1701
Vigilare Wealth Management
Scottsdale,
Arizona
$326M
+$30.3M
+10%
9.28%
56.9%
130
21.54%
1702
Morris Financial Concepts
Mount Pleasant,
South Carolina
$326M
+$31.6M
+11%
12%
56.5%
207
7.25%
1703
Register Financial Advisors
Atlanta,
Georgia
$326M
+$55.5M
+21%
27.2%
126%
438
14.38%
1704
Hassell Wealth Management
Houma,
Louisiana
$326M
+$28M
+9%
8.97%
46.3%
29
3.45%
1705
Aventura Private Wealth
Aventura,
Florida
$326M
+$52.5M
+19%
24.2%
–
1,021
15.48%
1706
Forza Wealth Management
Sarasota,
Florida
$326M
+$38.5M
+13%
11.3%
65.6%
198
7.07%
1707
Snow Phipps Group
New York
$326M
+$8.27M
+3%
2.58%
89.2%
2
0%
1708
New Perspectives Inc
Ridgeland,
Mississippi
$326M
+$37.1M
+13%
10.2%
–
50
14%
1709
Family Wealth Partners
Matthews,
North Carolina
$326M
+$33M
+11%
10.7%
–
125
28.8%
1710
Wilkerson Advisory Group
Columbia,
Missouri
$326M
+$34.6M
+12%
12.6%
–
659
12.29%
1711
Bishop & Co Investment Management
Erie,
Pennsylvania
$325M
+$33.3M
+11%
11.1%
47.6%
26
0%
1712
Lazari Capital Management
Woodland Hills,
California
$325M
+$37.2M
+13%
18.4%
124%
198
16.67%
1713
Wealth Management Resources
Smithfield,
Rhode Island
$324M
+$36.9M
+13%
9.02%
36.5%
31
9.68%
1714
Investment Research & Advisory Group
Atlanta,
Georgia
$324M
+$37.6M
+13%
14.7%
88.6%
325
18.15%
1715
Wealth Quarterback
Toms River,
New Jersey
$324M
+$69.8M
+27%
21.8%
96.7%
180
13.89%
1716
HF Advisory Group
Annapolis,
Maryland
$323M
+$30M
+10%
8.78%
64.2%
174
8.05%
1717
Sims Investment Management
Cincinnati,
Ohio
$323M
+$51.3M
+19%
16.1%
–
184
80.98%
1718
National Wealth Management Group
Cincinnati,
Ohio
$323M
+$54.9M
+20%
22.9%
123%
247
21.46%
1719
Walker Financial Services
Bowling Green,
Kentucky
$323M
+$31M
+11%
4.99%
18.9%
48
16.67%
1720
Invesco LLC (Illinois)
Des Plaines,
Illinois
$323M
+$37.7M
+13%
19.8%
113%
138
7.97%
1721
Sharper & Granite
El Segundo,
California
$323M
+$30M
+10%
11%
47.1%
109
1.83%
1722
Royal Harbor Partners
Houston,
Texas
$323M
+$27.4M
+9%
8.09%
49.5%
61
24.59%
1723
Prosperity Financial Group
San Ramon,
California
$323M
+$51.9M
+19%
20.7%
108%
203
17.73%
1724
Quantum Financial Planning Services
Spokane,
Washington
$323M
+$44.2M
+16%
9.78%
–
62
20.97%
1725
Northstar Advisory Group
Northfield,
New Jersey
$322M
+$53.9M
+20%
14.4%
141%
137
29.2%