|
101
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$9.77M
|
+$1.18M
|
+17,542
|
+14%
|
|
|
102
|
BigSur Wealth Management
Miami,
Florida
|
$9.76M
|
–
|
–
|
–
|
|
|
103
|
Efficient Advisors
Mason,
Ohio
|
$9.7M
|
+$1.74M
|
+25,710
|
+22%
|
|
|
104
|
Prudent Investors Network
Lake Forest,
California
|
$9.38M
|
+$448K
|
+6,638
|
+5%
|
|
|
105
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.9M
|
+$551K
|
+8,163
|
+7%
|
|
|
106
|
Advisory Services & Investments
Bend,
Oregon
|
$8.82M
|
-$2.07M
|
-30,657
|
-19%
|
|
|
107
|
Executive Wealth Group
Kirkland,
Washington
|
$8.74M
|
-$115K
|
-1,698
|
-1%
|
|
|
108
|
Covington Capital Management
Los Angeles,
California
|
$8.18M
|
-$70.5K
|
-1,044
|
-0.9%
|
|
|
109
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.89M
|
+$1.46M
|
+21,617
|
+23%
|
|
|
110
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$7.56M
|
+$7.58M
|
+112,353
|
New
|
|
|
111
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.4M
|
+$6.18M
|
+91,604
|
+499%
|
|
|
112
|
Tidal Investments
Milwaukee,
Wisconsin
|
$7.28M
|
+$7.3M
|
+108,223
|
New
|
|
|
113
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.17M
|
+$7.19M
|
+106,524
|
New
|
|
|
114
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$7.1M
|
+$290K
|
+4,296
|
+4%
|
|
|
115
|
|
$6.97M
|
+$208K
|
+3,087
|
+3%
|
|
|
116
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.96M
|
-$2.28M
|
-33,710
|
-25%
|
|
|
117
|
BHK Investment Advisors
Birmingham,
Alabama
|
$6.42M
|
+$54.1K
|
+802
|
+0.8%
|
|
|
118
|
1900 Wealth Management
San Antonio,
Texas
|
$6.38M
|
+$246K
|
+3,645
|
+4%
|
|
|
119
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$6.26M
|
+$6.28M
|
+93,035
|
New
|
|
|
120
|
Ritholtz Wealth Management
New York
|
$6.19M
|
+$1.69K
|
+25
|
+0%
|
|
|
121
|
William Blair & Company
Chicago,
Illinois
|
$6.08M
|
-$80.7K
|
-1,196
|
-1%
|
|
|
122
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$6.04M
|
+$5.03M
|
+74,578
|
+488%
|
|
|
123
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.97M
|
-$347K
|
-5,146
|
-5%
|
|
|
124
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.96M
|
+$5.79M
|
+85,829
|
New
|
|
|
125
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.79M
|
+$2.51M
|
+37,186
|
+76%
|
|
