|
101
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$25.8M
|
-$406K
|
-8,010
|
-2%
|
|
|
102
|
SkyOak Wealth
Southfield,
Michigan
|
$25.8M
|
+$543K
|
+10,729
|
+2%
|
|
|
103
|
Weatherly Asset Management
Del Mar,
California
|
$25.7M
|
+$1.25M
|
+24,633
|
+5%
|
|
|
104
|
Evensky & Katz
Coral Gables,
Florida
|
$25.7M
|
+$1.03M
|
+20,279
|
+4%
|
|
|
105
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$25.6M
|
+$615K
|
+12,148
|
+2%
|
|
|
106
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$25.1M
|
–
|
–
|
–
|
|
|
107
|
Roberts Wealth Advisors
Palo Alto,
California
|
$24.9M
|
+$1.91M
|
+37,701
|
+8%
|
|
|
108
|
Appleton Partners
Boston,
Massachusetts
|
$24.5M
|
+$1.12M
|
+22,196
|
+5%
|
|
|
109
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$24.4M
|
+$24.3M
|
+480,737
|
New
|
|
|
110
|
Clarus Group
Houston,
Texas
|
$23.9M
|
+$348K
|
+6,879
|
+1%
|
|
|
111
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$23.8M
|
+$12.8M
|
+251,920
|
+116%
|
|
|
112
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$23.7M
|
+$1.66M
|
+32,859
|
+8%
|
|
|
113
|
Soltis Investment Advisors
St. George,
Utah
|
$23.5M
|
-$1.2M
|
-23,791
|
-5%
|
|
|
114
|
Highline Wealth Partners
Sherman Oaks,
California
|
$23.4M
|
+$882K
|
+17,417
|
+4%
|
|
|
115
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$23.1M
|
+$1.6M
|
+31,541
|
+7%
|
|
|
116
|
Gotham Asset Management
New York
|
$22.9M
|
+$3.41M
|
+67,273
|
+18%
|
|
|
117
|
Compass Financial Services
West Des Moines,
Iowa
|
$22.7M
|
-$529K
|
-10,453
|
-2%
|
|
|
118
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$22.6M
|
+$522K
|
+10,308
|
+2%
|
|
|
119
|
Mainstream Capital Management
Los Angeles,
California
|
$22.4M
|
+$393K
|
+7,768
|
+2%
|
|
|
120
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$22.2M
|
+$620K
|
+12,249
|
+3%
|
|
|
121
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$22M
|
+$4.98M
|
+98,334
|
+29%
|
|
|
122
|
Modern Wealth Management
Lenexa,
Kansas
|
$21.6M
|
+$15.9M
|
+313,936
|
+283%
|
|
|
123
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$21.3M
|
-$8K
|
-158
|
-0%
|
|
|
124
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$21.2M
|
+$187K
|
+3,686
|
+0.9%
|
|
|
125
|
IFP Advisors
Tampa,
Florida
|
$21.1M
|
+$441K
|
+8,711
|
+2%
|
|
