|
76
|
Rockefeller Capital Management
New York
|
$14M
|
+$221K
|
+5,965
|
+2%
|
|
|
77
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$13.9M
|
-$342K
|
-9,257
|
-2%
|
|
|
78
|
First Command Advisory Services
Fort Worth,
Texas
|
$13.8M
|
+$568K
|
+15,347
|
+4%
|
|
|
79
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.8M
|
+$1.71M
|
+46,213
|
+15%
|
|
|
80
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.8M
|
+$533K
|
+14,400
|
+4%
|
|
|
81
|
|
$13.7M
|
-$763K
|
-20,637
|
-5%
|
|
|
82
|
Shearwater Capital
Denver,
Colorado
|
$13.5M
|
-$104K
|
-2,802
|
-0.8%
|
|
|
83
|
Squire Investment Management Company
Orem,
Utah
|
$13.5M
|
+$848K
|
+22,932
|
+7%
|
|
|
84
|
Kestra Advisory Services
Austin,
Texas
|
$13.4M
|
-$696K
|
-18,805
|
-5%
|
|
|
85
|
Rather & Kittrell
Knoxville,
Tennessee
|
$13.1M
|
+$188K
|
+5,089
|
+2%
|
|
|
86
|
Fortress Wealth Management
Culver City,
California
|
$12.9M
|
+$348K
|
+9,396
|
+3%
|
|
|
87
|
Claris Advisors
St. Louis,
Missouri
|
$12.8M
|
+$252K
|
+6,821
|
+2%
|
|
|
88
|
Farther Finance Advisors
San Francisco,
California
|
$12.3M
|
+$10.1M
|
+273,211
|
+537%
|
|
|
89
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$389K
|
-10,515
|
-3%
|
|
|
90
|
|
$12.1M
|
+$499K
|
+13,495
|
+4%
|
|
|
91
|
Ruedi Wealth Management
Champaign,
Illinois
|
$12.1M
|
+$330K
|
+8,915
|
+3%
|
|
|
92
|
Kraft Asset Management
Nashville,
Tennessee
|
$12M
|
-$60.5K
|
-1,635
|
-0.5%
|
|
|
93
|
Equitable Holdings
New York
|
$11.8M
|
+$301K
|
+8,145
|
+3%
|
|
|
94
|
EnRich Financial Partners
Madison,
Wisconsin
|
$11.8M
|
+$159K
|
+4,288
|
+1%
|
|
|
95
|
Apeiron RIA
Dallas,
Texas
|
$11.5M
|
+$470K
|
+12,718
|
+4%
|
|
|
96
|
Tillman Hartley LLC
Denver,
Colorado
|
$11.5M
|
+$2.24M
|
+60,644
|
+25%
|
|
|
97
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$11.5M
|
-$6.11M
|
-165,289
|
-35%
|
|
|
98
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
+$1.08M
|
+29,152
|
+11%
|
|
|
99
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.3M
|
+$575K
|
+15,534
|
+6%
|
|
|
100
|
Sterling Financial Planning
Sparta,
New Jersey
|
$11M
|
+$1.14M
|
+30,760
|
+12%
|
|
