|
101
|
Opes Wealth Management
Menlo Park,
California
|
$3.22M
|
-$1.52M
|
-33,843
|
-32%
|
|
|
102
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$3.14M
|
+$3.13M
|
+69,846
|
New
|
|
|
103
|
Harbour Investments
Madison,
Wisconsin
|
$3.01M
|
+$1.59M
|
+35,391
|
+113%
|
|
|
104
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$2.98M
|
+$1.91M
|
+42,525
|
+179%
|
|
|
105
|
Gould Asset Management
Claremont,
California
|
$2.8M
|
+$2.79M
|
+62,230
|
New
|
|
|
106
|
OLIO Financial Planning
Mclean,
Virginia
|
$2.58M
|
+$820K
|
+18,287
|
+47%
|
|
|
107
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.5M
|
+$531K
|
+11,848
|
+27%
|
|
|
108
|
SageView Advisory Group
Newport Beach,
California
|
$2.43M
|
+$2.42M
|
+53,953
|
New
|
|
|
109
|
Brown Advisory
Baltimore,
Maryland
|
$2.36M
|
+$2.35M
|
+52,353
|
New
|
|
|
110
|
IRON Financial
Northbrook,
Illinois
|
$2.32M
|
-$269K
|
-5,989
|
-10%
|
|
|
111
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2.21M
|
-$209K
|
-4,653
|
-9%
|
|
|
112
|
Shore Point Advisors
Brielle,
New Jersey
|
$2.15M
|
+$2.14M
|
+47,801
|
New
|
|
|
113
|
Horizon Investment Services
Hammond,
Indiana
|
$2.15M
|
-$1.24M
|
-27,683
|
-37%
|
|
|
114
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.07M
|
-$210K
|
-4,686
|
-9%
|
|
|
115
|
Defined Wealth Management
Beaverton,
Oregon
|
$2.05M
|
+$2.04M
|
+45,541
|
New
|
|
|
116
|
Capital Planning
Bellevue,
Washington
|
$2.04M
|
-$627K
|
-13,970
|
-24%
|
|
|
117
|
Allworth Financial
Folsom,
California
|
$1.92M
|
-$1.29M
|
-28,728
|
-40%
|
|
|
118
|
Denver PWM
Denver,
Colorado
|
$1.91M
|
+$735K
|
+16,377
|
+63%
|
|
|
119
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.87M
|
+$1.87M
|
+41,645
|
New
|
|
|
120
|
Apexium Financial
Dallas,
Texas
|
$1.81M
|
-$16.7K
|
-372
|
-0.9%
|
|
|
121
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.79M
|
+$1.39M
|
+30,975
|
+349%
|
|
|
122
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.76M
|
+$311K
|
+6,943
|
+22%
|
|
|
123
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.66M
|
-$326K
|
-7,261
|
-16%
|
|
|
124
|
Mariner
Overland Park,
Kansas
|
$1.65M
|
+$1.64M
|
+36,675
|
New
|
|
|
125
|
King Wealth Management Group
Naples,
Florida
|
$1.64M
|
-$45.9K
|
-1,024
|
-3%
|
|
