|
101
|
Pinnacle Associates
New York
|
$12.1M
|
-$239K
|
-6,381
|
-2%
|
|
|
102
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$12.1M
|
-$239K
|
-6,381
|
-2%
|
|
|
103
|
RCS Financial Planning
Annapolis,
Maryland
|
$11.7M
|
+$210K
|
+5,609
|
+2%
|
|
|
104
|
|
$11.6M
|
–
|
–
|
–
|
|
|
105
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$11.5M
|
+$78.2K
|
+2,092
|
+0.7%
|
|
|
106
|
Aspen Capital Management
Boise,
Idaho
|
$11.5M
|
+$576K
|
+15,405
|
+5%
|
|
|
107
|
Waterford Advisors
Orchard Park,
New York
|
$11.4M
|
+$138K
|
+3,689
|
+1%
|
|
|
108
|
Tortoise Investment Management
White Plains,
New York
|
$11.3M
|
+$89.3K
|
+2,390
|
+0.8%
|
|
|
109
|
Sterling Financial Planning
Sparta,
New Jersey
|
$11.3M
|
+$79.4K
|
+2,124
|
+0.7%
|
|
|
110
|
SeedSafe Financial
Austin,
Texas
|
$11.3M
|
+$370K
|
+9,909
|
+4%
|
|
|
111
|
Root Financial Partners
Encinitas,
California
|
$11.2M
|
-$8.73M
|
-233,501
|
-45%
|
|
|
112
|
Truist Financial
Charlotte,
North Carolina
|
$11.1M
|
+$7.91M
|
+211,550
|
+280%
|
|
|
113
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11M
|
-$259K
|
-6,925
|
-2%
|
|
|
114
|
CSP Financial Group
Scottsdale,
Arizona
|
$11M
|
+$642K
|
+17,167
|
+6%
|
|
|
115
|
Sentinel Wealth Management
Reston,
Virginia
|
$10.7M
|
+$224K
|
+5,993
|
+2%
|
|
|
116
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$10.5M
|
+$1.88M
|
+50,298
|
+23%
|
|
|
117
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.5M
|
-$677K
|
-18,112
|
-6%
|
|
|
118
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.3M
|
+$2.35M
|
+62,994
|
+31%
|
|
|
119
|
Navigate Wealth Management
Birmingham,
Alabama
|
$10.2M
|
+$856K
|
+22,908
|
+10%
|
|
|
120
|
TCI Wealth Advisors
Tucson,
Arizona
|
$9.93M
|
-$236K
|
-6,311
|
-2%
|
|
|
121
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.85M
|
+$479K
|
+12,803
|
+5%
|
|
|
122
|
McLean Asset Management
Tysons,
Virginia
|
$9.59M
|
+$195K
|
+5,213
|
+2%
|
|
|
123
|
Vise Technologies
New York
|
$9.4M
|
-$7.88M
|
-210,924
|
-47%
|
|
|
124
|
Advisory Alpha
Holland,
Michigan
|
$9.24M
|
+$544K
|
+14,551
|
+7%
|
|
|
125
|
Ancora Advisors
Cleveland,
Ohio
|
$9.12M
|
+$712K
|
+19,044
|
+9%
|
|
