|
101
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.33M
|
-$27.2K
|
-1,233
|
-0.4%
|
|
|
102
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$6.25M
|
+$843K
|
+38,256
|
+16%
|
|
|
103
|
AA Financial Advisors
Columbus,
Ohio
|
$6.19M
|
-$89.8K
|
-4,074
|
-1%
|
|
|
104
|
MML Investors Services
Springfield,
Massachusetts
|
$6.1M
|
+$669K
|
+30,336
|
+12%
|
|
|
105
|
Rollins Financial Advisors
New York City,
New York
|
$6.01M
|
+$369K
|
+16,755
|
+7%
|
|
|
106
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$5.98M
|
+$274K
|
+12,408
|
+5%
|
|
|
107
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.92M
|
+$261K
|
+11,859
|
+5%
|
|
|
108
|
Leavell Investment Management
Mobile,
Alabama
|
$5.85M
|
+$22.1K
|
+1,002
|
+0.4%
|
|
|
109
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$5.68M
|
–
|
–
|
–
|
|
|
110
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$5.6M
|
+$3.77M
|
+170,871
|
+213%
|
|
|
111
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$5.4M
|
+$131K
|
+5,964
|
+3%
|
|
|
112
|
Principal Securities
Des Moines,
Iowa
|
$5.23M
|
+$636K
|
+28,842
|
+14%
|
|
|
113
|
Capasso Planning Partners
Charleston,
South Carolina
|
$5.15M
|
+$4.86M
|
+220,254
|
+2,136%
|
|
|
114
|
Fidelity Investments
Boston,
Massachusetts
|
$4.92M
|
+$1.01M
|
+45,624
|
+26%
|
|
|
115
|
Red Tortoise LLC
Atlanta,
Georgia
|
$4.91M
|
-$66
|
-3
|
-0%
|
|
|
116
|
Mercer Global Advisors
Denver,
Colorado
|
$4.9M
|
+$501K
|
+22,737
|
+12%
|
|
|
117
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.79M
|
+$3.21M
|
+145,686
|
+212%
|
|
|
118
|
Darrow Company
Needham,
Massachusetts
|
$4.72M
|
-$32.7K
|
-1,482
|
-0.7%
|
|
|
119
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$4.58M
|
-$637K
|
-28,887
|
-12%
|
|
|
120
|
CVA Family Office
Denver,
Colorado
|
$4.58M
|
–
|
–
|
–
|
|
|
121
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.57M
|
-$249K
|
-11,286
|
-5%
|
|
|
122
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.47M
|
+$253K
|
+11,496
|
+6%
|
|
|
123
|
Collective Family Office
York,
Pennsylvania
|
$4.43M
|
+$261K
|
+11,820
|
+6%
|
|
|
124
|
Foguth Wealth Management
Brighton,
Michigan
|
$4.43M
|
+$798K
|
+36,207
|
+22%
|
|
|
125
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$4.4M
|
-$24.5K
|
-1,113
|
-0.6%
|
|
