|
126
|
Sierra Ocean
Ripon,
California
|
$11.4M
|
+$386K
|
+8,122
|
+4%
|
|
|
127
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$11.4M
|
+$333K
|
+6,995
|
+3%
|
|
|
128
|
Atria Investments
Charlotte,
North Carolina
|
$11.3M
|
+$11.4M
|
+238,578
|
New
|
|
|
129
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$11.3M
|
+$280K
|
+5,876
|
+3%
|
|
|
130
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$11.1M
|
+$2.46M
|
+51,677
|
+28%
|
|
|
131
|
Clarity Wealth Advisors
San Jose,
California
|
$10.6M
|
+$1.56M
|
+32,750
|
+17%
|
|
|
132
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$10.5M
|
+$4.11M
|
+86,417
|
+64%
|
|
|
133
|
Blume Capital Management
Berkeley,
California
|
$10.3M
|
+$7.97M
|
+167,526
|
+328%
|
|
|
134
|
Floyd Financial Group
Springfield,
Missouri
|
$10.3M
|
+$217K
|
+4,554
|
+2%
|
|
|
135
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.2M
|
-$119K
|
-2,501
|
-1%
|
|
|
136
|
Steward Partners Investment Advisory
New York
|
$9.99M
|
+$394K
|
+8,274
|
+4%
|
|
|
137
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$9.72M
|
+$398K
|
+8,357
|
+4%
|
|
|
138
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$9.72M
|
+$855K
|
+17,965
|
+10%
|
|
|
139
|
Perigon Wealth Management
San Francisco,
California
|
$9.68M
|
+$417K
|
+8,771
|
+4%
|
|
|
140
|
Greenbush Financial Group
Albany,
New York
|
$9.64M
|
+$1.03M
|
+21,597
|
+12%
|
|
|
141
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.46M
|
+$9.5M
|
+199,752
|
New
|
|
|
142
|
Financially in Tune
Stoneham,
Massachusetts
|
$9.46M
|
+$9.5M
|
+199,702
|
New
|
|
|
143
|
Philip James Wealth Mangement
Milton,
Georgia
|
$9.3M
|
-$136K
|
-2,850
|
-1%
|
|
|
144
|
Trademark Financial Management
Bloomington,
Minnesota
|
$9.03M
|
+$103K
|
+2,160
|
+1%
|
|
|
145
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$8.8M
|
-$6.67M
|
-140,283
|
-43%
|
|
|
146
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.68M
|
+$1.75M
|
+36,723
|
+25%
|
|
|
147
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$8.57M
|
+$1.06M
|
+22,197
|
+14%
|
|
|
148
|
WBH Advisory
Baltimore,
Maryland
|
$8.56M
|
+$825K
|
+17,343
|
+11%
|
|
|
149
|
Landmark Wealth Management (New York)
Melville,
New York
|
$8.44M
|
+$445K
|
+9,360
|
+6%
|
|
|
150
|
Trivium Point Advisory
Westport,
Connecticut
|
$8.35M
|
+$247K
|
+5,192
|
+3%
|
|
