|
101
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$3.28M
|
-$105K
|
-2,220
|
-3%
|
|
|
102
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.27M
|
+$2.92M
|
+61,432
|
+863%
|
|
|
103
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.2M
|
+$430K
|
+9,058
|
+16%
|
|
|
104
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.19M
|
+$712K
|
+15,011
|
+29%
|
|
|
105
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.09M
|
+$12.5K
|
+264
|
+0.4%
|
|
|
106
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.07M
|
+$365K
|
+7,700
|
+14%
|
|
|
107
|
SageView Advisory Group
Newport Beach,
California
|
$2.94M
|
+$2.92M
|
+61,630
|
New
|
|
|
108
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.94M
|
-$116K
|
-2,444
|
-4%
|
|
|
109
|
Farther Finance Advisors
San Francisco,
California
|
$2.73M
|
-$187K
|
-3,948
|
-6%
|
|
|
110
|
Bridge Advisory
Pasadena,
California
|
$2.7M
|
+$76.3K
|
+1,607
|
+3%
|
|
|
111
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.69M
|
+$179K
|
+3,768
|
+7%
|
|
|
112
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$2.64M
|
+$20.7K
|
+437
|
+0.8%
|
|
|
113
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.57M
|
-$43.8K
|
-922
|
-2%
|
|
|
114
|
MML Investors Services
Springfield,
Massachusetts
|
$2.5M
|
+$290K
|
+6,102
|
+13%
|
|
|
115
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.43M
|
-$112K
|
-2,365
|
-4%
|
|
|
116
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.43M
|
-$112K
|
-2,365
|
-4%
|
|
|
117
|
Solutions 4 Wealth
Southlake,
Texas
|
$2.36M
|
+$2.34M
|
+49,336
|
New
|
|
|
118
|
FMB Wealth Management
Westlake Village,
California
|
$2.31M
|
-$58.8K
|
-1,239
|
-2%
|
|
|
119
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.3M
|
-$315K
|
-6,642
|
-12%
|
|
|
120
|
City State Bank
Norwalk,
Iowa
|
$2.27M
|
+$1.01M
|
+21,331
|
+81%
|
|
|
121
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$2.25M
|
+$2.23M
|
+47,075
|
New
|
|
|
122
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.24M
|
-$611K
|
-12,872
|
-22%
|
|
|
123
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$2.21M
|
-$367K
|
-7,723
|
-14%
|
|
|
124
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.21M
|
+$2.2M
|
+46,313
|
New
|
|
|
125
|
Kestra Advisory Services
Austin,
Texas
|
$2.14M
|
+$642K
|
+13,526
|
+43%
|
|
