|
51
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$248K
|
+2,195
|
+2%
|
|
|
52
|
Falcon Wealth Planning
Ontario,
California
|
$14.3M
|
-$7.4M
|
-65,409
|
-35%
|
|
|
53
|
First Horizon Advisors
Memphis,
Tennessee
|
$14.2M
|
+$593K
|
+5,238
|
+5%
|
|
|
54
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$14.1M
|
+$717K
|
+6,333
|
+6%
|
|
|
55
|
Spinnaker Trust
Portland,
Maine
|
$14.1M
|
+$54.5K
|
+482
|
+0.4%
|
|
|
56
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$14M
|
+$659K
|
+5,822
|
+5%
|
|
|
57
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$13M
|
+$1.26M
|
+11,125
|
+11%
|
|
|
58
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.8M
|
+$700K
|
+6,188
|
+6%
|
|
|
59
|
MilWealth Group
Milwaukee,
Wisconsin
|
$12.5M
|
+$211K
|
+1,861
|
+2%
|
|
|
60
|
Aspiriant LLC
Los Angeles,
California
|
$12.4M
|
-$216K
|
-1,913
|
-2%
|
|
|
61
|
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
$12.2M
|
-$3.91M
|
-34,531
|
-25%
|
|
|
62
|
Alera Investment Advisors
Deerfield,
Illinois
|
$11.9M
|
-$1.46M
|
-12,877
|
-11%
|
|
|
63
|
Portland Global Advisors
Portland,
Maine
|
$11.8M
|
-$437K
|
-3,863
|
-4%
|
|
|
64
|
Partners in Financial Planning
Salem,
Virginia
|
$11.5M
|
-$320K
|
-2,827
|
-3%
|
|
|
65
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.5M
|
-$847K
|
-7,485
|
-7%
|
|
|
66
|
Cetera Advisor Networks
El Segundo,
California
|
$10.9M
|
-$37.3K
|
-330
|
-0.4%
|
|
|
67
|
Syntrinsic
Denver,
Colorado
|
$10.8M
|
+$329K
|
+2,909
|
+3%
|
|
|
68
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
-$2.49M
|
-21,959
|
-20%
|
|
|
69
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.4M
|
-$25.3M
|
-223,214
|
-71%
|
|
|
70
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$10.3M
|
-$1.03M
|
-9,060
|
-9%
|
|
|
71
|
SVB Wealth
Boston,
Massachusetts
|
$10.1M
|
-$573K
|
-5,060
|
-6%
|
|
|
72
|
Family CFO
Los Altos,
California
|
$9.88M
|
-$185K
|
-1,637
|
-2%
|
|
|
73
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.88M
|
-$209K
|
-1,846
|
-2%
|
|
|
74
|
Corient Private Wealth
Miami,
Florida
|
$9.71M
|
-$48.5K
|
-429
|
-0.5%
|
|
|
75
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$9.58M
|
-$1.21M
|
-10,682
|
-12%
|
|
