|
76
|
Brio Consultants
San Francisco,
California
|
$40.2M
|
+$621K
|
+14,988
|
+2%
|
|
|
77
|
Global Retirement Partners
San Rafael,
California
|
$39.9M
|
+$2.53M
|
+60,976
|
+7%
|
|
|
78
|
KWB Wealth
Redlands,
California
|
$38.8M
|
-$3.98M
|
-96,023
|
-9%
|
|
|
79
|
Reston Wealth Management
Reston,
Virginia
|
$38.7M
|
-$110K
|
-2,657
|
-0.3%
|
|
|
80
|
Waller Financial Planning Group
Columbus,
Ohio
|
$38.2M
|
-$610K
|
-14,709
|
-2%
|
|
|
81
|
Ballentine Partners
Waltham,
Massachusetts
|
$38M
|
+$59.1K
|
+1,426
|
+0.2%
|
|
|
82
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$36.6M
|
+$5.02M
|
+121,174
|
+17%
|
|
|
83
|
Charles Schwab
San Francisco,
California
|
$35.2M
|
-$1.75M
|
-42,152
|
-5%
|
|
|
84
|
MAI Capital Management
Independence,
Ohio
|
$34.8M
|
+$304K
|
+7,333
|
+0.9%
|
|
|
85
|
Diversify Wealth Management
Sandy,
Utah
|
$34.6M
|
+$2.25M
|
+54,274
|
+7%
|
|
|
86
|
IFP Advisors
Tampa,
Florida
|
$34.5M
|
+$960K
|
+23,173
|
+3%
|
|
|
87
|
Goodman Financial
Houston,
Texas
|
$34.5M
|
-$675K
|
-16,298
|
-2%
|
|
|
88
|
Meeder Advisory Services
Dublin,
Ohio
|
$34.3M
|
-$810K
|
-19,554
|
-2%
|
|
|
89
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$34M
|
+$1.93M
|
+46,522
|
+6%
|
|
|
90
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$33.9M
|
+$880K
|
+21,236
|
+3%
|
|
|
91
|
ProVise Management Group
Clearwater,
Florida
|
$33.5M
|
+$573K
|
+13,829
|
+2%
|
|
|
92
|
Knightsbridge Asset Management
Newport Beach,
California
|
$32.6M
|
+$6.34M
|
+153,095
|
+25%
|
|
|
93
|
Summit Global Investments
Bountiful,
Utah
|
$31.7M
|
+$4.39M
|
+106,031
|
+17%
|
|
|
94
|
Rinkey Investments
San Diego,
California
|
$31M
|
-$574K
|
-13,843
|
-2%
|
|
|
95
|
Geneos Wealth Management
Englewood,
Colorado
|
$31M
|
-$9.7K
|
-234
|
-0%
|
|
|
96
|
Strategic Financial Concepts
San Antonio,
Texas
|
$30.9M
|
+$589K
|
+14,214
|
+2%
|
|
|
97
|
Compton Financial Group
Towson,
Maryland
|
$30.9M
|
+$799K
|
+19,278
|
+3%
|
|
|
98
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$30.2M
|
+$670K
|
+16,173
|
+2%
|
|
|
99
|
Concord Wealth Partners
Abingdon,
Virginia
|
$29.9M
|
+$639K
|
+15,412
|
+2%
|
|
|
100
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$29.8M
|
+$542K
|
+13,076
|
+2%
|
|
