|
101
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.43M
|
+$235K
|
+2,519
|
+4%
|
|
|
102
|
Pacifica Partners
Surrey,
Canada
|
$6.19M
|
+$219K
|
+2,350
|
+4%
|
|
|
103
|
WealthShield Partners
Cary,
North Carolina
|
$6.16M
|
+$4.48M
|
+48,043
|
+282%
|
|
|
104
|
Waverly Advisors
Birmingham,
Alabama
|
$6.15M
|
+$384K
|
+4,110
|
+7%
|
|
|
105
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.9M
|
+$867K
|
+9,289
|
+18%
|
|
|
106
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$5.89M
|
-$50.7K
|
-543
|
-0.9%
|
|
|
107
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$5.84M
|
+$476K
|
+5,103
|
+9%
|
|
|
108
|
Merriman Wealth Management
Seattle,
Washington
|
$5.72M
|
-$419K
|
-4,485
|
-7%
|
|
|
109
|
Elevated Capital Advisors
Sandy,
Utah
|
$5.53M
|
+$5.46M
|
+58,465
|
New
|
|
|
110
|
Mariner
Overland Park,
Kansas
|
$5.39M
|
+$3.08M
|
+32,972
|
+137%
|
|
|
111
|
Atria Wealth Solutions
New York
|
$5.34M
|
+$152K
|
+1,626
|
+3%
|
|
|
112
|
Hamilton Wealth
Encino,
California
|
$5.22M
|
+$683K
|
+7,315
|
+15%
|
|
|
113
|
Bailard
Foster City,
California
|
$5.17M
|
–
|
–
|
–
|
|
|
114
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.03M
|
-$601K
|
-6,443
|
-11%
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.95M
|
+$255K
|
+2,737
|
+6%
|
|
|
116
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.94M
|
+$199K
|
+2,134
|
+4%
|
|
|
117
|
First National Corp
Rockland,
Massachusetts
|
$4.87M
|
+$146K
|
+1,559
|
+3%
|
|
|
118
|
Total Investment Management
Scottsdale,
Arizona
|
$4.67M
|
+$77.7K
|
+832
|
+2%
|
|
|
119
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4.43M
|
+$81.2K
|
+870
|
+2%
|
|
|
120
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.39M
|
+$48.2K
|
+516
|
+1%
|
|
|
121
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.36M
|
-$34.4K
|
-369
|
-0.8%
|
|
|
122
|
Aviance Capital Partners
Naples,
Florida
|
$4.33M
|
-$228K
|
-2,446
|
-5%
|
|
|
123
|
Del-Sette Capital Management
Schenectady,
New York
|
$4.2M
|
-$35.7K
|
-383
|
-0.9%
|
|
|
124
|
Essential Planning
Portsmouth,
New Hampshire
|
$4.13M
|
+$334K
|
+3,574
|
+9%
|
|
|
125
|
Capital Planning Advisors
Roseville,
California
|
$4.05M
|
+$272K
|
+2,909
|
+7%
|
|
