|
101
|
Heritage Family Offices
Scottsdale,
Arizona
|
$15.9M
|
-$1.63M
|
-34,651
|
-9%
|
|
|
102
|
One Advisory Partners
Overland Park,
Kansas
|
$15.8M
|
+$2.81M
|
+59,747
|
+21%
|
|
|
103
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$15.7M
|
+$573K
|
+12,180
|
+4%
|
|
|
104
|
Tortoise Investment Management
White Plains,
New York
|
$15.6M
|
+$599K
|
+12,716
|
+4%
|
|
|
105
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$14.2M
|
+$1.7M
|
+36,087
|
+14%
|
|
|
106
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$14.1M
|
+$6.92M
|
+147,089
|
+96%
|
|
|
107
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$14M
|
+$611K
|
+12,973
|
+5%
|
|
|
108
|
SigFig Wealth Management
San Francisco,
California
|
$13.7M
|
-$784K
|
-16,664
|
-5%
|
|
|
109
|
Merit Financial Group
Alpharetta,
Georgia
|
$13.7M
|
+$6.5M
|
+138,002
|
+90%
|
|
|
110
|
Hobart Private Capital
Charlotte,
North Carolina
|
$13.6M
|
+$3.07M
|
+65,221
|
+29%
|
|
|
111
|
RFG Advisory
Birmingham,
Alabama
|
$13.6M
|
+$10.3K
|
+218
|
+0.1%
|
|
|
112
|
Global Retirement Partners
San Rafael,
California
|
$13.4M
|
+$986K
|
+20,955
|
+8%
|
|
|
113
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$13.4M
|
+$234K
|
+4,975
|
+2%
|
|
|
114
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.3M
|
-$108M
|
-2,288,404
|
-89%
|
|
|
115
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.8M
|
+$813K
|
+17,280
|
+7%
|
|
|
116
|
|
$12.7M
|
-$218K
|
-4,641
|
-2%
|
|
|
117
|
ERn Financial LLC
Middleton,
Wisconsin
|
$12.7M
|
-$118K
|
-2,501
|
-0.9%
|
|
|
118
|
Portside Wealth Group
Provo,
Utah
|
$12.6M
|
+$2.38M
|
+50,639
|
+23%
|
|
|
119
|
Bank of New York Mellon
New York
|
$12.6M
|
-$96.3M
|
-2,045,333
|
-88%
|
|
|
120
|
WrapManager Inc
Mill Valley,
California
|
$12.4M
|
-$1.29M
|
-27,393
|
-9%
|
|
|
121
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.3M
|
+$779K
|
+16,558
|
+7%
|
|
|
122
|
Brio Consultants
San Francisco,
California
|
$12.3M
|
+$12.4M
|
+263,455
|
New
|
|
|
123
|
Sterneck Capital Management
Kansas City,
Missouri
|
$12.3M
|
-$172K
|
-3,654
|
-1%
|
|
|
124
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.2M
|
+$39.1K
|
+830
|
+0.3%
|
|
|
125
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$11.9M
|
+$1.93M
|
+40,989
|
+19%
|
|
