|
76
|
Summit Wealth Partners
Orlando,
Florida
|
$10.4M
|
+$1.27M
|
+24,990
|
+14%
|
|
|
77
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$10.3M
|
+$441K
|
+8,687
|
+4%
|
|
|
78
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$9.63M
|
-$4.85M
|
-95,403
|
-33%
|
|
|
79
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$9.43M
|
-$346K
|
-6,799
|
-4%
|
|
|
80
|
1900 Wealth Management
San Antonio,
Texas
|
$9.41M
|
-$3.96M
|
-77,950
|
-30%
|
|
|
81
|
Stephens Inc
Little Rock,
Arkansas
|
$9.2M
|
-$797K
|
-15,682
|
-8%
|
|
|
82
|
Parkside Investments
Deerfield,
Illinois
|
$9.12M
|
-$715K
|
-14,065
|
-7%
|
|
|
83
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.07M
|
-$67.8K
|
-1,334
|
-0.7%
|
|
|
84
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.75M
|
+$455K
|
+8,962
|
+5%
|
|
|
85
|
James Investment Research
Alpha,
Ohio
|
$8.5M
|
-$218K
|
-4,282
|
-2%
|
|
|
86
|
Israel Discount Bank of New York
New York
|
$8.44M
|
-$317K
|
-6,242
|
-4%
|
|
|
87
|
Capital Insight Partners
Scottsdale,
Arizona
|
$8.18M
|
+$761K
|
+14,966
|
+10%
|
|
|
88
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$7.98M
|
-$476K
|
-9,359
|
-6%
|
|
|
89
|
Theory Financial
Fort Collins,
Colorado
|
$7.95M
|
-$64.5K
|
-1,270
|
-0.8%
|
|
|
90
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$7.34M
|
+$965K
|
+18,985
|
+15%
|
|
|
91
|
Roundview Capital
Princeton,
New Jersey
|
$7.3M
|
+$1.81M
|
+35,596
|
+33%
|
|
|
92
|
Rebalance
Palo Alto,
California
|
$7.06M
|
+$2.93M
|
+57,698
|
+70%
|
|
|
93
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$7.05M
|
-$431K
|
-8,472
|
-6%
|
|
|
94
|
Bartlett & Co
Cincinnati,
Ohio
|
$7.05M
|
-$431K
|
-8,472
|
-6%
|
|
|
95
|
Davenport & Co
Richmond,
Virginia
|
$7.04M
|
-$50.7K
|
-997
|
-0.7%
|
|
|
96
|
MML Investors Services
Springfield,
Massachusetts
|
$7.03M
|
+$973K
|
+19,147
|
+16%
|
|
|
97
|
Caldwell Trust
Venice,
Florida
|
$6.96M
|
-$421K
|
-8,292
|
-6%
|
|
|
98
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$6.71M
|
+$547K
|
+10,758
|
+9%
|
|
|
99
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$6.7M
|
+$5.3M
|
+104,225
|
+368%
|
|
|
100
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$6.65M
|
+$6.68M
|
+131,483
|
New
|
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