|
101
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.44M
|
-$241K
|
-3,277
|
-5%
|
|
|
102
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$4.3M
|
-$907K
|
-12,341
|
-17%
|
|
|
103
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.27M
|
+$1.12M
|
+15,177
|
+33%
|
|
|
104
|
Purus Wealth Management
Newport Beach,
California
|
$4.2M
|
-$11.4K
|
-155
|
-0.3%
|
|
|
105
|
US Bancorp
Minneapolis,
Minnesota
|
$4.19M
|
+$792K
|
+10,768
|
+22%
|
|
|
106
|
Moneywise Inc
Forest,
Virginia
|
$4.02M
|
-$220K
|
-2,987
|
-5%
|
|
|
107
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$4.01M
|
+$975K
|
+13,261
|
+30%
|
|
|
108
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.88M
|
+$4.04M
|
+54,887
|
New
|
|
|
109
|
IHT Wealth Management
Chicago,
Illinois
|
$3.68M
|
-$283K
|
-3,843
|
-7%
|
|
|
110
|
MGO One Seven
Beachwood,
Ohio
|
$3.65M
|
-$406K
|
-5,524
|
-10%
|
|
|
111
|
Retirement Guys Formula
Maumee,
Ohio
|
$3.65M
|
-$168K
|
-2,281
|
-4%
|
|
|
112
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.64M
|
+$97.1K
|
+1,321
|
+3%
|
|
|
113
|
|
$3.63M
|
-$624K
|
-8,483
|
-14%
|
|
|
114
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$3.48M
|
+$139K
|
+1,897
|
+4%
|
|
|
115
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$3.46M
|
–
|
–
|
–
|
|
|
116
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.37M
|
-$57.9K
|
-787
|
-2%
|
|
|
117
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.37M
|
+$585K
|
+7,959
|
+20%
|
|
|
118
|
Bickling Financial Services
Lexington,
Massachusetts
|
$3.33M
|
-$90.9K
|
-1,236
|
-3%
|
|
|
119
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.26M
|
+$96.2K
|
+1,308
|
+3%
|
|
|
120
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.18M
|
-$408K
|
-5,550
|
-11%
|
|
|
121
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.15M
|
+$3.31M
|
+44,990
|
New
|
|
|
122
|
Essex Financial Services
Essex,
Connecticut
|
$3.11M
|
+$120K
|
+1,637
|
+4%
|
|
|
123
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.09M
|
-$62.9K
|
-856
|
-2%
|
|
|
124
|
Cozad Asset Management
Champaign,
Illinois
|
$3.09M
|
+$75.4K
|
+1,025
|
+2%
|
|
|
125
|
Fermata Advisors
Sonoma,
California
|
$3.09M
|
+$3.25M
|
+44,154
|
New
|
|
