|
101
|
Manuka Financial
Richmond,
Virginia
|
$15.1M
|
+$10.1M
|
+138,207
|
+241%
|
|
|
102
|
Choreo LLC
Rockford,
Illinois
|
$15M
|
-$927K
|
-12,699
|
-6%
|
|
|
103
|
HB Wealth Management
Atlanta,
Georgia
|
$14.9M
|
-$1.52M
|
-20,751
|
-10%
|
|
|
104
|
|
$14.8M
|
+$81.3K
|
+1,113
|
+0.6%
|
|
|
105
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$14.7M
|
-$219K
|
-2,999
|
-2%
|
|
|
106
|
Finley Financial
Las Vegas,
Nevada
|
$14.6M
|
+$616K
|
+8,431
|
+5%
|
|
|
107
|
Angeles Wealth Management
Santa Monica,
California
|
$14.6M
|
-$266K
|
-3,644
|
-2%
|
|
|
108
|
Private Advisor Group
Morristown,
New Jersey
|
$14.5M
|
+$1.13M
|
+15,526
|
+9%
|
|
|
109
|
AssetMark Inc
Concord,
California
|
$14.2M
|
+$12.3M
|
+167,966
|
+501%
|
|
|
110
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$14M
|
+$65.2K
|
+893
|
+0.5%
|
|
|
111
|
TD Capital Management
Memphis,
Tennessee
|
$13.8M
|
-$367K
|
-5,028
|
-3%
|
|
|
112
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$13.3M
|
+$291K
|
+3,979
|
+2%
|
|
|
113
|
RFP Financial Group
Atlanta,
Georgia
|
$12.8M
|
-$251K
|
-3,435
|
-2%
|
|
|
114
|
Forum Private Client Group
Fishers,
Indiana
|
$12.7M
|
+$20.4K
|
+280
|
+0.2%
|
|
|
115
|
Howland Capital Management
Boston,
Massachusetts
|
$12.4M
|
-$390K
|
-5,339
|
-3%
|
|
|
116
|
Bank of New York Mellon
New York
|
$12.4M
|
+$715K
|
+9,799
|
+7%
|
|
|
117
|
Global Retirement Partners
San Rafael,
California
|
$12.3M
|
+$11.7M
|
+159,640
|
New
|
|
|
118
|
Vicus Capital
State College,
Pennsylvania
|
$12.3M
|
+$9.87M
|
+135,198
|
+574%
|
|
|
119
|
KeyBank National Association
Cleveland,
Ohio
|
$12.2M
|
+$213K
|
+2,919
|
+2%
|
|
|
120
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$12.2M
|
+$803K
|
+11,004
|
+7%
|
|
|
121
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$12.2M
|
+$918K
|
+12,579
|
+9%
|
|
|
122
|
Verus Financial Partners
Richmond,
Virginia
|
$12.1M
|
-$163K
|
-2,229
|
-1%
|
|
|
123
|
Edge Financial Advisors
Wheaton,
Illinois
|
$11.9M
|
-$338K
|
-4,626
|
-3%
|
|
|
124
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$11.8M
|
+$3.02M
|
+41,321
|
+37%
|
|
|
125
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$11.8M
|
+$11.1M
|
+152,085
|
New
|
|
