|
101
|
Retirement Capital Strategies
San Jose,
California
|
$17.3M
|
+$16.6M
|
+375,300
|
New
|
|
|
102
|
HighTower Advisors
Chicago,
Illinois
|
$17.1M
|
-$288K
|
-6,526
|
-2%
|
|
|
103
|
Financial Life Advisors
San Antonio,
Texas
|
$16.7M
|
-$1.95M
|
-44,150
|
-11%
|
|
|
104
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.7M
|
-$1.87M
|
-42,353
|
-10%
|
|
|
105
|
D.A. Davidson & Co
Great Falls,
Montana
|
$16.3M
|
-$201K
|
-4,546
|
-1%
|
|
|
106
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$15.7M
|
-$1.92M
|
-43,537
|
-11%
|
|
|
107
|
Stokes Family Office
New Orleans,
Louisiana
|
$15.2M
|
-$5.44M
|
-123,114
|
-27%
|
|
|
108
|
Spire Wealth Management
Mclean,
Virginia
|
$15.2M
|
-$386K
|
-8,730
|
-3%
|
|
|
109
|
Strategic Blueprint
Atlanta,
Georgia
|
$15.2M
|
+$2.8M
|
+63,358
|
+24%
|
|
|
110
|
RFG Advisory
Birmingham,
Alabama
|
$15.1M
|
-$968K
|
-21,909
|
-6%
|
|
|
111
|
Wealth Alliance
Mellville,
New York
|
$14.9M
|
+$76.5K
|
+1,731
|
+0.5%
|
|
|
112
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$14.8M
|
+$14.2M
|
+321,773
|
New
|
|
|
113
|
9258 Wealth Management
Blue Ash,
Ohio
|
$14.6M
|
+$812K
|
+18,361
|
+6%
|
|
|
114
|
Opes Wealth Management
Menlo Park,
California
|
$14.4M
|
+$232K
|
+5,257
|
+2%
|
|
|
115
|
Merit Financial Group
Alpharetta,
Georgia
|
$13.8M
|
-$5.64M
|
-127,521
|
-30%
|
|
|
116
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$13.7M
|
+$3.74M
|
+84,724
|
+40%
|
|
|
117
|
One Wealth Advisors
San Francisco,
California
|
$13.2M
|
+$106K
|
+2,408
|
+0.9%
|
|
|
118
|
True Vision MN
Woodbury,
Minnesota
|
$12.9M
|
+$12.4M
|
+280,764
|
New
|
|
|
119
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$12.9M
|
+$2.71M
|
+61,218
|
+28%
|
|
|
120
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$12.4M
|
+$347K
|
+7,862
|
+3%
|
|
|
121
|
Regal Investment Advisors
Kentwood,
Michigan
|
$12.2M
|
-$889K
|
-20,103
|
-7%
|
|
|
122
|
Financial Advocates Investment Management
Olympia,
Washington
|
$12M
|
+$1.4M
|
+31,723
|
+67%
|
|
|
123
|
Liberty Wealth Management
Oakland,
California
|
$12M
|
-$1.09M
|
-24,638
|
-9%
|
|
|
124
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$11.7M
|
+$269K
|
+6,092
|
+2%
|
|
|
125
|
Trust Point Inc
La Crosse,
Wisconsin
|
$11.7M
|
+$11.2M
|
+253,221
|
New
|
|
