|
51
|
Ameriprise
Minneapolis,
Minnesota
|
$14.1M
|
+$2.25M
|
+22,423
|
+20%
|
|
|
52
|
Modera Wealth Management
Westwood,
New Jersey
|
$13.9M
|
-$488K
|
-4,853
|
-3%
|
|
|
53
|
Aspiriant LLC
Los Angeles,
California
|
$13.2M
|
-$25M
|
-248,787
|
-66%
|
|
|
54
|
Trilogy Capital
Irvine,
California
|
$12.5M
|
+$70.7K
|
+703
|
+0.6%
|
|
|
55
|
Old Mission Capital
Chicago,
Illinois
|
$12.1M
|
+$11.9M
|
+118,059
|
New
|
|
|
56
|
Spinnaker Trust
Portland,
Maine
|
$12.1M
|
-$80.4K
|
-800
|
-0.7%
|
|
|
57
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.9M
|
+$5.76M
|
+57,280
|
+98%
|
|
|
58
|
First Horizon Advisors
Memphis,
Tennessee
|
$11.3M
|
-$157K
|
-1,559
|
-1%
|
|
|
59
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$2.11M
|
-20,996
|
-17%
|
|
|
60
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
-$2.37M
|
-23,535
|
-19%
|
|
|
61
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.4M
|
+$452K
|
+4,500
|
+5%
|
|
|
62
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.3M
|
+$1.29M
|
+12,850
|
+16%
|
|
|
63
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$10.1M
|
+$1.07M
|
+10,666
|
+12%
|
|
|
64
|
MilWealth Group
Milwaukee,
Wisconsin
|
$9.98M
|
+$729K
|
+7,245
|
+8%
|
|
|
65
|
Partners in Financial Planning
Salem,
Virginia
|
$9.74M
|
+$52.7K
|
+524
|
+0.6%
|
|
|
66
|
JGP Wealth Management
Bend,
Oregon
|
$9.68M
|
+$9.46M
|
+94,125
|
New
|
|
|
67
|
Portland Global Advisors
Portland,
Maine
|
$9.44M
|
+$251K
|
+2,493
|
+3%
|
|
|
68
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.43M
|
-$325K
|
-3,237
|
-3%
|
|
|
69
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.26M
|
+$4.74M
|
+47,166
|
+64%
|
|
|
70
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$9.1M
|
-$784K
|
-7,798
|
-8%
|
|
|
71
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$8.43M
|
+$1.15M
|
+11,399
|
+17%
|
|
|
72
|
|
$8.21M
|
+$672K
|
+6,686
|
+9%
|
|
|
73
|
IFG Advisors
St. Louis,
Missouri
|
$8.09M
|
+$763K
|
+7,586
|
+11%
|
|
|
74
|
Family CFO
Los Altos,
California
|
$8.01M
|
+$1.36M
|
+13,547
|
+21%
|
|
|
75
|
Redwood Investment Management
Scottsdale,
Arizona
|
$7.88M
|
+$7.71M
|
+76,684
|
New
|
|
