|
76
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$33.9M
|
+$791K
|
+13,365
|
+2%
|
|
|
77
|
Albion Financial Group
Salt Lake City,
Utah
|
$33.3M
|
+$154K
|
+2,598
|
+0.5%
|
|
|
78
|
Alaethes Wealth
Glenbrook,
Nevada
|
$33.3M
|
+$1.87M
|
+31,647
|
+6%
|
|
|
79
|
Towneley Capital Management
Laguna Hills,
California
|
$33.2M
|
+$3.99M
|
+67,481
|
+14%
|
|
|
80
|
GLOBALT Investments
Atlanta,
Georgia
|
$33.1M
|
-$1.08M
|
-18,218
|
-3%
|
|
|
81
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$32.5M
|
-$543K
|
-9,175
|
-2%
|
|
|
82
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$30M
|
+$11.9M
|
+201,557
|
+67%
|
|
|
83
|
BSW Wealth Partners
Boulder,
Colorado
|
$29.9M
|
+$2.17M
|
+36,686
|
+8%
|
|
|
84
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29.7M
|
+$970K
|
+16,395
|
+3%
|
|
|
85
|
Roundview Capital
Princeton,
New Jersey
|
$29.1M
|
+$128K
|
+2,156
|
+0.4%
|
|
|
86
|
New York Life Investment Management
New York
|
$28.2M
|
-$5.02M
|
-84,762
|
-15%
|
|
|
87
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.2M
|
+$1.77M
|
+29,891
|
+7%
|
|
|
88
|
Emprise Bank
Wichita,
Kansas
|
$28.1M
|
+$733K
|
+12,377
|
+3%
|
|
|
89
|
Vident Advisory
Alpharetta,
Georgia
|
$28M
|
-$7.36M
|
-124,276
|
-21%
|
|
|
90
|
Mather Group
Chicago,
Illinois
|
$27.3M
|
-$3.5M
|
-59,095
|
-11%
|
|
|
91
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$27M
|
+$4.75M
|
+80,191
|
+22%
|
|
|
92
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$26.9M
|
–
|
–
|
–
|
|
|
93
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$26.7M
|
-$6.58M
|
-111,216
|
-20%
|
|
|
94
|
Mariner
Overland Park,
Kansas
|
$26M
|
+$118K
|
+1,997
|
+0.5%
|
|
|
95
|
Secure Asset Management
Troy,
Michigan
|
$25.9M
|
+$2.84M
|
+47,925
|
+12%
|
|
|
96
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$25.9M
|
+$1.49M
|
+25,193
|
+6%
|
|
|
97
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.8M
|
+$1.87M
|
+31,531
|
+8%
|
|
|
98
|
Gleason Group
Prospect,
Kentucky
|
$24.3M
|
+$24M
|
+405,898
|
New
|
|
|
99
|
OneAscent Financial Services
Birmingham,
Alabama
|
$24.2M
|
+$5.48M
|
+92,515
|
+30%
|
|
|
100
|
Creative Financial Designs
Kokomo,
Indiana
|
$23.7M
|
+$1.02M
|
+17,293
|
+5%
|
|
