|
101
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.3M
|
-$53.5M
|
-581,248
|
-81%
|
|
|
102
|
Graver Capital Management
Columbus,
Ohio
|
$13.2M
|
+$1.9M
|
+20,678
|
+16%
|
|
|
103
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$13.2M
|
-$14.9M
|
-161,682
|
-53%
|
|
|
104
|
|
$13M
|
+$786K
|
+8,541
|
+6%
|
|
|
105
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$12.9M
|
-$2.23M
|
-24,241
|
-14%
|
|
|
106
|
Family Office Research
Bethesda,
Maryland
|
$12.9M
|
+$193K
|
+2,098
|
+1%
|
|
|
107
|
James J. Burns & Company
Melville,
New York
|
$12.7M
|
+$2.64M
|
+28,680
|
+25%
|
|
|
108
|
Kestra Advisory Services
Austin,
Texas
|
$12.2M
|
-$1.86M
|
-20,238
|
-13%
|
|
|
109
|
Fermata Advisors
Sonoma,
California
|
$12.1M
|
+$593K
|
+6,444
|
+5%
|
|
|
110
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$12.1M
|
-$166K
|
-1,803
|
-1%
|
|
|
111
|
Atria Wealth Solutions
New York
|
$11.9M
|
-$1.78M
|
-19,302
|
-12%
|
|
|
112
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.8M
|
+$196K
|
+2,127
|
+2%
|
|
|
113
|
Sierra Ocean
Ripon,
California
|
$11.8M
|
+$724K
|
+7,869
|
+6%
|
|
|
114
|
Independent Financial Group
San Diego,
California
|
$11.8M
|
-$283K
|
-3,075
|
-2%
|
|
|
115
|
Ruggaard & Associates
Hudson,
Ohio
|
$11.7M
|
-$174K
|
-1,887
|
-1%
|
|
|
116
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$11.6M
|
-$71.5K
|
-777
|
-0.6%
|
|
|
117
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.5M
|
-$238K
|
-2,587
|
-2%
|
|
|
118
|
Oppenheimer & Co
New York
|
$11.2M
|
+$376K
|
+4,084
|
+3%
|
|
|
119
|
Flagstar Advisors
New York
|
$11M
|
-$2.26M
|
-24,509
|
-16%
|
|
|
120
|
Joseph Group Capital Management
Columbus,
Ohio
|
$11M
|
+$11.5M
|
+125,342
|
New
|
|
|
121
|
Eagle Strategies
New York
|
$10.9M
|
-$7.75M
|
-84,249
|
-41%
|
|
|
122
|
Rockefeller Capital Management
New York
|
$10.6M
|
+$2.82M
|
+30,632
|
+34%
|
|
|
123
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$10.3M
|
+$1.11M
|
+12,075
|
+11%
|
|
|
124
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$10.3M
|
+$191K
|
+2,079
|
+2%
|
|
|
125
|
Objectivity Squared
Charleston,
South Carolina
|
$10M
|
+$380K
|
+4,124
|
+3%
|
|
