|
101
|
Summit Wealth Partners
Orlando,
Florida
|
$9.62M
|
-$221K
|
-3,403
|
-2%
|
|
|
102
|
Tolleson Wealth Management
Dallas,
Texas
|
$9.53M
|
-$2.16M
|
-33,267
|
-19%
|
|
|
103
|
SimplyRich
Carlsbad,
California
|
$9.49M
|
+$674K
|
+10,379
|
+8%
|
|
|
104
|
Family Capital Trust
Peabody,
Massachusetts
|
$9.42M
|
+$251K
|
+3,869
|
+3%
|
|
|
105
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$9.37M
|
-$1.24M
|
-19,141
|
-12%
|
|
|
106
|
CX Institutional
Auburn,
Indiana
|
$9.29M
|
+$130K
|
+2,000
|
+1%
|
|
|
107
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.17M
|
-$1.16M
|
-17,839
|
-11%
|
|
|
108
|
Magnus Financial Group
New York
|
$9.06M
|
+$670K
|
+10,329
|
+8%
|
|
|
109
|
PFS Investments
Duluth,
Georgia
|
$8.96M
|
+$5.13M
|
+79,021
|
+139%
|
|
|
110
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.61M
|
-$3.08M
|
-47,484
|
-27%
|
|
|
111
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$8.58M
|
-$129K
|
-1,987
|
-2%
|
|
|
112
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$8.47M
|
-$1.29M
|
-19,855
|
-13%
|
|
|
113
|
Arax Advisory Partners
Denver,
Colorado
|
$8.39M
|
-$2.01M
|
-30,977
|
-20%
|
|
|
114
|
Armbruster Capital Management
Pittsford,
New York
|
$8.3M
|
+$2.02M
|
+31,180
|
+33%
|
|
|
115
|
Ballew Advisors
Jackson,
Mississippi
|
$7.89M
|
+$350K
|
+5,386
|
+5%
|
|
|
116
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$7.82M
|
-$4.59M
|
-70,757
|
-37%
|
|
|
117
|
|
$7.73M
|
-$2.63M
|
-40,596
|
-26%
|
|
|
118
|
Smith, Moore & Co
Clayton,
Missouri
|
$7.64M
|
-$418K
|
-6,443
|
-5%
|
|
|
119
|
JRM Investment Counsel
Omaha,
Nebraska
|
$7.33M
|
+$364K
|
+5,609
|
+5%
|
|
|
120
|
Well Done LLC
Holland,
Michigan
|
$7.32M
|
+$113K
|
+1,734
|
+2%
|
|
|
121
|
Financial Insights
Tacoma,
Washington
|
$7.31M
|
+$2.97M
|
+45,731
|
+42%
|
|
|
122
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$7.1M
|
+$393K
|
+6,057
|
+6%
|
|
|
123
|
Soltis Investment Advisors
St. George,
Utah
|
$6.5M
|
-$114K
|
-1,749
|
-2%
|
|
|
124
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.46M
|
+$120K
|
+1,851
|
+2%
|
|
|
125
|
|
$6.4M
|
-$491K
|
-7,561
|
-7%
|
|
