|
126
|
Security Financial Services
Fort Wayne,
Indiana
|
$9.5M
|
+$4.75M
|
+200,489
|
+92%
|
|
|
127
|
Family Capital Trust
Peabody,
Massachusetts
|
$8.94M
|
+$680K
|
+28,689
|
+8%
|
|
|
128
|
Cetera Advisors
Denver,
Colorado
|
$8.94M
|
+$1.27M
|
+53,666
|
+16%
|
|
|
129
|
Summit X LLC
Chesterfield,
Missouri
|
$8.75M
|
+$5.78M
|
+243,811
|
+173%
|
|
|
130
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$8.46M
|
+$8.8M
|
+371,643
|
New
|
|
|
131
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$8.36M
|
–
|
–
|
–
|
|
|
132
|
Copperleaf Capital
Raleigh,
North Carolina
|
$8.12M
|
+$1.14M
|
+48,272
|
+16%
|
|
|
133
|
Hobart Private Capital
Charlotte,
North Carolina
|
$8M
|
-$1.7M
|
-71,956
|
-17%
|
|
|
134
|
Clearview Wealth Advisors
Salem,
Oregon
|
$7.87M
|
+$976K
|
+41,202
|
+14%
|
|
|
135
|
SigFig Wealth Management
San Francisco,
California
|
$7.74M
|
+$2.62M
|
+110,679
|
+36%
|
|
|
136
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.68M
|
+$140K
|
+5,907
|
+2%
|
|
|
137
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.67M
|
-$2.65M
|
-111,839
|
-25%
|
|
|
138
|
Montecito Bank & Trust
Santa Barbara,
California
|
$7.66M
|
-$1.03M
|
-43,593
|
-11%
|
|
|
139
|
Donoghue Forlines
Boston,
Massachusetts
|
$7.55M
|
+$1.29M
|
+54,657
|
+20%
|
|
|
140
|
SWMG LLC
Fort Worth,
Texas
|
$7.54M
|
+$7.85M
|
+331,186
|
New
|
|
|
141
|
PFG Advisors
Phoenix,
Arizona
|
$7.34M
|
+$1.49M
|
+62,820
|
+24%
|
|
|
142
|
Columbia Trust
Portland,
Oregon
|
$7.05M
|
+$1.22M
|
+51,415
|
+20%
|
|
|
143
|
UBP Investment Advisors
Geneva,
Switzerland
|
$7M
|
-$1.47M
|
-62,152
|
-17%
|
|
|
144
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$6.95M
|
-$785K
|
-33,145
|
-10%
|
|
|
145
|
Strategic Blueprint
Atlanta,
Georgia
|
$6.92M
|
+$711K
|
+30,001
|
+11%
|
|
|
146
|
Cypress Wealth Services
Palm Desert,
California
|
$6.89M
|
+$1.5M
|
+63,134
|
+26%
|
|
|
147
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$6.72M
|
+$1.28M
|
+54,182
|
+22%
|
|
|
148
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$6.7M
|
+$94.1K
|
+3,971
|
+1%
|
|
|
149
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.62M
|
+$1.04M
|
+43,943
|
+18%
|
|
|
150
|
4J Wealth Management
Alexandria,
Virginia
|
$6.62M
|
+$197K
|
+8,326
|
+3%
|
|
