|
76
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$21.4M
|
+$151K
|
+3,076
|
+0.7%
|
|
|
77
|
Affinity Wealth
Canton,
Ohio
|
$20.7M
|
+$20.7M
|
+422,599
|
New
|
|
|
78
|
Vise Technologies
New York
|
$20.4M
|
–
|
–
|
–
|
|
|
79
|
Howard Financial Services
Dallas,
Texas
|
$20.3M
|
+$1.15M
|
+23,515
|
+6%
|
|
|
80
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$20.2M
|
+$4.23M
|
+86,301
|
+26%
|
|
|
81
|
Latko Wealth Management
Frankfort,
Illinois
|
$20.1M
|
+$1.78M
|
+36,311
|
+10%
|
|
|
82
|
|
$19.8M
|
+$13.7M
|
+279,964
|
+254%
|
|
|
83
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.7M
|
+$5.39M
|
+110,009
|
+38%
|
|
|
84
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$19.5M
|
+$2.63M
|
+53,641
|
+16%
|
|
|
85
|
Verum Partners
Charlotte,
North Carolina
|
$19.5M
|
+$455K
|
+9,282
|
+2%
|
|
|
86
|
Studio Investment Management
Chicago,
Illinois
|
$19.1M
|
-$239K
|
-4,879
|
-1%
|
|
|
87
|
Central Trust Company
Jefferson City,
Missouri
|
$19.1M
|
+$5.56M
|
+113,597
|
+41%
|
|
|
88
|
|
$18.9M
|
+$89.9K
|
+1,835
|
+0.5%
|
|
|
89
|
Sound Portfolio Advisors
Mystic,
Connecticut
|
$18.8M
|
-$82K
|
-1,674
|
-0.4%
|
|
|
90
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$18.1M
|
-$791K
|
-16,145
|
-4%
|
|
|
91
|
Penserra Capital Management
Orinda,
California
|
$17.7M
|
+$17.7M
|
+362,054
|
New
|
|
|
92
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$16.9M
|
+$2.4M
|
+48,917
|
+16%
|
|
|
93
|
&Partners
Nashville,
Tennessee
|
$16.8M
|
+$5.61M
|
+114,612
|
+50%
|
|
|
94
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$16.7M
|
+$987K
|
+20,140
|
+6%
|
|
|
95
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$16.4M
|
-$1.43M
|
-29,257
|
-8%
|
|
|
96
|
JHP Wealth Management
Centennial,
Colorado
|
$15.9M
|
+$953K
|
+19,458
|
+6%
|
|
|
97
|
Quantinno Capital Management
New York
|
$15M
|
+$4.66M
|
+95,074
|
+45%
|
|
|
98
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$14.7M
|
+$3.25M
|
+66,393
|
+28%
|
|
|
99
|
MML Investors Services
Springfield,
Massachusetts
|
$14.5M
|
-$2.92M
|
-59,627
|
-17%
|
|
|
100
|
Cahill Financial Advisors
Edina,
Minnesota
|
$14.2M
|
+$320K
|
+6,541
|
+2%
|
|
