
|
+115%
|
|
|
124
|
Waverly Advisors
Birmingham,
Alabama
|
$1.39M
|
-$71.5K
|
-1,568
|
-5%
|
|
|
125
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.38M
|
+$88.9K
|
+1,950
|
+7%
|
|
