|
51
|
Aspiriant LLC
Los Angeles,
California
|
$14.6M
|
+$246K
|
+1,570
|
+2%
|
|
|
52
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$13.8M
|
+$617K
|
+3,932
|
+5%
|
|
|
53
|
Family CFO
Los Altos,
California
|
$12.8M
|
+$7.53K
|
+48
|
+0.1%
|
|
|
54
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.7M
|
-$185K
|
-1,182
|
-1%
|
|
|
55
|
Causeway Capital Management
Los Angeles,
California
|
$12.5M
|
-$3.56M
|
-22,674
|
-22%
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.5M
|
+$5.02K
|
+32
|
+0%
|
|
|
57
|
Strategic Financial Planning
Plano,
Texas
|
$12M
|
+$12.3M
|
+78,172
|
New
|
|
|
58
|
Columbus Macro
New Castle,
Pennsylvania
|
$11.7M
|
-$243K
|
-1,551
|
-2%
|
|
|
59
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11.7M
|
-$20.2K
|
-129
|
-0.2%
|
|
|
60
|
25 LLC
St. Louis,
Missouri
|
$11.5M
|
-$66.5K
|
-424
|
-0.6%
|
|
|
61
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$11.4M
|
+$2.69M
|
+17,170
|
+30%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.2M
|
+$82K
|
+523
|
+0.7%
|
|
|
63
|
Corient Private Wealth
Miami,
Florida
|
$10.9M
|
-$32M
|
-203,916
|
-74%
|
|
|
64
|
IFG Advisors
St. Louis,
Missouri
|
$10.9M
|
+$1.73K
|
+11
|
+0%
|
|
|
65
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$10.8M
|
-$90.2K
|
-575
|
-0.8%
|
|
|
66
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$10.8M
|
+$321K
|
+2,047
|
+3%
|
|
|
67
|
Valmark Advisers
Akron,
Ohio
|
$10.6M
|
-$772K
|
-4,923
|
-7%
|
|
|
68
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$10.5M
|
+$741K
|
+4,725
|
+7%
|
|
|
69
|
Voya Financial Advisors
Windsor,
Connecticut
|
$10.5M
|
+$5.22M
|
+33,254
|
+96%
|
|
|
70
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$10.4M
|
-$131K
|
-834
|
-1%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$10.3M
|
+$2.64M
|
+16,846
|
+34%
|
|
|
72
|
Newton One Investments
Newark,
Delaware
|
$10.3M
|
-$79.1K
|
-504
|
-0.8%
|
|
|
73
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$10.3M
|
-$211K
|
-1,344
|
-2%
|
|
|
74
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$10.2M
|
+$539K
|
+3,437
|
+5%
|
|
|
75
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$10.1M
|
-$92.6K
|
-590
|
-0.9%
|
|
