|
76
|
Roberts Wealth Advisors
Palo Alto,
California
|
$4.9M
|
-$310K
|
-6,100
|
-6%
|
|
|
77
|
Requisite Capital Management
Dallas,
Texas
|
$4.9M
|
+$451K
|
+8,879
|
+10%
|
|
|
78
|
Callan Capital
La Jolla,
California
|
$4.9M
|
-$2.56M
|
-50,363
|
-34%
|
|
|
79
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$4.74M
|
-$630K
|
-12,399
|
-12%
|
|
|
80
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$4.72M
|
-$1.37M
|
-26,875
|
-22%
|
|
|
81
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$4.67M
|
+$4.68M
|
+92,197
|
New
|
|
|
82
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.59M
|
+$2.33M
|
+45,923
|
+103%
|
|
|
83
|
Colony Group
Boston,
Massachusetts
|
$4.58M
|
+$3.32M
|
+65,406
|
+262%
|
|
|
84
|
Security Financial Services
Fort Wayne,
Indiana
|
$4.57M
|
+$2.07M
|
+40,718
|
+82%
|
|
|
85
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.51M
|
-$171K
|
-3,375
|
-4%
|
|
|
86
|
Central Trust Company
Jefferson City,
Missouri
|
$4.36M
|
+$945K
|
+18,593
|
+28%
|
|
|
87
|
SkyOak Wealth
Southfield,
Michigan
|
$4.32M
|
-$78.4K
|
-1,543
|
-2%
|
|
|
88
|
Mission Wealth Management
Santa Barbara,
California
|
$4.3M
|
-$1.1M
|
-21,639
|
-20%
|
|
|
89
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.29M
|
+$455K
|
+8,955
|
+12%
|
|
|
90
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$4.06M
|
+$1.37M
|
+26,910
|
+51%
|
|
|
91
|
Wakefield Asset Management
Englewood,
Colorado
|
$4.05M
|
+$161K
|
+3,160
|
+4%
|
|
|
92
|
Synovus Financial
Columbus,
Georgia
|
$3.94M
|
-$1.47M
|
-28,865
|
-27%
|
|
|
93
|
JSF Financial
Los Angeles,
California
|
$3.92M
|
+$907K
|
+17,847
|
+30%
|
|
|
94
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$3.9M
|
+$3.91M
|
+76,978
|
New
|
|
|
95
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.88M
|
+$482K
|
+9,494
|
+14%
|
|
|
96
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.87M
|
-$28.7K
|
-565
|
-0.7%
|
|
|
97
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.53M
|
-$77.4K
|
-1,523
|
-2%
|
|
|
98
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$3.46M
|
–
|
–
|
–
|
|
|
99
|
Elmwood Wealth Management
Berkeley,
California
|
$3.43M
|
+$198K
|
+3,900
|
+6%
|
|
|
100
|
PDS Planning
Dublin,
Ohio
|
$3.4M
|
+$3.42M
|
+67,237
|
New
|
|
