|
301
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$2.58M
|
+$1.25M
|
+14,053
|
+76%
|
|
|
302
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.53M
|
+$900K
|
+10,074
|
+46%
|
|
|
303
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.52M
|
+$1.1M
|
+12,350
|
+64%
|
|
|
304
|
Boothbay Fund Management
New York
|
$2.51M
|
-$321K
|
-3,600
|
-10%
|
|
|
305
|
Peak Retirement Planning
Columbus,
Ohio
|
$2.51M
|
+$2.82M
|
+31,598
|
New
|
|
|
306
|
Guggenheim Capital
Chicago,
Illinois
|
$2.5M
|
+$78.1K
|
+875
|
+3%
|
|
|
307
|
WBH Advisory
Baltimore,
Maryland
|
$2.49M
|
-$75.4K
|
-844
|
-3%
|
|
|
308
|
Headlands Technologies
Chicago,
Illinois
|
$2.48M
|
+$2.79M
|
+31,269
|
New
|
|
|
309
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$2.45M
|
-$157K
|
-1,756
|
-5%
|
|
|
310
|
NWAM LLC
Mercer Island,
Washington
|
$2.44M
|
+$1.33M
|
+14,860
|
+94%
|
|
|
311
|
Holistic Planning
Nacogdoches,
Texas
|
$2.43M
|
+$525K
|
+5,878
|
+24%
|
|
|
312
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.4M
|
+$206K
|
+2,312
|
+8%
|
|
|
313
|
Fidelis Capital Partners
Tampa,
Florida
|
$2.38M
|
+$467K
|
+5,235
|
+21%
|
|
|
314
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.37M
|
+$184K
|
+2,060
|
+7%
|
|
|
315
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.36M
|
-$40.2K
|
-450
|
-1%
|
|
|
316
|
Steward Partners Investment Advisory
New York
|
$2.34M
|
-$326K
|
-3,647
|
-11%
|
|
|
317
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$2.33M
|
+$2.62M
|
+29,355
|
New
|
|
|
318
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$2.32M
|
–
|
–
|
–
|
|
|
319
|
Aspetuck Financial Management
Westport,
Connecticut
|
$2.31M
|
+$32.7K
|
+366
|
+1%
|
|
|
320
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$2.31M
|
+$2.59M
|
+29,058
|
New
|
|
|
321
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.31M
|
+$592K
|
+6,635
|
+30%
|
|
|
322
|
PDS Planning
Dublin,
Ohio
|
$2.29M
|
–
|
–
|
–
|
|
|
323
|
Macroview Investment Management
Bethesda,
Maryland
|
$2.23M
|
+$2.5M
|
+28,020
|
New
|
|
|
324
|
Q3 Asset Management
Birmingham,
Michigan
|
$2.22M
|
+$2.25M
|
+25,152
|
New
|
|
|
325
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$2.2M
|
-$520K
|
-5,826
|
-17%
|
|
