|
101
|
SteelPeak Wealth
Woodland Hills,
California
|
$16.7M
|
-$3.18M
|
-64,251
|
-17%
|
|
|
102
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$16.5M
|
-$273K
|
-5,515
|
-2%
|
|
|
103
|
Corient Private Wealth
Miami,
Florida
|
$16.3M
|
-$1.62M
|
-32,755
|
-9%
|
|
|
104
|
FAS Wealth Partners
Leawood,
Kansas
|
$16.1M
|
-$181K
|
-3,664
|
-1%
|
|
|
105
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$16M
|
+$15.2M
|
+307,615
|
New
|
|
|
106
|
NorthRock Partners
Minneapolis,
Minnesota
|
$15.9M
|
+$14.7M
|
+297,276
|
+4,189%
|
|
|
107
|
Bruce G. Allen Investments
Denver,
Colorado
|
$15.8M
|
+$15M
|
+303,320
|
New
|
|
|
108
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.4M
|
-$1.41M
|
-28,469
|
-9%
|
|
|
109
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$15.3M
|
+$1.16M
|
+23,390
|
+9%
|
|
|
110
|
Cahill Financial Advisors
Edina,
Minnesota
|
$15.3M
|
+$753K
|
+15,215
|
+5%
|
|
|
111
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$15.2M
|
-$136K
|
-2,754
|
-0.9%
|
|
|
112
|
Accredited Investors
Edina,
Minnesota
|
$15.1M
|
-$1.93M
|
-39,034
|
-12%
|
|
|
113
|
Affinity Capital Advisors
Berkeley,
California
|
$14.8M
|
+$1.07M
|
+21,542
|
+8%
|
|
|
114
|
Plancorp LLC
Saint Louis,
Missouri
|
$14.1M
|
+$247
|
+5
|
+0%
|
|
|
115
|
1ST Source Bank
South Bend,
Indiana
|
$14M
|
-$297K
|
-5,999
|
-2%
|
|
|
116
|
Wakefield Asset Management
Englewood,
Colorado
|
$13.9M
|
-$82.1K
|
-1,659
|
-0.6%
|
|
|
117
|
Wealth Alliance
Mellville,
New York
|
$13.7M
|
+$20.7K
|
+419
|
+0.2%
|
|
|
118
|
Keebeck Wealth Management
Chicago,
Illinois
|
$13.6M
|
+$2.21M
|
+44,666
|
+21%
|
|
|
119
|
Kelly Financial Services
Braintree,
Massachusetts
|
$13.6M
|
+$263K
|
+5,320
|
+2%
|
|
|
120
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$13.5M
|
-$1.89M
|
-38,182
|
-13%
|
|
|
121
|
Geisinger Health
Danville,
Pennsylvania
|
$13.4M
|
-$1.8M
|
-36,315
|
-12%
|
|
|
122
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$13.3M
|
-$558K
|
-11,280
|
-4%
|
|
|
123
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$13.3M
|
-$5.69M
|
-114,937
|
-31%
|
|
|
124
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.2M
|
-$977K
|
-19,734
|
-7%
|
|
|
125
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$13.1M
|
-$1.99M
|
-40,270
|
-14%
|
|
