|
101
|
Heritage Family Offices
Scottsdale,
Arizona
|
$9.45M
|
+$520K
|
+13,981
|
+6%
|
|
|
102
|
Fisher Asset Management
Camas,
Washington
|
$9.18M
|
-$1.28M
|
-34,319
|
-12%
|
|
|
103
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.87M
|
+$2.87M
|
+77,066
|
+47%
|
|
|
104
|
BTS Asset Management
Lincoln,
Massachusetts
|
$8.83M
|
-$564K
|
-15,158
|
-6%
|
|
|
105
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.74M
|
+$157K
|
+4,220
|
+2%
|
|
|
106
|
New York Life Investment Management
New York
|
$8.7M
|
+$595K
|
+16,006
|
+7%
|
|
|
107
|
Trajan Wealth
Scottsdale,
Arizona
|
$8.67M
|
+$834K
|
+22,413
|
+11%
|
|
|
108
|
Steward Partners Investment Advisory
New York
|
$8.38M
|
+$308K
|
+8,291
|
+4%
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
$8.28M
|
+$314K
|
+8,454
|
+4%
|
|
|
110
|
American Trust
Lexington,
Kentucky
|
$8.25M
|
-$813K
|
-21,851
|
-9%
|
|
|
111
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$8.23M
|
+$8.32M
|
+223,704
|
New
|
|
|
112
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.05M
|
-$38.8M
|
-1,042,036
|
-83%
|
|
|
113
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$7.99M
|
+$451K
|
+12,121
|
+6%
|
|
|
114
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$7.96M
|
+$371K
|
+9,984
|
+5%
|
|
|
115
|
Sage Advisory Services
Austin,
Texas
|
$7.95M
|
-$3.2M
|
-86,130
|
-29%
|
|
|
116
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.94M
|
+$1.33M
|
+35,843
|
+20%
|
|
|
117
|
Renaissance Technologies
New York
|
$7.8M
|
+$7.88M
|
+211,943
|
New
|
|
|
118
|
Grove Bank & Trust
Miami,
Florida
|
$7.79M
|
+$1.93M
|
+51,851
|
+32%
|
|
|
119
|
Marshall Wace
London,
United Kingdom
|
$7.73M
|
+$7.81M
|
+210,000
|
New
|
|
|
120
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$7.64M
|
+$98.3K
|
+2,644
|
+1%
|
|
|
121
|
Quantitative Strategies
Calabasas,
California
|
$7.46M
|
+$77.8K
|
+2,093
|
+1%
|
|
|
122
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$7.22M
|
+$7.3M
|
+196,200
|
New
|
|
|
123
|
Riversedge Advisors
Wilmington,
Delaware
|
$7.12M
|
+$602K
|
+16,176
|
+9%
|
|
|
124
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.08M
|
+$1.23M
|
+32,941
|
+21%
|
|
|
125
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$7.01M
|
+$81.7K
|
+2,196
|
+1%
|
|
