|
126
|
Cerity Partners OCIO
New York
|
$11.3M
|
+$543K
|
+23,807
|
+5%
|
|
|
127
|
Anfield Capital Management
Irvine,
California
|
$11.1M
|
+$319K
|
+13,992
|
+3%
|
|
|
128
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.8M
|
+$236K
|
+10,352
|
+2%
|
|
|
129
|
Pacific Wealth Management
San Diego,
California
|
$10.6M
|
-$14.3M
|
-625,479
|
-58%
|
|
|
130
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.6M
|
+$388K
|
+17,007
|
+4%
|
|
|
131
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$10.6M
|
-$18.7M
|
-821,157
|
-64%
|
|
|
132
|
Atria Investments
Charlotte,
North Carolina
|
$10.5M
|
-$360K
|
-15,765
|
-3%
|
|
|
133
|
Clear Creek Financial Management
Silverdale,
Washington
|
$10.5M
|
-$818K
|
-35,863
|
-7%
|
|
|
134
|
IFG Advisory
Atlanta,
Georgia
|
$10.4M
|
+$1.96M
|
+85,828
|
+23%
|
|
|
135
|
Phoenix Financial
Givatayim,
Israel
|
$10.4M
|
+$384K
|
+16,814
|
+4%
|
|
|
136
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$10M
|
-$5.11K
|
-224
|
-0.1%
|
|
|
137
|
Modern Wealth Management
Lenexa,
Kansas
|
$10M
|
+$4.48M
|
+196,404
|
+82%
|
|
|
138
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$9.68M
|
-$1.48M
|
-64,970
|
-13%
|
|
|
139
|
Steward Partners Investment Advisory
New York
|
$9.65M
|
-$221K
|
-9,677
|
-2%
|
|
|
140
|
Farther Finance Advisors
San Francisco,
California
|
$9.31M
|
-$232K
|
-10,186
|
-2%
|
|
|
141
|
|
$9.29M
|
-$127K
|
-5,587
|
-1%
|
|
|
142
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$9.28M
|
+$8.95M
|
+392,346
|
+3,460%
|
|
|
143
|
Wealthspire Advisors (New York)
New York
|
$8.97M
|
-$2.9M
|
-127,111
|
-25%
|
|
|
144
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$8.86M
|
+$1.63M
|
+71,277
|
+23%
|
|
|
145
|
Meridian Wealth Management
Lexington,
Kentucky
|
$8.76M
|
+$274K
|
+12,009
|
+3%
|
|
|
146
|
Hilltop Holdings
Dallas,
Texas
|
$8.75M
|
-$667K
|
-29,221
|
-7%
|
|
|
147
|
Ashford Capital Management
Wilmington,
Delaware
|
$8.72M
|
+$4.63M
|
+202,995
|
+115%
|
|
|
148
|
Mercer Global Advisors
Denver,
Colorado
|
$8.7M
|
-$2.54M
|
-111,150
|
-23%
|
|
|
149
|
Parallel Advisors
San Francisco,
California
|
$8.68M
|
+$696K
|
+30,518
|
+9%
|
|
|
150
|
Crestmont Private Wealth
Houston,
Texas
|
$8.66M
|
+$454K
|
+19,890
|
+6%
|
|
