|
101
|
|
$13.5M
|
+$1.09M
|
+63,207
|
+8%
|
|
|
102
|
Ashford Advisors
Pittsford,
New York
|
$13.5M
|
–
|
–
|
–
|
|
|
103
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$13.5M
|
+$416K
|
+24,030
|
+3%
|
|
|
104
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.4M
|
-$460K
|
-26,571
|
-3%
|
|
|
105
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$13.3M
|
-$62.1K
|
-3,591
|
-0.4%
|
|
|
106
|
Harbour Investments
Madison,
Wisconsin
|
$12.9M
|
+$542K
|
+31,308
|
+4%
|
|
|
107
|
Roundview Capital
Princeton,
New Jersey
|
$12.7M
|
+$564K
|
+32,568
|
+4%
|
|
|
108
|
Lodestar Private Asset Management
Alamo,
California
|
$12.4M
|
-$128K
|
-7,410
|
-1%
|
|
|
109
|
PrairieView Partners
St. Paul,
Minnesota
|
$12.3M
|
-$311K
|
-17,943
|
-2%
|
|
|
110
|
Tradition Wealth Management
Edina,
Minnesota
|
$12.2M
|
+$550K
|
+31,785
|
+5%
|
|
|
111
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$12.1M
|
+$66.9K
|
+3,864
|
+0.5%
|
|
|
112
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.4M
|
+$11.9M
|
+687,765
|
New
|
|
|
113
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$11.4M
|
-$9.46M
|
-546,687
|
-44%
|
|
|
114
|
Spinnaker Investment Group
Newport Beach,
California
|
$11.1M
|
-$485K
|
-28,035
|
-4%
|
|
|
115
|
Meridian Wealth Management
Lexington,
Kentucky
|
$11.1M
|
+$5.68M
|
+328,317
|
+97%
|
|
|
116
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11.1M
|
-$88K
|
-5,085
|
-0.8%
|
|
|
117
|
Libra Wealth
Los Gatos,
California
|
$11M
|
-$234K
|
-13,515
|
-2%
|
|
|
118
|
Intelligence Driven Advisers
Carlsbad,
California
|
$10.9M
|
-$237K
|
-13,668
|
-2%
|
|
|
119
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$10.8M
|
-$346K
|
-19,989
|
-3%
|
|
|
120
|
Evoke Wealth
Los Angeles,
California
|
$10.4M
|
+$10.5M
|
+608,862
|
+3,429%
|
|
|
121
|
Stifel Financial
St. Louis,
Missouri
|
$10.3M
|
+$40K
|
+2,313
|
+0.4%
|
|
|
122
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$10.2M
|
+$354K
|
+20,466
|
+3%
|
|
|
123
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$10.1M
|
+$39.4K
|
+2,274
|
+0.4%
|
|
|
124
|
Passive Capital Management
Baltimore,
Maryland
|
$10.1M
|
-$54.4K
|
-3,141
|
-0.5%
|
|
|
125
|
SigFig Wealth Management
San Francisco,
California
|
$9.83M
|
-$1.24M
|
-71,931
|
-11%
|
|
