|
101
|
Geneos Wealth Management
Englewood,
Colorado
|
$35.2M
|
+$738K
|
+15,738
|
+2%
|
|
|
102
|
Knightsbridge Asset Management
Newport Beach,
California
|
$35.1M
|
+$267K
|
+5,681
|
+0.7%
|
|
|
103
|
Concord Wealth Partners
Abingdon,
Virginia
|
$34.8M
|
+$1.05M
|
+22,372
|
+3%
|
|
|
104
|
Meeder Advisory Services
Dublin,
Ohio
|
$34.3M
|
-$1.39M
|
-29,720
|
-4%
|
|
|
105
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$34.1M
|
+$1.07M
|
+22,840
|
+3%
|
|
|
106
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$33.5M
|
+$576K
|
+12,282
|
+2%
|
|
|
107
|
Auour Investments
Woburn,
Massachusetts
|
$33.5M
|
+$514K
|
+10,948
|
+2%
|
|
|
108
|
Charles Schwab
San Francisco,
California
|
$33.4M
|
-$1.9M
|
-40,460
|
-5%
|
|
|
109
|
Apella Capital
West Hartford,
Connecticut
|
$33M
|
+$821K
|
+17,491
|
+3%
|
|
|
110
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$32.9M
|
-$1.41M
|
-29,969
|
-4%
|
|
|
111
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$32.6M
|
+$18.8M
|
+399,621
|
+127%
|
|
|
112
|
SigFig Wealth Management
San Francisco,
California
|
$32.6M
|
+$2.28M
|
+48,570
|
+7%
|
|
|
113
|
OneAscent Financial Services
Birmingham,
Alabama
|
$32.3M
|
+$33.2M
|
+708,441
|
New
|
|
|
114
|
US Bancorp
Minneapolis,
Minnesota
|
$32.3M
|
+$3.74M
|
+79,744
|
+13%
|
|
|
115
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$30.7M
|
-$408K
|
-8,696
|
-1%
|
|
|
116
|
ERn Financial LLC
Middleton,
Wisconsin
|
$29.9M
|
-$1.33M
|
-28,365
|
-4%
|
|
|
117
|
Rinkey Investments
San Diego,
California
|
$29.8M
|
-$2M
|
-42,531
|
-6%
|
|
|
118
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$29.7M
|
-$284K
|
-6,058
|
-0.9%
|
|
|
119
|
Bank of New York Mellon
New York
|
$29.7M
|
+$970K
|
+20,671
|
+3%
|
|
|
120
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$29.6M
|
+$2.3M
|
+48,971
|
+8%
|
|
|
121
|
Procyon Advisors
Shelton,
Connecticut
|
$29.4M
|
+$5.38M
|
+114,700
|
+22%
|
|
|
122
|
Compton Financial Group
Towson,
Maryland
|
$29.2M
|
-$5.4M
|
-115,163
|
-15%
|
|
|
123
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$29M
|
+$1.21M
|
+25,866
|
+4%
|
|
|
124
|
Fiduciary Alliance
Greenville,
South Carolina
|
$29M
|
+$1.98M
|
+42,280
|
+8%
|
|
|
125
|
Second Line Capital
Metairie,
Louisiana
|
$28.6M
|
-$373K
|
-7,945
|
-1%
|
|
