|
101
|
Asset Dedication LLC
San Francisco,
California
|
$14.3M
|
+$2.46M
|
+211,488
|
+22%
|
|
|
102
|
NFP Retirement Inc
Aliso Viejo,
California
|
$14M
|
-$895K
|
-76,836
|
-6%
|
|
|
103
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.7M
|
-$1M
|
-85,920
|
-7%
|
|
|
104
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
+$4.87M
|
+418,308
|
+62%
|
|
|
105
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.3M
|
-$378K
|
-32,418
|
-3%
|
|
|
106
|
Lenox Wealth Advisors
New York
|
$13.1M
|
+$381K
|
+32,682
|
+3%
|
|
|
107
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$12.8M
|
+$12.1M
|
+1,035,258
|
New
|
|
|
108
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.7M
|
+$4.96M
|
+425,400
|
+70%
|
|
|
109
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.7M
|
-$1.61M
|
-138,144
|
-12%
|
|
|
110
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$12.5M
|
+$393K
|
+33,684
|
+4%
|
|
|
111
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$12.5M
|
-$152K
|
-13,074
|
-1%
|
|
|
112
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$12.5M
|
+$714K
|
+61,290
|
+6%
|
|
|
113
|
R.W. Roge & Company
Bohemia,
New York
|
$12.2M
|
-$359K
|
-30,834
|
-3%
|
|
|
114
|
North Star Asset Management
Neenah,
Wisconsin
|
$12.1M
|
+$699K
|
+59,952
|
+6%
|
|
|
115
|
Allen Capital Group
Grand Island,
Nebraska
|
$12.1M
|
-$1.01M
|
-87,066
|
-8%
|
|
|
116
|
Appleton Group
Appleton,
Wisconsin
|
$11.8M
|
+$5.8M
|
+497,754
|
+110%
|
|
|
117
|
Domani Wealth
Lancaster,
Pennsylvania
|
$11.5M
|
+$21.7K
|
+1,860
|
+0.2%
|
|
|
118
|
Black Diamond Financial
Towson,
Maryland
|
$11.4M
|
-$815K
|
-69,924
|
-7%
|
|
|
119
|
Trinity Legacy Partners
Houston,
Texas
|
$11.3M
|
+$2.6M
|
+223,062
|
+33%
|
|
|
120
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.3M
|
-$1.79M
|
-153,186
|
-14%
|
|
|
121
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.1M
|
-$406K
|
-34,848
|
-4%
|
|
|
122
|
55I LLC
Boston,
Massachusetts
|
$10.9M
|
+$7.96M
|
+682,608
|
+343%
|
|
|
123
|
Red Door Wealth Management
Memphis,
Tennessee
|
$10.9M
|
-$498K
|
-42,750
|
-5%
|
|
|
124
|
Ballast Advisors
Woodbury,
Minnesota
|
$10.8M
|
+$2.25M
|
+193,116
|
+28%
|
|
|
125
|
Capital One Financial
Mclean,
Virginia
|
$10.7M
|
-$1.2M
|
-102,750
|
-11%
|
|
