|
101
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$5.01M
|
-$3.29M
|
-65,086
|
-40%
|
|
|
102
|
Legacy Investment Solutions
Meridian,
Idaho
|
$5.01M
|
+$5M
|
+98,888
|
New
|
|
|
103
|
|
$4.78M
|
-$4.01M
|
-79,202
|
-46%
|
|
|
104
|
HighTower Advisors
Chicago,
Illinois
|
$4.54M
|
+$427K
|
+8,450
|
+10%
|
|
|
105
|
Wealth Architects
Mountain View,
California
|
$4.54M
|
+$1.95M
|
+38,566
|
+76%
|
|
|
106
|
WT Wealth Management
Scottsdale,
Arizona
|
$4.54M
|
+$1.08M
|
+21,309
|
+31%
|
|
|
107
|
Capital Advantage
Walnut Creek,
California
|
$4.49M
|
-$1.07M
|
-21,153
|
-19%
|
|
|
108
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.45M
|
+$412K
|
+8,149
|
+10%
|
|
|
109
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.4M
|
+$180K
|
+3,565
|
+4%
|
|
|
110
|
Financial Gravity Companies
Lakeway,
Texas
|
$4.37M
|
+$4.36M
|
+86,232
|
New
|
|
|
111
|
BOK Financial Private Wealth
Denver,
Colorado
|
$4.36M
|
-$82.5K
|
-1,631
|
-2%
|
|
|
112
|
RFP Financial Group
Atlanta,
Georgia
|
$4.3M
|
+$211K
|
+4,179
|
+5%
|
|
|
113
|
Semitam Bonam
Goshen,
New York
|
$4.26M
|
+$4.25M
|
+84,034
|
New
|
|
|
114
|
Family Management
New York
|
$4.25M
|
-$1.56M
|
-30,790
|
-27%
|
|
|
115
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$4.2M
|
+$329K
|
+6,499
|
+9%
|
|
|
116
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.15M
|
-$2.28M
|
-45,122
|
-36%
|
|
|
117
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.15M
|
+$134K
|
+2,645
|
+3%
|
|
|
118
|
OFC Financial Planning
Short Hills,
New Jersey
|
$4.12M
|
-$293K
|
-5,790
|
-7%
|
|
|
119
|
Tempus Wealth Planning
Irvine,
California
|
$4.09M
|
+$63K
|
+1,246
|
+2%
|
|
|
120
|
|
$4.08M
|
-$6.35M
|
-125,518
|
-61%
|
|
|
121
|
Panoramic Investment Advisors
Denver,
Colorado
|
$4.01M
|
+$1.55M
|
+30,624
|
+63%
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$4.01M
|
+$45.6K
|
+902
|
+1%
|
|
|
123
|
Waverly Advisors
Birmingham,
Alabama
|
$3.97M
|
+$79.4K
|
+1,570
|
+2%
|
|
|
124
|
Kestra Advisory Services
Austin,
Texas
|
$3.85M
|
+$2.86M
|
+56,606
|
+294%
|
|
|
125
|
Virtue Capital Management
Brentwood,
Tennessee
|
$3.83M
|
-$359K
|
-7,096
|
-9%
|
|
