|
76
|
Allen Capital Group
Grand Island,
Nebraska
|
$12.2M
|
+$372K
|
+10,575
|
+3%
|
|
|
77
|
Knightsbridge Asset Management
Newport Beach,
California
|
$12.1M
|
–
|
–
|
–
|
|
|
78
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$11.8M
|
+$110K
|
+3,122
|
+1%
|
|
|
79
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
-$5.73M
|
-162,760
|
-33%
|
|
|
80
|
Isthmus Partners
Madison,
Wisconsin
|
$11.5M
|
+$26.3K
|
+747
|
+0.2%
|
|
|
81
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$11.4M
|
+$789K
|
+22,436
|
+8%
|
|
|
82
|
Sterneck Capital Management
Kansas City,
Missouri
|
$11.3M
|
+$39.8K
|
+1,132
|
+0.4%
|
|
|
83
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$11M
|
+$1.11M
|
+31,658
|
+12%
|
|
|
84
|
Astor Investment Management
Chicago,
Illinois
|
$10.6M
|
-$405K
|
-11,514
|
-4%
|
|
|
85
|
Equitable Holdings
New York
|
$10.4M
|
-$856K
|
-24,335
|
-8%
|
|
|
86
|
Facet Wealth Inc
Baltimore,
Maryland
|
$9.87M
|
-$111K
|
-3,157
|
-1%
|
|
|
87
|
Aspire Private Capital
Cornelius,
North Carolina
|
$9.83M
|
-$169K
|
-4,815
|
-2%
|
|
|
88
|
Charles Schwab
San Francisco,
California
|
$9.73M
|
-$6.49M
|
-184,322
|
-41%
|
|
|
89
|
Tortoise Investment Management
White Plains,
New York
|
$9.54M
|
+$1.54M
|
+43,811
|
+20%
|
|
|
90
|
Impact Partnership Wealth
Marietta,
Georgia
|
$9.48M
|
-$393K
|
-11,158
|
-4%
|
|
|
91
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$9.48M
|
-$320K
|
-9,102
|
-3%
|
|
|
92
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$9.3M
|
+$1.16M
|
+32,961
|
+15%
|
|
|
93
|
|
$9.23M
|
+$520K
|
+14,776
|
+6%
|
|
|
94
|
OneAscent Financial Services
Birmingham,
Alabama
|
$9.17M
|
+$1.7M
|
+48,192
|
+23%
|
|
|
95
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.98M
|
-$345K
|
-9,807
|
-4%
|
|
|
96
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$8.92M
|
–
|
–
|
–
|
|
|
97
|
Rinkey Investments
San Diego,
California
|
$8.63M
|
+$1.16M
|
+33,063
|
+16%
|
|
|
98
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$8.28M
|
+$1.56M
|
+44,442
|
+24%
|
|
|
99
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.22M
|
+$278K
|
+7,902
|
+4%
|
|
|
100
|
Opes Wealth Management
Menlo Park,
California
|
$8.02M
|
-$747K
|
-21,231
|
-9%
|
|
