|
76
|
Mariner
Overland Park,
Kansas
|
$14.2M
|
+$782K
|
+7,201
|
+6%
|
|
|
77
|
|
$13.6M
|
+$2.62M
|
+24,091
|
+25%
|
|
|
78
|
Horizon Investments
Charlotte,
North Carolina
|
$12.5M
|
+$2.31M
|
+21,292
|
+23%
|
|
|
79
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.4M
|
+$95.8K
|
+882
|
+0.8%
|
|
|
80
|
Cambridge Associates
Boston,
Massachusetts
|
$12.3M
|
+$2.27M
|
+20,879
|
+23%
|
|
|
81
|
Buck Wealth Strategies
Denver,
Colorado
|
$12.2M
|
+$987K
|
+9,084
|
+9%
|
|
|
82
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.1M
|
-$368K
|
-3,386
|
-3%
|
|
|
83
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$12.1M
|
-$162K
|
-1,492
|
-1%
|
|
|
84
|
Net Worth Advisory Group
Sandy,
Utah
|
$12M
|
+$86.2K
|
+794
|
+0.7%
|
|
|
85
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$11.6M
|
+$11.3M
|
+104,420
|
New
|
|
|
86
|
Sequent Planning
Omaha,
Nebraska
|
$11.6M
|
+$1.02M
|
+9,376
|
+10%
|
|
|
87
|
Neuberger Berman Group
New York
|
$11.5M
|
-$2.46M
|
-22,629
|
-18%
|
|
|
88
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$11.5M
|
+$1.67M
|
+15,351
|
+17%
|
|
|
89
|
Wealth Forward LLC
Fargo,
North Dakota
|
$11.5M
|
+$106K
|
+975
|
+1%
|
|
|
90
|
Creative Planning
Overland Park,
Kansas
|
$11.3M
|
+$87.2K
|
+803
|
+0.8%
|
|
|
91
|
Meridian Management
Little Rock,
Arkansas
|
$11.2M
|
+$68.5K
|
+631
|
+0.6%
|
|
|
92
|
Insight Wealth Strategies
San Ramon,
California
|
$11.1M
|
+$1.61M
|
+14,787
|
+17%
|
|
|
93
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$11.1M
|
+$916K
|
+8,434
|
+9%
|
|
|
94
|
Capitolis Liquid Global Markets
New York
|
$11.1M
|
+$5.43M
|
+50,000
|
+100%
|
|
|
95
|
|
$11M
|
+$1.9M
|
+17,527
|
+22%
|
|
|
96
|
Corient Private Wealth
Miami,
Florida
|
$11M
|
+$5.13M
|
+47,194
|
+91%
|
|
|
97
|
Ted Buchan & Co
San Diego,
California
|
$10.9M
|
+$180K
|
+1,656
|
+2%
|
|
|
98
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$10.8M
|
-$217K
|
-2,000
|
-2%
|
|
|
99
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.8M
|
-$466K
|
-4,287
|
-4%
|
|
|
100
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.6M
|
+$227K
|
+2,089
|
+2%
|
|
