|
76
|
KWB Wealth
Redlands,
California
|
$23.9M
|
-$18.1M
|
-385,010
|
-43%
|
|
|
77
|
Meeder Advisory Services
Dublin,
Ohio
|
$23.7M
|
-$1.04M
|
-22,088
|
-4%
|
|
|
78
|
Impact Partnership Wealth
Marietta,
Georgia
|
$23M
|
+$1.66M
|
+35,337
|
+8%
|
|
|
79
|
Ballentine Partners
Waltham,
Massachusetts
|
$22.8M
|
+$63K
|
+1,338
|
+0.3%
|
|
|
80
|
Summit Global Investments
Bountiful,
Utah
|
$22.8M
|
+$6.99M
|
+148,516
|
+44%
|
|
|
81
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.7M
|
+$2.32M
|
+49,284
|
+13%
|
|
|
82
|
Knightsbridge Asset Management
Newport Beach,
California
|
$20.3M
|
-$6.26K
|
-133
|
-0%
|
|
|
83
|
Vicus Capital
State College,
Pennsylvania
|
$20.2M
|
+$5.65M
|
+120,009
|
+39%
|
|
|
84
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$20.1M
|
+$866K
|
+18,394
|
+4%
|
|
|
85
|
Chaney Capital Management
Lynnwood,
Washington
|
$20M
|
+$46.9K
|
+997
|
+0.2%
|
|
|
86
|
Rockefeller Capital Management
New York
|
$19.8M
|
+$1.23M
|
+26,071
|
+7%
|
|
|
87
|
Austin Private Wealth
Austin,
Texas
|
$19.6M
|
+$647K
|
+13,739
|
+3%
|
|
|
88
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$19.4M
|
-$908K
|
-19,291
|
-4%
|
|
|
89
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$19.2M
|
-$297K
|
-6,313
|
-2%
|
|
|
90
|
Allen Capital Group
Grand Island,
Nebraska
|
$19.2M
|
+$123K
|
+2,609
|
+0.6%
|
|
|
91
|
Perigon Wealth Management
San Francisco,
California
|
$19.2M
|
+$4.99M
|
+105,932
|
+35%
|
|
|
92
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$19.1M
|
+$4.79M
|
+101,817
|
+33%
|
|
|
93
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$17.9M
|
+$18M
|
+381,408
|
New
|
|
|
94
|
Compton Financial Group
Towson,
Maryland
|
$17.3M
|
+$78.3K
|
+1,664
|
+0.5%
|
|
|
95
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$17.1M
|
+$354K
|
+7,513
|
+2%
|
|
|
96
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$17.1M
|
+$3.24M
|
+68,883
|
+23%
|
|
|
97
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$17M
|
+$26.5K
|
+562
|
+0.2%
|
|
|
98
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$16.9M
|
+$64.4K
|
+1,367
|
+0.4%
|
|
|
99
|
Facet Wealth Inc
Baltimore,
Maryland
|
$16.8M
|
-$681K
|
-14,457
|
-4%
|
|
|
100
|
Fort Point Capital Partners
San Francisco,
California
|
$16.6M
|
+$4.61M
|
+97,855
|
+41%
|
|
