|
76
|
Partners in Financial Planning
Salem,
Virginia
|
$19.7M
|
-$66.4K
|
-230
|
-0.3%
|
|
|
77
|
Atria Investments
Charlotte,
North Carolina
|
$19.2M
|
+$494K
|
+1,711
|
+3%
|
|
|
78
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$19.2M
|
+$143K
|
+494
|
+0.8%
|
|
|
79
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$18.1M
|
+$496K
|
+1,719
|
+3%
|
|
|
80
|
Asset Management Group
Stamford,
Connecticut
|
$17.8M
|
-$210K
|
-726
|
-1%
|
|
|
81
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.4M
|
-$1.14M
|
-3,957
|
-6%
|
|
|
82
|
|
$17.3M
|
+$1.68M
|
+5,831
|
+11%
|
|
|
83
|
Robinswood Financial
Kirkland,
Washington
|
$16.9M
|
+$289K
|
+1,002
|
+2%
|
|
|
84
|
Fidelity Investments
Boston,
Massachusetts
|
$16.8M
|
+$507K
|
+1,756
|
+3%
|
|
|
85
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$16.6M
|
+$150K
|
+519
|
+0.9%
|
|
|
86
|
Pasadena Private Wealth
Pasadena,
California
|
$16.3M
|
+$171K
|
+592
|
+1%
|
|
|
87
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$16.3M
|
-$80.8K
|
-280
|
-0.5%
|
|
|
88
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.2M
|
-$275K
|
-954
|
-2%
|
|
|
89
|
Ocean Park Asset Management
Santa Monica,
California
|
$15.9M
|
+$15.4M
|
+53,355
|
New
|
|
|
90
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$15.9M
|
-$397K
|
-1,375
|
-3%
|
|
|
91
|
RS Crum Inc
Newport Beach,
California
|
$15.7M
|
+$403K
|
+1,396
|
+3%
|
|
|
92
|
Quest Investment Management
Lake Oswego,
Oregon
|
$15.7M
|
–
|
–
|
–
|
|
|
93
|
Vawter Financial
Columbus,
Ohio
|
$15.6M
|
+$14.3M
|
+49,384
|
+1,561%
|
|
|
94
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.4M
|
-$730K
|
-2,529
|
-5%
|
|
|
95
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$15.3M
|
+$133K
|
+459
|
+0.9%
|
|
|
96
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$15.1M
|
-$88.3K
|
-306
|
-0.6%
|
|
|
97
|
Praetorian Wealth Management
Carmel,
California
|
$14.7M
|
+$258K
|
+894
|
+2%
|
|
|
98
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14M
|
+$503K
|
+1,744
|
+4%
|
|
|
99
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.9M
|
-$443K
|
-1,533
|
-3%
|
|
|
100
|
IFP Advisors
Tampa,
Florida
|
$13.7M
|
+$3.93M
|
+13,630
|
+42%
|
|
