|
101
|
Opes Wealth Management
Menlo Park,
California
|
$8.85M
|
+$3.22M
|
+69,028
|
+53%
|
|
|
102
|
James J. Burns & Company
Melville,
New York
|
$8.31M
|
+$8.71M
|
+186,802
|
New
|
|
|
103
|
Perigon Wealth Management
San Francisco,
California
|
$8.28M
|
+$1.79M
|
+38,439
|
+26%
|
|
|
104
|
Agilis Partners
Waltham,
Massachusetts
|
$8.15M
|
–
|
–
|
–
|
|
|
105
|
Gilbert & Cook
West Des Moines,
Iowa
|
$8M
|
+$8.58M
|
+183,840
|
New
|
|
|
106
|
Wealth Alliance
Mellville,
New York
|
$7.96M
|
+$1.11M
|
+23,843
|
+15%
|
|
|
107
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$7.92M
|
+$818K
|
+17,529
|
+11%
|
|
|
108
|
MA Private Wealth
San Carlos,
California
|
$7.92M
|
–
|
–
|
–
|
|
|
109
|
Forum Private Client Group
Fishers,
Indiana
|
$7.91M
|
+$398K
|
+8,525
|
+5%
|
|
|
110
|
9258 Wealth Management
Blue Ash,
Ohio
|
$7.82M
|
+$3.79M
|
+81,297
|
+86%
|
|
|
111
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$7.8M
|
+$76.3K
|
+1,636
|
+0.9%
|
|
|
112
|
INVST
Indianapolis,
Indiana
|
$7.7M
|
+$660K
|
+14,146
|
+9%
|
|
|
113
|
FLC Capital Advisors
Palm Desert,
California
|
$7.51M
|
-$4.67M
|
-100,134
|
-37%
|
|
|
114
|
Client 1st Advisory Group
Dunedin,
Florida
|
$7.42M
|
-$71.4K
|
-1,531
|
-0.9%
|
|
|
115
|
One Wealth Advisors
San Francisco,
California
|
$7.05M
|
+$151K
|
+3,234
|
+2%
|
|
|
116
|
Cypress Wealth Services
Palm Desert,
California
|
$7.02M
|
-$769K
|
-16,474
|
-9%
|
|
|
117
|
|
$6.9M
|
-$2.65M
|
-56,855
|
-27%
|
|
|
118
|
Private Advisor Group
Morristown,
New Jersey
|
$6.9M
|
+$1.38M
|
+29,567
|
+24%
|
|
|
119
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$6.7M
|
+$314K
|
+6,729
|
+5%
|
|
|
120
|
Keystone Wealth Services
Palm Desert,
California
|
$6.69M
|
+$208K
|
+4,455
|
+3%
|
|
|
121
|
HighTower Advisors
Chicago,
Illinois
|
$6.64M
|
-$6.46M
|
-138,571
|
-48%
|
|
|
122
|
Cetera Advisors
Denver,
Colorado
|
$6.42M
|
+$73.9K
|
+1,585
|
+1%
|
|
|
123
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.31M
|
+$634K
|
+13,582
|
+11%
|
|
|
124
|
Spire Wealth Management
Mclean,
Virginia
|
$6.16M
|
-$5.79M
|
-124,013
|
-47%
|
|
|
125
|
West Wealth Group
Irvine,
California
|
$5.89M
|
-$464K
|
-9,947
|
-7%
|
|
