|
101
|
R.W. Roge & Company
Bohemia,
New York
|
$8.48M
|
-$826K
|
-12,176
|
-9%
|
|
|
102
|
New England Asset Management
Farmington,
Connecticut
|
$8.32M
|
–
|
–
|
–
|
|
|
103
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.16M
|
+$87.8K
|
+1,295
|
+1%
|
|
|
104
|
Squire Investment Management Company
Orem,
Utah
|
$8.04M
|
+$386K
|
+5,684
|
+5%
|
|
|
105
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$7.85M
|
+$299K
|
+4,404
|
+4%
|
|
|
106
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$7.69M
|
+$193K
|
+2,839
|
+3%
|
|
|
107
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.63M
|
-$110K
|
-1,617
|
-1%
|
|
|
108
|
Heritage Investment Group
Pompano Beach,
Florida
|
$7.48M
|
+$704K
|
+10,383
|
+11%
|
|
|
109
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.39M
|
+$7.08M
|
+104,319
|
New
|
|
|
110
|
Simplicity Wealth
Summit,
New Jersey
|
$7.24M
|
+$128K
|
+1,887
|
+2%
|
|
|
111
|
Running Point Capital Advisors
El Segundo,
California
|
$7.23M
|
-$22.3K
|
-329
|
-0.3%
|
|
|
112
|
Modern Wealth Management
Lenexa,
Kansas
|
$7.1M
|
+$2.88M
|
+42,388
|
+73%
|
|
|
113
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.06M
|
-$739K
|
-10,891
|
-10%
|
|
|
114
|
Old Mission Capital
Chicago,
Illinois
|
$6.78M
|
+$6.23M
|
+91,881
|
+2,427%
|
|
|
115
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$6.68M
|
+$6.39M
|
+94,276
|
New
|
|
|
116
|
Family Wealth Partners
Matthews,
North Carolina
|
$6.35M
|
+$149K
|
+2,201
|
+3%
|
|
|
117
|
Kickstand Ventures
Pittsford,
New York
|
$6.31M
|
+$112K
|
+1,652
|
+2%
|
|
|
118
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.26M
|
-$75.8K
|
-1,118
|
-1%
|
|
|
119
|
Avantax Advisory Services
Dallas,
Texas
|
$6.06M
|
-$120K
|
-1,765
|
-2%
|
|
|
120
|
Allworth Financial
Folsom,
California
|
$5.9M
|
-$1.28M
|
-18,927
|
-19%
|
|
|
121
|
Perigon Wealth Management
San Francisco,
California
|
$5.79M
|
+$368K
|
+5,423
|
+7%
|
|
|
122
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$5.59M
|
-$108K
|
-1,591
|
-2%
|
|
|
123
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$5.58M
|
+$3.26K
|
+48
|
+0.1%
|
|
|
124
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$5.56M
|
-$641K
|
-9,454
|
-11%
|
|
|
125
|
Cantor Fitzgerald Investment Advisors
New York
|
$5.55M
|
+$712K
|
+10,494
|
+15%
|
|
