|
76
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.2M
|
+$1.13M
|
+12,398
|
+8%
|
|
|
77
|
Steward Partners Investment Advisory
New York
|
$14.2M
|
+$23.6K
|
+259
|
+0.2%
|
|
|
78
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.9M
|
-$637K
|
-7,001
|
-4%
|
|
|
79
|
Glovista Investments
Jersey City,
New Jersey
|
$13.9M
|
+$14.5M
|
+159,232
|
New
|
|
|
80
|
|
$13.1M
|
-$330K
|
-3,628
|
-2%
|
|
|
81
|
Equitable Holdings
New York
|
$13M
|
+$3.52M
|
+38,720
|
+35%
|
|
|
82
|
AdvicePeriod
Los Angeles,
California
|
$12.8M
|
+$4.19M
|
+46,008
|
+46%
|
|
|
83
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$12.8M
|
-$127K
|
-1,400
|
-0.9%
|
|
|
84
|
Trilogy Capital
Irvine,
California
|
$12.7M
|
+$4.82M
|
+52,976
|
+61%
|
|
|
85
|
NEPC LLC
Boston,
Massachusetts
|
$12.7M
|
–
|
–
|
–
|
|
|
86
|
TD Private Client Wealth
New York
|
$12.1M
|
-$5.78M
|
-63,500
|
-31%
|
|
|
87
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$12.1M
|
+$476K
|
+5,232
|
+4%
|
|
|
88
|
M Holdings Securities
Portland,
Oregon
|
$11.9M
|
+$10.4M
|
+113,973
|
+501%
|
|
|
89
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.8M
|
-$802K
|
-8,817
|
-6%
|
|
|
90
|
|
$11.7M
|
+$122K
|
+1,343
|
+1%
|
|
|
91
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$11.6M
|
+$97.3K
|
+1,070
|
+0.8%
|
|
|
92
|
Sigma Investment Counselors
Northville,
Michigan
|
$11.5M
|
+$868K
|
+9,540
|
+8%
|
|
|
93
|
Rockefeller Capital Management
New York
|
$11.4M
|
-$736K
|
-8,096
|
-6%
|
|
|
94
|
|
$11.3M
|
+$720K
|
+7,915
|
+6%
|
|
|
95
|
Davenport & Co
Richmond,
Virginia
|
$11.2M
|
+$2.1M
|
+23,062
|
+22%
|
|
|
96
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$10.7M
|
+$3.76M
|
+41,315
|
+51%
|
|
|
97
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.7M
|
+$287K
|
+3,157
|
+3%
|
|
|
98
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$10.3M
|
-$359K
|
-3,948
|
-3%
|
|
|
99
|
Fagan Associates
Troy,
New York
|
$10.3M
|
+$442K
|
+4,860
|
+4%
|
|
|
100
|
|
$10.2M
|
+$164K
|
+1,800
|
+2%
|
|
