|
126
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$49.2M
|
-$294K
|
-6,780
|
-0.6%
|
|
|
127
|
William Blair & Company
Chicago,
Illinois
|
$48.8M
|
-$98.9K
|
-2,280
|
-0.2%
|
|
|
128
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$48.5M
|
-$2.62M
|
-60,372
|
-6%
|
|
|
129
|
|
$48.3M
|
-$19.4M
|
-447,774
|
-30%
|
|
|
130
|
Steward Partners Investment Advisory
New York
|
$47.9M
|
+$2.37M
|
+54,654
|
+6%
|
|
|
131
|
Safeguard Financial
Minocqua,
Wisconsin
|
$47.1M
|
+$6.24M
|
+143,796
|
+17%
|
|
|
132
|
McIlrath & Eck
Arlington,
Washington
|
$46.6M
|
-$721K
|
-16,626
|
-2%
|
|
|
133
|
Permanens Capital
New York
|
$46.4M
|
+$3.19M
|
+73,512
|
+8%
|
|
|
134
|
Allworth Financial
Folsom,
California
|
$45.8M
|
+$3.5M
|
+80,694
|
+9%
|
|
|
135
|
Blue Edge Capital
Richmond,
Virginia
|
$45.6M
|
-$74.2K
|
-1,710
|
-0.2%
|
|
|
136
|
Cambridge Associates
Boston,
Massachusetts
|
$45.4M
|
–
|
–
|
–
|
|
|
137
|
TMD Wealth Management
Scottsdale,
Arizona
|
$45.3M
|
+$657K
|
+15,144
|
+2%
|
|
|
138
|
Sequoia Financial Advisors
Akron,
Ohio
|
$45.3M
|
+$40.1M
|
+925,596
|
+2,651%
|
|
|
139
|
HCR Wealth Advisors
Los Angeles,
California
|
$45.2M
|
-$169K
|
-3,888
|
-0.4%
|
|
|
140
|
|
$45.1M
|
-$824K
|
-18,990
|
-2%
|
|
|
141
|
Nadler Financial Group
Deerfield,
Illinois
|
$44.8M
|
+$4.01M
|
+92,520
|
+11%
|
|
|
142
|
Pasadena Private Wealth
Pasadena,
California
|
$43.9M
|
-$2.46M
|
-56,742
|
-6%
|
|
|
143
|
Total Wealth Planning
Cincinnati,
Ohio
|
$43M
|
-$2.59M
|
-59,832
|
-6%
|
|
|
144
|
Partners in Financial Planning
Salem,
Virginia
|
$42.6M
|
-$136K
|
-3,132
|
-0.3%
|
|
|
145
|
WealthOne
Albany,
New York
|
$41.6M
|
+$1.42M
|
+32,652
|
+4%
|
|
|
146
|
One Capital Management
Westlake Village,
California
|
$41M
|
+$30.9M
|
+711,534
|
+448%
|
|
|
147
|
Atria Investments
Charlotte,
North Carolina
|
$39.8M
|
-$11.6M
|
-266,712
|
-24%
|
|
|
148
|
Two Sigma Investments
New York
|
$39.5M
|
+$36.3M
|
+837,000
|
New
|
|
|
149
|
Grimes & Company
Westborough,
Massachusetts
|
$39M
|
-$222K
|
-5,118
|
-0.6%
|
|
|
150
|
TL Private Wealth
Southlake,
Texas
|
$38.9M
|
-$401K
|
-9,252
|
-1%
|
|
