|
76
|
Wealthspire Advisors (New York)
New York
|
$13.1M
|
+$3.66M
|
+141,458
|
+39%
|
|
|
77
|
Walker Financial Services
Bowling Green,
Kentucky
|
$12.6M
|
+$664K
|
+25,678
|
+6%
|
|
|
78
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$12.3M
|
+$495K
|
+19,144
|
+4%
|
|
|
79
|
Pacific Capital Wealth Advisors
Corona,
California
|
$12.2M
|
+$747K
|
+28,906
|
+7%
|
|
|
80
|
Marotta Asset Management
Charlottesville,
Virginia
|
$12M
|
-$151K
|
-5,842
|
-1%
|
|
|
81
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11.8M
|
-$408K
|
-15,778
|
-3%
|
|
|
82
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$11.8M
|
-$123K
|
-4,748
|
-1%
|
|
|
83
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$11.2M
|
-$19.8M
|
-765,802
|
-64%
|
|
|
84
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.1M
|
+$9.11M
|
+352,214
|
+461%
|
|
|
85
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11M
|
+$592K
|
+22,904
|
+6%
|
|
|
86
|
West Family Investments
Carlsbad,
California
|
$10.8M
|
+$1.44M
|
+55,650
|
+16%
|
|
|
87
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$10.2M
|
+$10.1M
|
+392,064
|
New
|
|
|
88
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$10.1M
|
+$481K
|
+18,602
|
+5%
|
|
|
89
|
Truist Financial
Charlotte,
North Carolina
|
$10M
|
-$180K
|
-6,980
|
-2%
|
|
|
90
|
Annapolis Financial Services
Annapolis,
Maryland
|
$9.84M
|
+$636K
|
+24,586
|
+7%
|
|
|
91
|
Mercer Global Advisors
Denver,
Colorado
|
$9.74M
|
-$920K
|
-35,588
|
-9%
|
|
|
92
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.5M
|
-$98.5K
|
-3,810
|
-1%
|
|
|
93
|
HighTower Advisors
Chicago,
Illinois
|
$9.22M
|
-$115K
|
-4,432
|
-1%
|
|
|
94
|
Wealthcare Capital Management
Richmond,
Virginia
|
$9.19M
|
+$176K
|
+6,790
|
+2%
|
|
|
95
|
ALM First Financial Advisors
Dallas,
Texas
|
$8.84M
|
–
|
–
|
–
|
|
|
96
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.7M
|
+$200K
|
+7,730
|
+2%
|
|
|
97
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.63M
|
+$562K
|
+21,748
|
+7%
|
|
|
98
|
Principal Financial Group
Des Moines,
Iowa
|
$8.49M
|
-$7.39M
|
-285,784
|
-47%
|
|
|
99
|
Allen Capital Group
Grand Island,
Nebraska
|
$8.46M
|
+$242K
|
+9,354
|
+3%
|
|
|
100
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8.28M
|
–
|
–
|
–
|
|
