|
101
|
Burney Company
Reston,
Virginia
|
$7.18M
|
+$1.83M
|
+38,369
|
+35%
|
|
|
102
|
Cornerstone Management
Duluth,
Georgia
|
$7.13M
|
+$2.05M
|
+42,982
|
+41%
|
|
|
103
|
Friday Financial
Dubuque,
Iowa
|
$7.02M
|
+$526K
|
+11,052
|
+8%
|
|
|
104
|
Heritage Investment Group
Pompano Beach,
Florida
|
$6.9M
|
+$121K
|
+2,533
|
+2%
|
|
|
105
|
City State Bank
Norwalk,
Iowa
|
$6.74M
|
-$152K
|
-3,200
|
-2%
|
|
|
106
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$6.72M
|
-$70.9K
|
-1,489
|
-1%
|
|
|
107
|
Mercer Global Advisors
Denver,
Colorado
|
$6.72M
|
-$7.84M
|
-164,719
|
-54%
|
|
|
108
|
Truist Financial
Charlotte,
North Carolina
|
$6.59M
|
+$148K
|
+3,104
|
+2%
|
|
|
109
|
Nova R Wealth
Overland Park,
Kansas
|
$6.59M
|
+$260K
|
+5,465
|
+4%
|
|
|
110
|
Vantage Point Financial
Lisle,
Illinois
|
$6.46M
|
+$337K
|
+7,067
|
+6%
|
|
|
111
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$6.46M
|
-$749K
|
-15,726
|
-10%
|
|
|
112
|
Parker Financial
Silverdale,
Washington
|
$6.34M
|
+$553K
|
+11,612
|
+10%
|
|
|
113
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$6.3M
|
+$4.51M
|
+94,636
|
+259%
|
|
|
114
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$6.13M
|
+$8.95K
|
+188
|
+0.1%
|
|
|
115
|
Blue Oak Capital
Menlo Park,
California
|
$6.11M
|
+$1.02M
|
+21,426
|
+20%
|
|
|
116
|
New Dimensions Wealth Management
Allen,
Texas
|
$5.97M
|
+$90.5K
|
+1,901
|
+2%
|
|
|
117
|
Kooman & Associates
Altoona,
Pennsylvania
|
$5.7M
|
-$305K
|
-6,413
|
-5%
|
|
|
118
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.52M
|
+$1.66M
|
+34,892
|
+44%
|
|
|
119
|
Tortoise Investment Management
White Plains,
New York
|
$5.3M
|
-$1.63M
|
-34,276
|
-24%
|
|
|
120
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.28M
|
+$704K
|
+14,791
|
+16%
|
|
|
121
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$5.23M
|
-$32.4K
|
-680
|
-0.6%
|
|
|
122
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$5.15M
|
+$1.26M
|
+26,485
|
+33%
|
|
|
123
|
Burk Holdings
Tulsa,
Oklahoma
|
$5.06M
|
+$1.19M
|
+24,971
|
+31%
|
|
|
124
|
Squire Investment Management Company
Orem,
Utah
|
$5.05M
|
-$85.6K
|
-1,797
|
-2%
|
|
|
125
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.05M
|
+$198K
|
+4,162
|
+4%
|
|
