|
101
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$19.4M
|
+$956K
|
+12,400
|
+5%
|
|
|
102
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.1M
|
+$895K
|
+11,604
|
+5%
|
|
|
103
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19.1M
|
+$895K
|
+11,604
|
+5%
|
|
|
104
|
Stephens Inc
Little Rock,
Arkansas
|
$18.8M
|
+$999K
|
+12,960
|
+6%
|
|
|
105
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$18.2M
|
+$330K
|
+4,276
|
+2%
|
|
|
106
|
Bank of Stockton
Stockton,
California
|
$18M
|
-$4.92M
|
-63,825
|
-22%
|
|
|
107
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$17.9M
|
-$2.61M
|
-33,813
|
-13%
|
|
|
108
|
Avantax Advisory Services
Dallas,
Texas
|
$17.9M
|
-$1.3M
|
-16,825
|
-7%
|
|
|
109
|
Silver Coast Investments
San Diego,
United States
|
$17.2M
|
+$816K
|
+10,590
|
+5%
|
|
|
110
|
Brewster Financial Planning
Brooklyn,
New York
|
$17.2M
|
+$719K
|
+9,327
|
+4%
|
|
|
111
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17.1M
|
+$1.84M
|
+23,863
|
+12%
|
|
|
112
|
American Money Management
Rancho Santa Fe,
California
|
$16.7M
|
+$1.08M
|
+14,015
|
+7%
|
|
|
113
|
Natixis Advisors
Boston,
Massachusetts
|
$16.7M
|
-$1.23M
|
-15,996
|
-7%
|
|
|
114
|
Capital Insight Partners
Scottsdale,
Arizona
|
$16.3M
|
-$3.32M
|
-43,074
|
-17%
|
|
|
115
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$16.1M
|
+$1.58M
|
+20,441
|
+11%
|
|
|
116
|
Human Investing
Lake Oswego,
Oregon
|
$15.9M
|
+$537K
|
+6,959
|
+4%
|
|
|
117
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$15.8M
|
+$15.6M
|
+202,209
|
New
|
|
|
118
|
Lodestar Private Asset Management
Alamo,
California
|
$15.8M
|
+$1.13M
|
+14,645
|
+8%
|
|
|
119
|
|
$15.7M
|
+$1.13M
|
+14,705
|
+8%
|
|
|
120
|
Montecito Bank & Trust
Santa Barbara,
California
|
$15.6M
|
+$15.4M
|
+199,404
|
New
|
|
|
121
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$15.2M
|
+$4.52M
|
+58,597
|
+43%
|
|
|
122
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$14.9M
|
+$994K
|
+12,890
|
+7%
|
|
|
123
|
Burney Company
Reston,
Virginia
|
$14.8M
|
-$13.5M
|
-175,695
|
-48%
|
|
|
124
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.8M
|
-$775K
|
-10,050
|
-5%
|
|
|
125
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$14.6M
|
+$1.85K
|
+24
|
+0%
|
|
