|
126
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$18.4M
|
+$4.75M
|
+93,920
|
+35%
|
|
|
127
|
Summit Wealth Partners
Orlando,
Florida
|
$18.3M
|
+$389K
|
+7,703
|
+2%
|
|
|
128
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.1M
|
-$131K
|
-2,601
|
-0.7%
|
|
|
129
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$17.4M
|
-$15M
|
-296,473
|
-46%
|
|
|
130
|
Roberts Wealth Advisors
Palo Alto,
California
|
$17.2M
|
+$711K
|
+14,074
|
+4%
|
|
|
131
|
Advisornet Financial
Minnetonka,
Minnesota
|
$17.1M
|
+$3.55M
|
+70,342
|
+26%
|
|
|
132
|
Waverly Advisors
Birmingham,
Alabama
|
$16.7M
|
-$100K
|
-1,985
|
-0.6%
|
|
|
133
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$16.5M
|
+$16.5M
|
+325,887
|
New
|
|
|
134
|
Frisch Financial Group
Melville,
New York
|
$16.5M
|
-$14.2M
|
-281,621
|
-46%
|
|
|
135
|
REDW Wealth
Albuquerque,
New Mexico
|
$16.4M
|
+$2.33M
|
+46,024
|
+17%
|
|
|
136
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.1M
|
-$753K
|
-14,903
|
-4%
|
|
|
137
|
Morningstar Investment Services
Chicago,
Illinois
|
$15.9M
|
+$803K
|
+15,889
|
+5%
|
|
|
138
|
Citizens Financial Group
Providence,
Rhode Island
|
$15.8M
|
-$1.25M
|
-24,727
|
-7%
|
|
|
139
|
White Wing Wealth Management
The Wodlands,
Texas
|
$15.7M
|
+$74.2K
|
+1,468
|
+0.5%
|
|
|
140
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$15.5M
|
+$985K
|
+19,500
|
+7%
|
|
|
141
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$15.4M
|
+$642K
|
+12,703
|
+4%
|
|
|
142
|
Sand Hill Global Advisors
Palo Alto,
California
|
$14.9M
|
+$6.59M
|
+130,407
|
+80%
|
|
|
143
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$14.9M
|
+$7.02M
|
+138,955
|
+90%
|
|
|
144
|
|
$14.5M
|
-$7.44M
|
-147,305
|
-34%
|
|
|
145
|
Ruggaard & Associates
Hudson,
Ohio
|
$14.5M
|
-$67.7K
|
-1,339
|
-0.5%
|
|
|
146
|
Comerica Bank
Dallas,
Texas
|
$14.4M
|
-$345K
|
-6,832
|
-2%
|
|
|
147
|
Valley Wealth Managers
Paramus,
New Jersey
|
$14.3M
|
+$2.21M
|
+43,639
|
+18%
|
|
|
148
|
Meridian Financial Partners
Warrenton,
Virginia
|
$14.3M
|
+$362K
|
+7,168
|
+3%
|
|
|
149
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.1M
|
-$6.62M
|
-130,934
|
-32%
|
|
|
150
|
Parkside Investments
Deerfield,
Illinois
|
$14.1M
|
-$4.7M
|
-92,965
|
-25%
|
|
