|
201
|
Nvest Financial
Portsmouth,
New Hampshire
|
$3.02M
|
+$1.37M
|
+40,633
|
+86%
|
|
|
202
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$2.97M
|
-$1.38M
|
-40,836
|
-32%
|
|
|
203
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$2.94M
|
+$25.3K
|
+749
|
+0.9%
|
|
|
204
|
Mutual Advisors
Omaha,
Nebraska
|
$2.9M
|
+$331K
|
+9,798
|
+13%
|
|
|
205
|
Falcon Wealth Planning
Ontario,
California
|
$2.84M
|
–
|
–
|
–
|
|
|
206
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$2.82M
|
-$1.31M
|
-38,739
|
-32%
|
|
|
207
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.77M
|
+$2.41M
|
+71,393
|
+750%
|
|
|
208
|
Center for Financial Planning
Southfied,
Michigan
|
$2.65M
|
–
|
–
|
–
|
|
|
209
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.63M
|
-$107K
|
-3,179
|
-4%
|
|
|
210
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$2.62M
|
+$324K
|
+9,601
|
+14%
|
|
|
211
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.61M
|
+$180K
|
+5,331
|
+8%
|
|
|
212
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.48M
|
+$1.69M
|
+50,117
|
+226%
|
|
|
213
|
Global Retirement Partners
San Rafael,
California
|
$2.46M
|
+$438K
|
+12,966
|
+22%
|
|
|
214
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.42M
|
+$323K
|
+9,560
|
+16%
|
|
|
215
|
Maia Wealth
Denver,
Colorado
|
$2.42M
|
-$200K
|
-5,913
|
-8%
|
|
|
216
|
Private Trust Company
Cleveland,
Ohio
|
$2.35M
|
+$94.4K
|
+2,796
|
+4%
|
|
|
217
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$2.35M
|
+$2.31M
|
+68,461
|
New
|
|
|
218
|
CoreCap Advisors
Southfield,
Michigan
|
$2.34M
|
-$44.9K
|
-1,329
|
-2%
|
|
|
219
|
Davenport & Co
Richmond,
Virginia
|
$2.29M
|
+$808K
|
+23,936
|
+56%
|
|
|
220
|
Stephens Inc
Little Rock,
Arkansas
|
$2.25M
|
-$52.7K
|
-1,562
|
-2%
|
|
|
221
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$2.25M
|
-$151K
|
-4,462
|
-6%
|
|
|
222
|
Skyview Financial Group
Ponte Vedra Beach,
Florida
|
$2.21M
|
+$2.18M
|
+64,434
|
New
|
|
|
223
|
Perigon Wealth Management
San Francisco,
California
|
$2.19M
|
+$14.3K
|
+424
|
+0.7%
|
|
|
224
|
Diversify Advisory Services
Sandy,
Utah
|
$2.18M
|
+$434K
|
+12,859
|
+26%
|
|
|
225
|
MAI Capital Management
Independence,
Ohio
|
$2.17M
|
-$18.3K
|
-541
|
-0.8%
|
|
