|
201
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.59M
|
+$521K
|
+19,418
|
+53%
|
|
|
202
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.55M
|
+$108K
|
+4,041
|
+8%
|
|
|
203
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.53M
|
+$188
|
+7
|
+0%
|
|
|
204
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$1.41M
|
–
|
–
|
–
|
|
|
205
|
Perigon Wealth Management
San Francisco,
California
|
$1.39M
|
+$207K
|
+7,711
|
+18%
|
|
|
206
|
Parallel Advisors
San Francisco,
California
|
$1.38M
|
–
|
–
|
–
|
|
|
207
|
Meritas Wealth Management
Larkspur,
California
|
$1.34M
|
+$79.8K
|
+2,974
|
+7%
|
|
|
208
|
Core Wealth Management
Jupiter,
Florida
|
$1.23M
|
–
|
–
|
–
|
|
|
209
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.22M
|
+$33.5K
|
+1,249
|
+3%
|
|
|
210
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.21M
|
+$195K
|
+7,280
|
+20%
|
|
|
211
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.2M
|
-$1.01M
|
-37,504
|
-47%
|
|
|
212
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.18M
|
+$34.8K
|
+1,295
|
+3%
|
|
|
213
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
+$1.11M
|
+41,388
|
New
|
|
|
214
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.16M
|
–
|
–
|
–
|
|
|
215
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.15M
|
+$228K
|
+8,500
|
+26%
|
|
|
216
|
SageView Advisory Group
Newport Beach,
California
|
$1.12M
|
+$22.4K
|
+833
|
+2%
|
|
|
217
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.1M
|
-$26.2K
|
-977
|
-2%
|
|
|
218
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.08M
|
+$483
|
+18
|
+0%
|
|
|
219
|
Copperleaf Capital
Raleigh,
North Carolina
|
$998K
|
+$29.7K
|
+1,105
|
+3%
|
|
|
220
|
FMB Wealth Management
Westlake Village,
California
|
$988K
|
+$367K
|
+13,685
|
+64%
|
|
|
221
|
Red Lighthouse Investment Management
New York
|
$952K
|
+$47.3K
|
+1,761
|
+5%
|
|
|
222
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$950K
|
+$43.8K
|
+1,633
|
+5%
|
|
|
223
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$930K
|
+$63.1K
|
+2,350
|
+8%
|
|
|
224
|
Altiora Financial Group
Lebanon,
Ohio
|
$920K
|
–
|
–
|
–
|
|
|
225
|
Root Financial Partners
Encinitas,
California
|
$861K
|
-$215
|
-8
|
-0%
|
|
