|
101
|
Northwest Wealth Management
Spencer,
Iowa
|
$18.2M
|
+$19.8M
|
+780,687
|
New
|
|
|
102
|
Passive Capital Management
Baltimore,
Maryland
|
$18.2M
|
+$19.8M
|
+780,097
|
New
|
|
|
103
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
+$14.7M
|
+581,976
|
+308%
|
|
|
104
|
AWM Capital
Phoenix,
Arizona
|
$17.4M
|
+$9.65M
|
+381,005
|
+104%
|
|
|
105
|
Versant Capital Management
Phoenix,
Arizona
|
$17.3M
|
+$319K
|
+12,599
|
+2%
|
|
|
106
|
Helen Stephens Group
Fort Worth,
Texas
|
$17.2M
|
+$1.28M
|
+50,643
|
+7%
|
|
|
107
|
Lake Point Wealth Management
Rockwall,
Texas
|
$17.1M
|
+$18.5M
|
+732,268
|
New
|
|
|
108
|
Equitable Holdings
New York
|
$17.1M
|
+$684K
|
+27,012
|
+4%
|
|
|
109
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$16.8M
|
-$5.52M
|
-217,872
|
-23%
|
|
|
110
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$16.7M
|
-$371K
|
-14,640
|
-2%
|
|
|
111
|
Soundmark Wealth Management
Kirkland,
Washington
|
$16.7M
|
-$549K
|
-21,686
|
-3%
|
|
|
112
|
Morton Capital Management
Calabasas,
California
|
$16.6M
|
+$2.33M
|
+92,213
|
+15%
|
|
|
113
|
ML&R Wealth Management
Austin,
Texas
|
$16.4M
|
+$326K
|
+12,877
|
+2%
|
|
|
114
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$15.6M
|
-$415K
|
-16,402
|
-2%
|
|
|
115
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$15.1M
|
-$4.57M
|
-180,357
|
-23%
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$14.8M
|
+$8.18M
|
+323,127
|
+103%
|
|
|
117
|
Cetera Advisors
Denver,
Colorado
|
$14.7M
|
+$557K
|
+21,993
|
+4%
|
|
|
118
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$14.4M
|
+$15.6M
|
+616,834
|
New
|
|
|
119
|
Brighton Jones LLC
Seattle,
Washington
|
$14.3M
|
+$1.09M
|
+42,911
|
+7%
|
|
|
120
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.7M
|
+$241K
|
+9,510
|
+2%
|
|
|
121
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13M
|
+$116K
|
+4,569
|
+0.8%
|
|
|
122
|
Bridgeworth
Birmingham,
Alabama
|
$12.8M
|
+$428K
|
+16,911
|
+3%
|
|
|
123
|
|
$12.7M
|
+$2.45M
|
+96,770
|
+22%
|
|
|
124
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$12.5M
|
+$1.7M
|
+66,963
|
+15%
|
|
|
125
|
CVA Family Office
Denver,
Colorado
|
$12M
|
+$136K
|
+5,383
|
+1%
|
|
