1001
LPWM LLC
Minneapolis,
Minnesota
$451M
+$54.4M
+14%
11.9%
54.3%
101
9.9%
1002
Kelly Financial Group
Wethersfield,
Connecticut
$450M
+$52.4M
+13%
9.91%
–
111
13.51%
1003
Diligent Investors
Redlands,
California
$449M
+$45.3M
+11%
16.3%
71.9%
370
10%
1004
Hartford Financial Management
Hartford,
Connecticut
$448M
+$55.8M
+14%
18.5%
79.6%
360
7.5%
1005
Warren Street Wealth Advisors
Newport Beach,
California
$448M
+$55.2M
+14%
13.3%
75.7%
165
27.27%
1006
Wealthspring Capital
West Harrison,
New York
$448M
+$26.3M
+6%
2.94%
24.1%
260
45%
1007
Level Financial Advisors
East Amherst,
New York
$448M
+$55.5M
+14%
9.66%
41.5%
97
7.22%
1008
Syquant Capital SAS
Paris,
France
$447M
-$193M
-30%
0.4%
176%
48
37.5%
1009
Brown Wealth Management
Naperville,
Illinois
$447M
+$57.9M
+15%
10.4%
44.4%
139
20.14%
1010
Flagstone Financial Management
Lincoln,
Nebraska
$447M
+$44.3M
+11%
9.29%
43.9%
77
7.79%
1011
World Equity Group
Schaumburg,
Illinois
$447M
+$60.5M
+16%
18.2%
99%
431
27.61%
1012
Umpqua Bank
Lake Oswego,
Oregon
$446M
+$95.6M
+27%
18.6%
–
167
7.78%
1013
Hunter Perkins Capital Management
Lombard,
Illinois
$446M
+$19M
+4%
7.83%
58%
156
11.54%
1014
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
$445M
+$46.3M
+12%
10.5%
–
209
25.36%
1015
CGC Financial Services
Lake Oswego,
Oregon
$445M
+$98.6M
+28%
9.28%
41.1%
347
7.49%
1016
United Wealth Management
Charlottesville,
Virginia
$444M
+$42.1M
+10%
9.74%
–
24
0%
1017
Accel Wealth Management
Waverly,
Iowa
$444M
+$61M
+16%
18.7%
77.4%
317
12.3%
1018
Duncan Williams Asset Management
Memphis,
Tennessee
$444M
+$82.9M
+23%
14.2%
–
177
15.82%
1019
TrueWealth Advisors
Birmingham,
Alabama
$444M
+$46M
+12%
12.8%
58.5%
248
11.29%
1020
Bouvel Investment Partners
Phoenixville,
Pennsylvania
$442M
+$97.7M
+28%
44%
187%
95
29.47%
1021
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
$442M
+$22.6M
+5%
7.51%
41.6%
57
7.02%
1022
HWG Holdings
Houston,
Texas
$442M
+$57.7M
+15%
23.1%
–
64
45.31%
1023
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
$442M
+$61M
+16%
17.1%
–
173
12.72%
1024
Doliver Advisors
Houston,
Texas
$442M
+$2.02M
+0.5%
5.39%
81%
196
10.71%
1025
EdgeRock Capital
Denver,
Colorado
$441M
+$71.8M
+19%
15.9%
71.3%
142
16.9%