|
101
|
Morton Capital Management
Calabasas,
California
|
$29M
|
+$29M
|
+573,696
|
New
|
|
|
102
|
IMZ Advisory
Boca Raton,
Florida
|
$28.9M
|
+$8.75M
|
+173,316
|
+43%
|
|
|
103
|
Equitable Holdings
New York
|
$28.6M
|
+$1.55M
|
+30,670
|
+6%
|
|
|
104
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$28.4M
|
+$4.02M
|
+79,495
|
+17%
|
|
|
105
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$28M
|
-$171K
|
-3,384
|
-0.6%
|
|
|
106
|
MGO One Seven
Beachwood,
Ohio
|
$27.9M
|
-$7.01M
|
-138,809
|
-20%
|
|
|
107
|
Evensky & Katz
Coral Gables,
Florida
|
$27.7M
|
+$190K
|
+3,771
|
+0.7%
|
|
|
108
|
LPWM LLC
Minneapolis,
Minnesota
|
$27.6M
|
+$1.87M
|
+36,998
|
+7%
|
|
|
109
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$27.5M
|
+$4.74M
|
+93,824
|
+21%
|
|
|
110
|
Weatherly Asset Management
Del Mar,
California
|
$27.5M
|
+$920K
|
+18,215
|
+3%
|
|
|
111
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$27.2M
|
+$838K
|
+16,594
|
+3%
|
|
|
112
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$26.2M
|
+$3.37M
|
+66,786
|
+15%
|
|
|
113
|
Sollinda Capital Management
Miami,
Florida
|
$25.5M
|
+$113K
|
+2,246
|
+0.4%
|
|
|
114
|
Leverty Financial Group
Hudson,
Wisconsin
|
$25.5M
|
-$627K
|
-12,418
|
-2%
|
|
|
115
|
ACT Advisors
Asheville,
North Carolina
|
$25.3M
|
-$1.7M
|
-33,619
|
-6%
|
|
|
116
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$25M
|
+$423K
|
+8,380
|
+2%
|
|
|
117
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$24.9M
|
+$1.35M
|
+26,660
|
+6%
|
|
|
118
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$24.8M
|
-$10.2M
|
-202,505
|
-29%
|
|
|
119
|
Spire Wealth Management
Mclean,
Virginia
|
$24.4M
|
-$755K
|
-14,942
|
-3%
|
|
|
120
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$24.1M
|
+$88.4K
|
+1,750
|
+0.4%
|
|
|
121
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$24.1M
|
-$276K
|
-5,457
|
-1%
|
|
|
122
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$23.8M
|
+$1.42M
|
+28,137
|
+6%
|
|
|
123
|
American Trust
Lexington,
Kentucky
|
$23.7M
|
-$2.43M
|
-48,050
|
-9%
|
|
|
124
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.4M
|
-$7.64M
|
-151,232
|
-25%
|
|
|
125
|
Saiph Capital
Wyckoff,
New Jersey
|
$23.1M
|
+$259K
|
+5,131
|
+1%
|
|
