|
101
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$17.3M
|
+$4.29M
|
+185,335
|
+34%
|
|
|
102
|
Seneca Financial Advisors
Rochester,
New York
|
$17.1M
|
+$947K
|
+40,908
|
+6%
|
|
|
103
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$16.4M
|
-$625K
|
-27,001
|
-4%
|
|
|
104
|
Access Financial Services
Minneapolis,
Minnesota
|
$15.9M
|
-$459K
|
-19,826
|
-3%
|
|
|
105
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.5M
|
-$483K
|
-20,873
|
-3%
|
|
|
106
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$15.2M
|
+$1.87M
|
+80,951
|
+14%
|
|
|
107
|
Envision Financial Planning
Memphis,
Tennessee
|
$15.1M
|
+$14.9M
|
+644,386
|
New
|
|
|
108
|
Trilogy Capital
Irvine,
California
|
$14.8M
|
+$595K
|
+25,687
|
+4%
|
|
|
109
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.4M
|
+$1.63M
|
+70,397
|
+13%
|
|
|
110
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$14.2M
|
+$1.45M
|
+62,499
|
+11%
|
|
|
111
|
Equitable Holdings
New York
|
$13.9M
|
+$1.44M
|
+62,336
|
+12%
|
|
|
112
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$13.7M
|
+$1.81M
|
+78,337
|
+15%
|
|
|
113
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$13.7M
|
-$166K
|
-7,163
|
-1%
|
|
|
114
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.5M
|
+$3.85M
|
+166,466
|
+40%
|
|
|
115
|
Occidental Asset Management
Burlingame,
California
|
$13.2M
|
+$816K
|
+35,244
|
+7%
|
|
|
116
|
Strategic Blueprint
Atlanta,
Georgia
|
$12.4M
|
+$1.59M
|
+68,483
|
+15%
|
|
|
117
|
Montecito Bank & Trust
Santa Barbara,
California
|
$12.4M
|
+$1.6M
|
+69,213
|
+15%
|
|
|
118
|
Key Financial Inc
West Chester,
Pennsylvania
|
$12.2M
|
+$906K
|
+39,147
|
+8%
|
|
|
119
|
Wealthspire Advisors (New York)
New York
|
$12.1M
|
-$1.38M
|
-59,532
|
-10%
|
|
|
120
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$12.1M
|
+$92.6K
|
+4,000
|
+0.8%
|
|
|
121
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$11.9M
|
-$464K
|
-20,028
|
-4%
|
|
|
122
|
Mariner
Overland Park,
Kansas
|
$11.9M
|
+$4.53M
|
+195,556
|
+63%
|
|
|
123
|
SCS Capital Management
Boston,
Massachusetts
|
$11.7M
|
+$3.75M
|
+161,989
|
+48%
|
|
|
124
|
Clear Creek Financial Management
Silverdale,
Washington
|
$11.5M
|
+$2.18M
|
+94,274
|
+24%
|
|
|
125
|
Mercer Global Advisors
Denver,
Colorado
|
$11.5M
|
-$1.75M
|
-75,792
|
-13%
|
|
