|
201
|
MA Private Wealth
San Carlos,
California
|
$75.5M
|
-$22.9M
|
-55,979
|
-23%
|
|
|
202
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$75.2M
|
+$3.29M
|
+8,052
|
+4%
|
|
|
203
|
D.A. Davidson & Co
Great Falls,
Montana
|
$72.9M
|
+$22.6M
|
+55,157
|
+42%
|
|
|
204
|
GoalVest Advisory
New York
|
$71.7M
|
+$3.8M
|
+9,282
|
+5%
|
|
|
205
|
Financial Advisory Group
Houston,
Texas
|
$71.6M
|
-$8.45M
|
-20,660
|
-10%
|
|
|
206
|
Zhang Financial
Portage,
Michigan
|
$71.4M
|
+$10.3M
|
+25,166
|
+16%
|
|
|
207
|
McMorgan & Co
San Francisco,
California
|
$71.1M
|
+$517K
|
+1,264
|
+0.7%
|
|
|
208
|
Charles Schwab Trust
Henderson,
Nevada
|
$70.9M
|
-$4.73M
|
-11,561
|
-6%
|
|
|
209
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$70M
|
–
|
–
|
–
|
|
|
210
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$68.7M
|
+$639K
|
+1,562
|
+0.9%
|
|
|
211
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$68M
|
-$49.6M
|
-121,385
|
-41%
|
|
|
212
|
Wiser Wealth Management
Marietta,
Georgia
|
$67.3M
|
+$2.01M
|
+4,913
|
+3%
|
|
|
213
|
Cresset Asset Management
Chicago,
Illinois
|
$66.6M
|
+$2.08M
|
+5,075
|
+3%
|
|
|
214
|
William Blair & Company
Chicago,
Illinois
|
$66.6M
|
+$3.27M
|
+7,999
|
+5%
|
|
|
215
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$64.9M
|
+$12.5M
|
+30,592
|
+23%
|
|
|
216
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$64.9M
|
-$1.05M
|
-2,579
|
-2%
|
|
|
217
|
Q3 Asset Management
Birmingham,
Michigan
|
$64.4M
|
+$66.2M
|
+162,000
|
+8,100%
|
|
|
218
|
Cambridge Advisors
Omaha,
Nebraska
|
$63.6M
|
-$3.29M
|
-8,049
|
-5%
|
|
|
219
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$62.8M
|
+$65.4K
|
+160
|
+0.1%
|
|
|
220
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$62.8M
|
+$3.71M
|
+9,067
|
+6%
|
|
|
221
|
Caprock Group
Boise,
Idaho
|
$62.6M
|
+$448K
|
+1,096
|
+0.7%
|
|
|
222
|
|
$62.2M
|
+$3.19M
|
+7,804
|
+5%
|
|
|
223
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$62.2M
|
-$1.61M
|
-3,934
|
-2%
|
|
|
224
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$61.8M
|
+$39.9M
|
+97,700
|
+164%
|
|
|
225
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$61.4M
|
+$99K
|
+242
|
+0.2%
|
|
