|
101
|
IEQ Capital
Foster City,
California
|
$7.15M
|
+$74.6K
|
+776
|
+1%
|
|
|
102
|
Kera Capital Partners
San Jose,
California
|
$7.13M
|
+$159K
|
+1,649
|
+2%
|
|
|
103
|
Mission Wealth Management
Santa Barbara,
California
|
$7.05M
|
-$119K
|
-1,240
|
-2%
|
|
|
104
|
Savant Capital
Rockford,
Illinois
|
$6.83M
|
+$246K
|
+2,557
|
+4%
|
|
|
105
|
Moran Wealth Management
Naples,
Florida
|
$6.82M
|
+$6.99M
|
+72,732
|
New
|
|
|
106
|
Aspiriant LLC
Los Angeles,
California
|
$6.78M
|
–
|
–
|
–
|
|
|
107
|
BOK Financial
Tulsa,
Oklahoma
|
$6.71M
|
+$485K
|
+5,042
|
+8%
|
|
|
108
|
Symphony Financial
Houston,
Texas
|
$6.58M
|
+$229K
|
+2,387
|
+3%
|
|
|
109
|
Stifel Financial
St. Louis,
Missouri
|
$6.56M
|
-$744K
|
-7,739
|
-10%
|
|
|
110
|
Mutual Advisors
Omaha,
Nebraska
|
$6.55M
|
+$168K
|
+1,743
|
+3%
|
|
|
111
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.17M
|
-$2.46M
|
-25,616
|
-28%
|
|
|
112
|
Kanawha Capital Management
Richmond,
Virginia
|
$6.13M
|
+$626K
|
+6,513
|
+11%
|
|
|
113
|
Curtis Advisory Group
Santa Barbara,
California
|
$6.08M
|
-$99.5K
|
-1,035
|
-2%
|
|
|
114
|
Zhang Financial
Portage,
Michigan
|
$5.98M
|
+$1.49M
|
+15,491
|
+32%
|
|
|
115
|
Golden Road Advisors
Tampa,
Florida
|
$5.9M
|
-$34.4K
|
-358
|
-0.6%
|
|
|
116
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$5.77M
|
+$446K
|
+4,642
|
+8%
|
|
|
117
|
Fidelis Capital Partners
Tampa,
Florida
|
$5.67M
|
-$319K
|
-3,323
|
-5%
|
|
|
118
|
Swan Capital
Pensacola,
Florida
|
$5.6M
|
-$1.03M
|
-10,700
|
-15%
|
|
|
119
|
Focused Wealth Management
Newburgh,
New York
|
$5.49M
|
-$28.3K
|
-294
|
-0.5%
|
|
|
120
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5.44M
|
+$586K
|
+6,094
|
+12%
|
|
|
121
|
Jordan Park Group
San Francisco,
California
|
$5.35M
|
–
|
–
|
–
|
|
|
122
|
William Blair & Company
Chicago,
Illinois
|
$5.2M
|
+$691K
|
+7,190
|
+15%
|
|
|
123
|
Principal Financial Group
Des Moines,
Iowa
|
$5.2M
|
-$323K
|
-3,365
|
-6%
|
|
|
124
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.09M
|
+$815K
|
+8,475
|
+18%
|
|
|
125
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.99M
|
+$153K
|
+1,589
|
+3%
|
|
