|
201
|
True Link Financial Advisors
San Francisco,
California
|
$32.8M
|
+$4.86M
|
+74,106
|
+18%
|
|
|
202
|
Roth Financial Partners
Kingwood,
Texas
|
$32.7M
|
+$850K
|
+12,967
|
+3%
|
|
|
203
|
Meeder Advisory Services
Dublin,
Ohio
|
$32.5M
|
+$300K
|
+4,579
|
+1%
|
|
|
204
|
Pacific Capital Wealth Advisors
Corona,
California
|
$32.5M
|
-$640K
|
-9,768
|
-2%
|
|
|
205
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$32.2M
|
+$5.43M
|
+82,848
|
+21%
|
|
|
206
|
MA Private Wealth
San Carlos,
California
|
$32.1M
|
+$1.97M
|
+30,122
|
+7%
|
|
|
207
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$31.7M
|
+$1.18M
|
+17,946
|
+4%
|
|
|
208
|
Isthmus Partners
Madison,
Wisconsin
|
$31.7M
|
-$58.5K
|
-892
|
-0.2%
|
|
|
209
|
Steward Partners Investment Advisory
New York
|
$31.6M
|
+$240K
|
+3,660
|
+0.8%
|
|
|
210
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$30.6M
|
-$1.73M
|
-26,389
|
-5%
|
|
|
211
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$30.6M
|
-$25M
|
-382,100
|
-46%
|
|
|
212
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$30.5M
|
+$1.55M
|
+23,684
|
+5%
|
|
|
213
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$30.4M
|
+$142K
|
+2,170
|
+0.5%
|
|
|
214
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$30.1M
|
+$930K
|
+14,187
|
+3%
|
|
|
215
|
Rational Advisors
Huntington,
New York
|
$29.6M
|
+$12.7M
|
+193,281
|
+77%
|
|
|
216
|
Klingman & Associates
New York
|
$29M
|
+$477K
|
+7,278
|
+2%
|
|
|
217
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$28.9M
|
-$2.38M
|
-36,333
|
-8%
|
|
|
218
|
Fusion Family Wealth
Woodbury,
New York
|
$28.8M
|
-$430K
|
-6,559
|
-2%
|
|
|
219
|
Daniels + Tansey
Wilmington,
Delaware
|
$28.8M
|
-$294K
|
-4,484
|
-1%
|
|
|
220
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.5M
|
+$5.15M
|
+78,546
|
+23%
|
|
|
221
|
Beacon Pointe Advisors
Newport Beach,
California
|
$28.3M
|
-$391K
|
-5,969
|
-1%
|
|
|
222
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$28.2M
|
+$27.6M
|
+421,715
|
New
|
|
|
223
|
Cambridge Associates
Boston,
Massachusetts
|
$28M
|
+$14.9M
|
+227,817
|
+119%
|
|
|
224
|
William Blair & Company
Chicago,
Illinois
|
$27.7M
|
+$5.19M
|
+79,144
|
+24%
|
|
|
225
|
Coldstream Capital Management
Bellevue,
Washington
|
$27.5M
|
+$7.64M
|
+116,517
|
+39%
|
|
