|
101
|
Atria Investments
Charlotte,
North Carolina
|
$12.6M
|
+$5.74M
|
+75,371
|
+81%
|
|
|
102
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12.5M
|
+$810K
|
+10,639
|
+7%
|
|
|
103
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.4M
|
-$330K
|
-4,328
|
-3%
|
|
|
104
|
Fischer Investment Strategies
Westlake Village,
California
|
$12.4M
|
+$12.5M
|
+164,322
|
New
|
|
|
105
|
Stephens Inc
Little Rock,
Arkansas
|
$12.4M
|
+$692K
|
+9,083
|
+6%
|
|
|
106
|
Darrow Company
Needham,
Massachusetts
|
$12.1M
|
+$2.23M
|
+29,230
|
+22%
|
|
|
107
|
Planned Solutions
Folsom,
California
|
$11.9M
|
+$333K
|
+4,369
|
+3%
|
|
|
108
|
Signify Wealth
Saint Louis,
Missouri
|
$11.4M
|
-$1.9M
|
-25,001
|
-14%
|
|
|
109
|
Asset Management Group
Stamford,
Connecticut
|
$11.4M
|
+$39.4K
|
+517
|
+0.3%
|
|
|
110
|
Rockefeller Capital Management
New York
|
$11.3M
|
+$5.97M
|
+78,387
|
+106%
|
|
|
111
|
Meeder Advisory Services
Dublin,
Ohio
|
$11.3M
|
+$616K
|
+8,082
|
+6%
|
|
|
112
|
Echo Wealth Management
Plymouth,
Minnesota
|
$11M
|
-$429K
|
-5,635
|
-4%
|
|
|
113
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11M
|
+$1.25M
|
+16,430
|
+13%
|
|
|
114
|
Wiser Wealth Management
Marietta,
Georgia
|
$10.8M
|
+$209K
|
+2,739
|
+2%
|
|
|
115
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.6M
|
+$7.36M
|
+96,590
|
+219%
|
|
|
116
|
Roundview Capital
Princeton,
New Jersey
|
$10.5M
|
+$919K
|
+12,065
|
+9%
|
|
|
117
|
Neumann Capital Management
Foster City,
California
|
$10.5M
|
+$1.46M
|
+19,190
|
+16%
|
|
|
118
|
AE Wealth Management
Topeka,
Kansas
|
$10.1M
|
-$1.76M
|
-23,147
|
-15%
|
|
|
119
|
FC Advisory
West Chester,
Pennsylvania
|
$10.1M
|
+$459K
|
+6,028
|
+5%
|
|
|
120
|
HT Partners
Centerbrook,
Connecticut
|
$10M
|
-$12.3K
|
-161
|
-0.1%
|
|
|
121
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$9.87M
|
+$9.99M
|
+131,215
|
New
|
|
|
122
|
Lodestar Private Asset Management
Alamo,
California
|
$9.86M
|
+$2.38M
|
+31,218
|
+31%
|
|
|
123
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.81M
|
-$581K
|
-7,632
|
-6%
|
|
|
124
|
Carlsbad Wealth Advisory Group
Carlsbad,
California
|
$9.41M
|
+$9.52M
|
+125,031
|
New
|
|
|
125
|
|
$9.22M
|
+$206K
|
+2,700
|
+2%
|
|
