|
101
|
Valued Wealth Advisors
Holladay,
Utah
|
$6.24M
|
+$6.31M
|
+276,264
|
New
|
|
|
102
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$6.09M
|
+$808K
|
+35,334
|
+16%
|
|
|
103
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$6.01M
|
-$520K
|
-22,771
|
-8%
|
|
|
104
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$5.88M
|
-$4.23M
|
-185,098
|
-43%
|
|
|
105
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.84M
|
-$209K
|
-9,132
|
-4%
|
|
|
106
|
1900 Wealth Management
San Antonio,
Texas
|
$5.83M
|
+$4.95M
|
+216,581
|
+858%
|
|
|
107
|
Advisory Alpha
Holland,
Michigan
|
$5.75M
|
+$108K
|
+4,737
|
+2%
|
|
|
108
|
UMB Bank
Kansas City,
Missouri
|
$5.62M
|
–
|
–
|
–
|
|
|
109
|
FinDec Wealth Services
Stockton,
California
|
$5.62M
|
+$119K
|
+5,203
|
+2%
|
|
|
110
|
Financial Alternatives
La Jolla,
California
|
$5.34M
|
+$138K
|
+6,051
|
+3%
|
|
|
111
|
One Capital Management
Westlake Village,
California
|
$5.33M
|
+$5.06M
|
+221,254
|
New
|
|
|
112
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.3M
|
-$183K
|
-8,009
|
-4%
|
|
|
113
|
Private Advisor Group
Morristown,
New Jersey
|
$5.3M
|
+$1.12M
|
+48,995
|
+29%
|
|
|
114
|
Pinnacle Associates
New York
|
$5.2M
|
-$126K
|
-5,510
|
-2%
|
|
|
115
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$5.19M
|
-$126K
|
-5,510
|
-2%
|
|
|
116
|
Forum Private Client Group
Fishers,
Indiana
|
$5.14M
|
+$4.87M
|
+213,160
|
New
|
|
|
117
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.08M
|
+$153K
|
+6,676
|
+3%
|
|
|
118
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.98M
|
-$2.55M
|
-111,480
|
-35%
|
|
|
119
|
Balyasny Asset Management
Chicago,
Illinois
|
$4.96M
|
+$4.7M
|
+205,833
|
New
|
|
|
120
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$4.91M
|
+$4.66M
|
+203,828
|
New
|
|
|
121
|
DecisionPoint Financial
Mesa,
Arizona
|
$4.9M
|
+$2.19K
|
+96
|
+0%
|
|
|
122
|
MAI Capital Management
Independence,
Ohio
|
$4.84M
|
+$493K
|
+21,570
|
+12%
|
|
|
123
|
Wealthquest
Cincinnati,
Ohio
|
$4.68M
|
+$323K
|
+14,127
|
+8%
|
|
|
124
|
Sterling Wealth Management
Champaign,
Illinois
|
$4.66M
|
+$4.41M
|
+193,128
|
New
|
|
|
125
|
Austin Wealth Management
Austin,
Texas
|
$4.63M
|
+$1.19M
|
+52,275
|
+37%
|
|
