|
101
|
Wakefield Asset Management
Englewood,
Colorado
|
$14.7M
|
-$3.35M
|
-77,086
|
-19%
|
|
|
102
|
Strategic Blueprint
Atlanta,
Georgia
|
$14.5M
|
-$98.5K
|
-2,268
|
-0.7%
|
|
|
103
|
West Wealth Group
Irvine,
California
|
$14.4M
|
-$1.38M
|
-31,729
|
-9%
|
|
|
104
|
SteelPeak Wealth
Woodland Hills,
California
|
$14.4M
|
-$421K
|
-9,704
|
-3%
|
|
|
105
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.3M
|
+$2.97M
|
+68,431
|
+28%
|
|
|
106
|
Plancorp LLC
Saint Louis,
Missouri
|
$13.2M
|
+$17.3K
|
+398
|
+0.1%
|
|
|
107
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$13M
|
-$72.2K
|
-1,663
|
-0.6%
|
|
|
108
|
Rockefeller Capital Management
New York
|
$12.9M
|
+$8.3M
|
+191,211
|
+213%
|
|
|
109
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$12.8M
|
+$6.74M
|
+155,169
|
+125%
|
|
|
110
|
Kelly Financial Services
Braintree,
Massachusetts
|
$12.8M
|
+$505K
|
+11,622
|
+4%
|
|
|
111
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$12.7M
|
-$1.07M
|
-24,552
|
-9%
|
|
|
112
|
Merit Financial Group
Alpharetta,
Georgia
|
$12.7M
|
-$275K
|
-6,328
|
-2%
|
|
|
113
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$12.5M
|
+$11.8M
|
+271,451
|
New
|
|
|
114
|
Avantax Advisory Services
Dallas,
Texas
|
$12.2M
|
+$2.92M
|
+67,281
|
+34%
|
|
|
115
|
Tri-Star Advisors
Houston,
Texas
|
$12.1M
|
+$650K
|
+14,970
|
+6%
|
|
|
116
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$11.9M
|
+$7.41M
|
+170,662
|
+191%
|
|
|
117
|
Equitable Holdings
New York
|
$11.7M
|
-$218K
|
-5,022
|
-2%
|
|
|
118
|
|
$11.5M
|
+$744K
|
+17,143
|
+8%
|
|
|
119
|
Summit Trail Advisors
New York
|
$11.4M
|
+$10.3M
|
+236,950
|
+2,071%
|
|
|
120
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$11.4M
|
+$1.21M
|
+27,950
|
+13%
|
|
|
121
|
Efficient Advisors
Mason,
Ohio
|
$11.2M
|
-$1.17M
|
-26,989
|
-10%
|
|
|
122
|
PAX Financial Group
San Antonio,
Texas
|
$11.1M
|
-$1.07M
|
-24,601
|
-9%
|
|
|
123
|
Security Financial Services
Fort Wayne,
Indiana
|
$10.9M
|
+$1.08M
|
+24,766
|
+12%
|
|
|
124
|
Arete Wealth Advisors
Chicago,
Illinois
|
$10.8M
|
-$1.48M
|
-34,065
|
-13%
|
|
|
125
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$10.8M
|
-$452K
|
-10,423
|
-4%
|
|
