|
101
|
Squire Investment Management Company
Orem,
Utah
|
$7.08M
|
+$1.29M
|
+19,463
|
+22%
|
|
|
102
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$6.99M
|
+$249K
|
+3,739
|
+4%
|
|
|
103
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$6.94M
|
+$234K
|
+3,511
|
+3%
|
|
|
104
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$6.89M
|
+$230K
|
+3,456
|
+3%
|
|
|
105
|
Allworth Financial
Folsom,
California
|
$6.84M
|
-$276K
|
-4,146
|
-4%
|
|
|
106
|
Running Point Capital Advisors
El Segundo,
California
|
$6.72M
|
+$289K
|
+4,342
|
+4%
|
|
|
107
|
Veery Capital
Wilmington,
Delaware
|
$6.6M
|
+$1.16M
|
+17,367
|
+21%
|
|
|
108
|
Simplicity Wealth
Summit,
New Jersey
|
$6.58M
|
+$1.31M
|
+19,622
|
+24%
|
|
|
109
|
Heritage Investment Group
Pompano Beach,
Florida
|
$6.25M
|
+$696K
|
+10,456
|
+12%
|
|
|
110
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6.11M
|
+$68.7K
|
+1,033
|
+1%
|
|
|
111
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.88M
|
+$354K
|
+5,325
|
+6%
|
|
|
112
|
Kickstand Ventures
Pittsford,
New York
|
$5.74M
|
-$2.46M
|
-36,946
|
-30%
|
|
|
113
|
Family Wealth Partners
Matthews,
North Carolina
|
$5.74M
|
+$759K
|
+11,414
|
+15%
|
|
|
114
|
Avantax Advisory Services
Dallas,
Texas
|
$5.73M
|
+$103K
|
+1,551
|
+2%
|
|
|
115
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$5.29M
|
-$114K
|
-1,718
|
-2%
|
|
|
116
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$5.17M
|
-$42.7K
|
-642
|
-0.8%
|
|
|
117
|
Perigon Wealth Management
San Francisco,
California
|
$5.01M
|
+$367K
|
+5,511
|
+8%
|
|
|
118
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$4.92M
|
+$615K
|
+9,250
|
+14%
|
|
|
119
|
Financial Counselors Inc
Overland Park,
Kansas
|
$4.83M
|
-$3.33K
|
-50
|
-0.1%
|
|
|
120
|
Private Advisor Group
Morristown,
New Jersey
|
$4.78M
|
+$990K
|
+14,877
|
+26%
|
|
|
121
|
MBA Advisors
Hermitage,
Pennsylvania
|
$4.72M
|
+$73.2K
|
+1,100
|
+2%
|
|
|
122
|
Cantor Fitzgerald Investment Advisors
New York
|
$4.46M
|
-$233K
|
-3,502
|
-5%
|
|
|
123
|
|
$4.41M
|
–
|
–
|
–
|
|
|
124
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.17M
|
+$91.3K
|
+1,372
|
+2%
|
|
|
125
|
Elevate Wealth Advisory
Athens,
Georgia
|
$4.15M
|
+$481K
|
+7,224
|
+13%
|
|
