|
51
|
Aspiriant LLC
Los Angeles,
California
|
$11.3M
|
-$2.75M
|
-25,289
|
-20%
|
|
|
52
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$395K
|
-3,633
|
-3%
|
|
|
53
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$10.9M
|
+$179K
|
+1,647
|
+2%
|
|
|
54
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.7M
|
-$385K
|
-3,540
|
-4%
|
|
|
55
|
MilWealth Group
Milwaukee,
Wisconsin
|
$10.6M
|
+$20.5K
|
+189
|
+0.2%
|
|
|
56
|
Portland Global Advisors
Portland,
Maine
|
$10.6M
|
+$581K
|
+5,345
|
+6%
|
|
|
57
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.6M
|
-$2.09M
|
-19,262
|
-17%
|
|
|
58
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$10.5M
|
+$3.4M
|
+31,303
|
+48%
|
|
|
59
|
Partners in Financial Planning
Salem,
Virginia
|
$10.3M
|
+$13.6K
|
+125
|
+0.1%
|
|
|
60
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$10.1M
|
+$1.39M
|
+12,831
|
+16%
|
|
|
61
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.99M
|
-$23.5K
|
-216
|
-0.2%
|
|
|
62
|
JGP Wealth Management
Bend,
Oregon
|
$9.73M
|
-$554K
|
-5,098
|
-5%
|
|
|
63
|
Redwood Investment Management
Scottsdale,
Arizona
|
$9.46M
|
+$1.08M
|
+9,930
|
+13%
|
|
|
64
|
|
$9.39M
|
+$670K
|
+6,166
|
+8%
|
|
|
65
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$9.33M
|
-$334K
|
-3,076
|
-3%
|
|
|
66
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$8.97M
|
+$588K
|
+5,417
|
+7%
|
|
|
67
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.88M
|
+$5.58M
|
+51,370
|
+172%
|
|
|
68
|
Family CFO
Los Altos,
California
|
$8.71M
|
+$196K
|
+1,803
|
+2%
|
|
|
69
|
IFG Advisors
St. Louis,
Missouri
|
$8.53M
|
-$68.1K
|
-627
|
-0.8%
|
|
|
70
|
Paragon Advisors
College Station,
Texas
|
$8.48M
|
+$1.31M
|
+12,103
|
+18%
|
|
|
71
|
United Capital Financial Advisors
Irving,
Texas
|
$8.3M
|
-$2.8M
|
-25,758
|
-25%
|
|
|
72
|
|
$7.56M
|
+$712K
|
+6,556
|
+10%
|
|
|
73
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.51M
|
+$75.9K
|
+699
|
+1%
|
|
|
74
|
Davenport & Co
Richmond,
Virginia
|
$7.42M
|
+$672K
|
+6,189
|
+10%
|
|
|
75
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$7M
|
+$123K
|
+1,133
|
+2%
|
|
