|
76
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.48M
|
+$299K
|
+15,480
|
+6%
|
|
|
77
|
GW & Wade
Wellesley,
Massachusetts
|
$5.33M
|
+$232
|
+12
|
+0%
|
|
|
78
|
Madison Wealth Management
Cincinnati,
Ohio
|
$5.23M
|
+$431K
|
+22,278
|
+9%
|
|
|
79
|
Lowery Thomas LLC
Pebble Beach,
California
|
$4.97M
|
+$203K
|
+10,473
|
+4%
|
|
|
80
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$4.93M
|
+$388K
|
+20,055
|
+8%
|
|
|
81
|
Foster & Motley
Cincinnati,
Ohio
|
$4.93M
|
-$300K
|
-15,501
|
-6%
|
|
|
82
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$4.75M
|
+$72.7K
|
+3,759
|
+1%
|
|
|
83
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$4.65M
|
+$936K
|
+48,417
|
+24%
|
|
|
84
|
Verum Partners
Charlotte,
North Carolina
|
$4.63M
|
+$413K
|
+21,375
|
+9%
|
|
|
85
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.51M
|
+$747K
|
+38,640
|
+19%
|
|
|
86
|
Meridian Wealth Management
Lexington,
Kentucky
|
$4.45M
|
+$4.62M
|
+238,650
|
New
|
|
|
87
|
Leavell Investment Management
Mobile,
Alabama
|
$4.45M
|
+$1.3M
|
+66,990
|
+39%
|
|
|
88
|
Access Financial Services
Minneapolis,
Minnesota
|
$4.43M
|
+$135K
|
+7,002
|
+3%
|
|
|
89
|
Collective Family Office
York,
Pennsylvania
|
$4.13M
|
-$144K
|
-7,470
|
-3%
|
|
|
90
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.12M
|
+$677K
|
+34,992
|
+19%
|
|
|
91
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$4.09M
|
+$218K
|
+11,250
|
+5%
|
|
|
92
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$4.01M
|
+$160K
|
+8,289
|
+4%
|
|
|
93
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4M
|
–
|
–
|
–
|
|
|
94
|
Red Tortoise LLC
Atlanta,
Georgia
|
$3.84M
|
+$110K
|
+5,679
|
+3%
|
|
|
95
|
MML Investors Services
Springfield,
Massachusetts
|
$3.82M
|
+$283K
|
+14,631
|
+8%
|
|
|
96
|
Avant Capital
Lafayette,
Louisiana
|
$3.82M
|
+$53K
|
+2,739
|
+1%
|
|
|
97
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.76M
|
-$48.3K
|
-2,496
|
-1%
|
|
|
98
|
CVA Family Office
Denver,
Colorado
|
$3.68M
|
+$464
|
+24
|
+0%
|
|
|
99
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.65M
|
-$6.21K
|
-321
|
-0.2%
|
|
|
100
|
R.W. Roge & Company
Bohemia,
New York
|
$3.57M
|
-$38.6K
|
-1,998
|
-1%
|
|
