|
76
|
|
$13.2M
|
+$13.2M
|
+261,386
|
New
|
|
|
77
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$13.2M
|
+$13.2M
|
+261,070
|
New
|
|
|
78
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$13.1M
|
+$13.1M
|
+259,157
|
New
|
|
|
79
|
Tortoise Investment Management
White Plains,
New York
|
$13M
|
+$3.48M
|
+68,860
|
+37%
|
|
|
80
|
Stifel Financial
St. Louis,
Missouri
|
$12.5M
|
-$552K
|
-10,932
|
-4%
|
|
|
81
|
MML Investors Services
Springfield,
Massachusetts
|
$12.4M
|
-$2.55M
|
-50,550
|
-17%
|
|
|
82
|
Cetera Advisor Networks
El Segundo,
California
|
$12.3M
|
+$1.38M
|
+27,406
|
+13%
|
|
|
83
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$12.2M
|
+$933K
|
+18,478
|
+8%
|
|
|
84
|
Peterson Wealth Advisors
Orem,
Utah
|
$12M
|
+$1.54M
|
+30,521
|
+15%
|
|
|
85
|
Novare Capital Management
Charlotte,
North Carolina
|
$12M
|
-$442K
|
-8,757
|
-4%
|
|
|
86
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$11.9M
|
+$11.2M
|
+221,302
|
+1,431%
|
|
|
87
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$11.9M
|
+$11.9M
|
+235,976
|
New
|
|
|
88
|
Sand Hill Global Advisors
Palo Alto,
California
|
$11.7M
|
-$1.24M
|
-24,614
|
-10%
|
|
|
89
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$11.5M
|
-$22.9K
|
-454
|
-0.2%
|
|
|
90
|
Evensky & Katz
Coral Gables,
Florida
|
$11.2M
|
-$4.78M
|
-94,640
|
-30%
|
|
|
91
|
Truist Financial
Charlotte,
North Carolina
|
$11.1M
|
+$11.1M
|
+220,019
|
New
|
|
|
92
|
Glassman Wealth Services
Vienna,
Virginia
|
$10.8M
|
–
|
–
|
–
|
|
|
93
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$10.8M
|
+$2.69M
|
+53,275
|
+33%
|
|
|
94
|
United Capital Financial Advisors
Irving,
Texas
|
$10.7M
|
+$6.89M
|
+136,410
|
+180%
|
|
|
95
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$10.6M
|
-$187K
|
-3,696
|
-2%
|
|
|
96
|
HighTower Advisors
Chicago,
Illinois
|
$10.5M
|
+$293K
|
+5,797
|
+3%
|
|
|
97
|
Smart Portfolios LLC
Seattle,
Washington
|
$10.5M
|
-$9.79K
|
-194
|
-0.1%
|
|
|
98
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$10.4M
|
+$2.36M
|
+46,812
|
+29%
|
|
|
99
|
TownSquare Capital
Provo,
Utah
|
$10.4M
|
+$1.57M
|
+31,006
|
+18%
|
|
|
100
|
Baker Avenue Asset Management
San Francisco,
California
|
$10.3M
|
+$10.3M
|
+205,000
|
New
|
|
