|
101
|
Steele Capital Management
Dubuque,
Iowa
|
$8.72M
|
-$37.4K
|
-554
|
-0.4%
|
|
|
102
|
TownSquare Capital
Provo,
Utah
|
$8.6M
|
+$447K
|
+6,630
|
+5%
|
|
|
103
|
Squire Investment Management Company
Orem,
Utah
|
$8.54M
|
+$1.28M
|
+19,010
|
+17%
|
|
|
104
|
Steward Partners Investment Advisory
New York
|
$8.49M
|
-$116K
|
-1,722
|
-1%
|
|
|
105
|
Heritage Financial Services
Westwood,
Massachusetts
|
$8.29M
|
+$66.1K
|
+979
|
+0.8%
|
|
|
106
|
Brown Wealth Management
Naperville,
Illinois
|
$8.22M
|
+$497K
|
+7,371
|
+6%
|
|
|
107
|
Modern Wealth Management
Lenexa,
Kansas
|
$8.03M
|
+$1.64M
|
+24,307
|
+24%
|
|
|
108
|
Bremer Bank National Association
St Paul,
Minnesota
|
$7.93M
|
+$222K
|
+3,293
|
+3%
|
|
|
109
|
Running Point Capital Advisors
El Segundo,
California
|
$7.92M
|
+$1.4M
|
+20,726
|
+20%
|
|
|
110
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$7.89M
|
–
|
–
|
–
|
|
|
111
|
Heritage Investment Group
Pompano Beach,
Florida
|
$7.76M
|
+$994K
|
+14,730
|
+14%
|
|
|
112
|
New England Asset Management
Farmington,
Connecticut
|
$7.57M
|
–
|
–
|
–
|
|
|
113
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.47M
|
+$39.3K
|
+583
|
+0.5%
|
|
|
114
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$7.46M
|
+$325K
|
+4,817
|
+4%
|
|
|
115
|
Family Wealth Partners
Matthews,
North Carolina
|
$7.29M
|
+$1.58M
|
+23,456
|
+26%
|
|
|
116
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$7.19M
|
+$191K
|
+2,832
|
+3%
|
|
|
117
|
Geneos Wealth Management
Englewood,
Colorado
|
$7M
|
+$289K
|
+4,281
|
+4%
|
|
|
118
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.87M
|
-$84.8K
|
-1,256
|
-1%
|
|
|
119
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$6.56M
|
+$6.86M
|
+101,704
|
New
|
|
|
120
|
Perigon Wealth Management
San Francisco,
California
|
$6.26M
|
+$976K
|
+14,463
|
+18%
|
|
|
121
|
Simplicity Wealth
Summit,
New Jersey
|
$6.22M
|
-$385K
|
-5,703
|
-6%
|
|
|
122
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$6.06M
|
-$16.5K
|
-245
|
-0.3%
|
|
|
123
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.9M
|
+$210K
|
+3,114
|
+4%
|
|
|
124
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$5.89M
|
+$6.17M
|
+91,372
|
New
|
|
|
125
|
Avantax Advisory Services
Dallas,
Texas
|
$5.8M
|
+$297K
|
+4,407
|
+5%
|
|
