|
76
|
MV Capital Management
Bethesda,
Maryland
|
$13.8M
|
+$1.01M
|
+8,447
|
+6%
|
|
|
77
|
Independence Advisors
Wayne,
Pennsylvania
|
$13.3M
|
+$4.82M
|
+40,535
|
+41%
|
|
|
78
|
Smith, Moore & Co
Clayton,
Missouri
|
$13.2M
|
-$293K
|
-2,463
|
-2%
|
|
|
79
|
Halpern Financial
Ashburn,
Virginia
|
$13M
|
+$1.13M
|
+9,510
|
+8%
|
|
|
80
|
Colony Group
Boston,
Massachusetts
|
$12.8M
|
+$7.57M
|
+63,603
|
+91%
|
|
|
81
|
AdvicePeriod
Los Angeles,
California
|
$12.7M
|
+$2.43M
|
+20,461
|
+18%
|
|
|
82
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.7M
|
+$1.78M
|
+14,925
|
+13%
|
|
|
83
|
Financial Life Advisors
San Antonio,
Texas
|
$12.7M
|
+$1.64M
|
+13,763
|
+12%
|
|
|
84
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$12.4M
|
-$476K
|
-4,000
|
-3%
|
|
|
85
|
North Star Investment Management
Chicago,
Illinois
|
$12.3M
|
-$5.95M
|
-50,037
|
-28%
|
|
|
86
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$12.3M
|
-$15.5M
|
-130,088
|
-50%
|
|
|
87
|
Narwhal Capital Management
Marietta,
Georgia
|
$11.4M
|
+$169K
|
+1,416
|
+1%
|
|
|
88
|
Cahill Financial Advisors
Edina,
Minnesota
|
$11.3M
|
-$1M
|
-8,438
|
-7%
|
|
|
89
|
BOK Financial
Tulsa,
Oklahoma
|
$11.1M
|
+$1.18M
|
+9,947
|
+9%
|
|
|
90
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11M
|
+$904K
|
+7,598
|
+7%
|
|
|
91
|
GHP Investment Advisors
Denver,
Colorado
|
$10.7M
|
+$469K
|
+3,941
|
+4%
|
|
|
92
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.6M
|
+$13.1M
|
+109,900
|
New
|
|
|
93
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.6M
|
-$1.24M
|
-10,429
|
-9%
|
|
|
94
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$10.5M
|
–
|
–
|
–
|
|
|
95
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.4M
|
+$498K
|
+4,181
|
+4%
|
|
|
96
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$10.2M
|
-$362K
|
-3,043
|
-3%
|
|
|
97
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$10.2M
|
-$721K
|
-6,058
|
-5%
|
|
|
98
|
First Merchants Corp
Muncie,
Indiana
|
$9.86M
|
+$139K
|
+1,169
|
+1%
|
|
|
99
|
Pure Financial Advisors
San Diego,
California
|
$9.85M
|
+$2.42M
|
+20,325
|
+25%
|
|
|
100
|
Veritable
Wilmington,
Delaware
|
$9.8M
|
+$349K
|
+2,934
|
+3%
|
|
