|
76
|
Choreo LLC
Rockford,
Illinois
|
$16.3M
|
-$866K
|
-35,208
|
-5%
|
|
|
77
|
Rinkey Investments
San Diego,
California
|
$15.9M
|
-$262K
|
-10,644
|
-2%
|
|
|
78
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15.9M
|
-$292K
|
-11,877
|
-2%
|
|
|
79
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.4M
|
+$12.4M
|
+503,800
|
+524%
|
|
|
80
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$15.4M
|
+$294K
|
+11,932
|
+2%
|
|
|
81
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.2M
|
+$506K
|
+20,590
|
+4%
|
|
|
82
|
Cetera Advisor Networks
El Segundo,
California
|
$14.9M
|
+$1.37M
|
+55,862
|
+11%
|
|
|
83
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$14.5M
|
+$11.3M
|
+458,600
|
+424%
|
|
|
84
|
Convergence Financial
Columbia,
Missouri
|
$14.4M
|
+$2.73M
|
+111,037
|
+25%
|
|
|
85
|
OneAscent Financial Services
Birmingham,
Alabama
|
$14.3M
|
+$13.7M
|
+557,306
|
New
|
|
|
86
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$14.1M
|
+$957K
|
+38,905
|
+8%
|
|
|
87
|
Beaumont Capital Management
Boston,
Massachusetts
|
$13.6M
|
-$96.3K
|
-3,915
|
-0.7%
|
|
|
88
|
Rockefeller Capital Management
New York
|
$13.5M
|
+$9.87M
|
+401,183
|
+320%
|
|
|
89
|
Tidemark
San Diego,
California
|
$13.3M
|
+$12.8M
|
+519,999
|
New
|
|
|
90
|
AIFG Consultants
Halfmoon,
New York
|
$13.2M
|
+$1.79M
|
+72,871
|
+16%
|
|
|
91
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$13M
|
+$6.97M
|
+283,477
|
+127%
|
|
|
92
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$13M
|
-$1.41M
|
-57,473
|
-10%
|
|
|
93
|
TrueWealth Advisors
Birmingham,
Alabama
|
$12.9M
|
+$520K
|
+21,159
|
+4%
|
|
|
94
|
Astoria Strategic Wealth
Conroe,
Texas
|
$12.8M
|
-$283K
|
-11,495
|
-2%
|
|
|
95
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$12.7M
|
+$11.5M
|
+467,183
|
+1,684%
|
|
|
96
|
Aveo Capital Partners
Englewood,
Colorado
|
$12.6M
|
+$6.66M
|
+270,732
|
+123%
|
|
|
97
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$12.3M
|
+$1.62M
|
+66,020
|
+16%
|
|
|
98
|
Aspire Private Capital
Cornelius,
North Carolina
|
$12M
|
+$6.62M
|
+269,052
|
+136%
|
|
|
99
|
United Capital Financial Advisors
Irving,
Texas
|
$11.7M
|
-$508K
|
-20,655
|
-4%
|
|
|
100
|
Horizon Investments
Charlotte,
North Carolina
|
$11.7M
|
+$498K
|
+20,263
|
+5%
|
|
