|
101
|
Corient Private Wealth
Miami,
Florida
|
$3.13M
|
+$3.07M
|
+16,322
|
New
|
|
|
102
|
Greenline Partners
New York
|
$3.07M
|
+$3M
|
+15,944
|
+12,456%
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$3.04M
|
-$177K
|
-940
|
-6%
|
|
|
104
|
Axiom Financial Strategies
New Albany,
Indiana
|
$3.01M
|
+$52.1K
|
+277
|
+2%
|
|
|
105
|
MBA Advisors
Hermitage,
Pennsylvania
|
$2.97M
|
+$1.17M
|
+6,232
|
+67%
|
|
|
106
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$2.94M
|
+$411K
|
+2,187
|
+17%
|
|
|
107
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.91M
|
+$1.74M
|
+9,232
|
+155%
|
|
|
108
|
CIC Wealth
Rockville,
Maryland
|
$2.9M
|
+$2.84M
|
+15,128
|
New
|
|
|
109
|
FFG Retirement Advisors
Centennial,
Colorado
|
$2.87M
|
+$2.82M
|
+14,975
|
New
|
|
|
110
|
Cypress Wealth Services
Palm Desert,
California
|
$2.86M
|
-$99.5K
|
-529
|
-3%
|
|
|
111
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2.84M
|
+$985K
|
+5,236
|
+55%
|
|
|
112
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$2.82M
|
-$140K
|
-747
|
-5%
|
|
|
113
|
Mercer Global Advisors
Denver,
Colorado
|
$2.77M
|
+$190K
|
+1,009
|
+7%
|
|
|
114
|
Lido Advisors
Los Angeles,
California
|
$2.76M
|
-$80.5K
|
-428
|
-3%
|
|
|
115
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.74M
|
+$7.71K
|
+41
|
+0.3%
|
|
|
116
|
Fort Point Capital Partners
San Francisco,
California
|
$2.73M
|
-$1.32M
|
-7,033
|
-33%
|
|
|
117
|
Sierra Capital
Miami,
Florida
|
$2.71M
|
+$12K
|
+64
|
+0.5%
|
|
|
118
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$2.71M
|
-$46.3K
|
-246
|
-0%
|
|
|
119
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.64M
|
–
|
–
|
–
|
|
|
120
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.64M
|
–
|
–
|
–
|
|
|
121
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.6M
|
+$273K
|
+1,450
|
+11%
|
|
|
122
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.59M
|
-$225K
|
-1,195
|
-8%
|
|
|
123
|
Veritable
Wilmington,
Delaware
|
$2.51M
|
–
|
–
|
–
|
|
|
124
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.43M
|
-$99.5K
|
-529
|
-4%
|
|
|
125
|
One Capital Management
Westlake Village,
California
|
$2.43M
|
+$231K
|
+1,230
|
+11%
|
|
