|
101
|
55I LLC
Boston,
Massachusetts
|
$6.8M
|
+$2.26M
|
+40,592
|
+44%
|
|
|
102
|
Graypoint LLC
Albany,
New York
|
$6.76M
|
+$7.34M
|
+131,950
|
New
|
|
|
103
|
Sandy Spring Bank
Olney,
Maryland
|
$6.75M
|
+$2.03M
|
+36,498
|
+38%
|
|
|
104
|
Prospera Financial Services
Dallas,
Texas
|
$6.7M
|
-$12.9M
|
-231,913
|
-64%
|
|
|
105
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.56M
|
+$6.57M
|
+118,045
|
New
|
|
|
106
|
Beta Wealth Group
San Diego,
California
|
$6.45M
|
+$3.23K
|
+58
|
+0%
|
|
|
107
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$6.45M
|
+$837K
|
+15,034
|
+14%
|
|
|
108
|
IFP Advisors
Tampa,
Florida
|
$6.4M
|
+$1.6M
|
+28,687
|
+29%
|
|
|
109
|
Sage Advisory Services
Austin,
Texas
|
$6.34M
|
+$581K
|
+10,445
|
+9%
|
|
|
110
|
Trinity Legacy Partners
Houston,
Texas
|
$6.33M
|
+$6.87M
|
+123,466
|
New
|
|
|
111
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$6.23M
|
+$2.45M
|
+44,067
|
+57%
|
|
|
112
|
Stephens Inc
Little Rock,
Arkansas
|
$6.21M
|
+$3.23M
|
+58,004
|
+92%
|
|
|
113
|
CVA Family Office
Denver,
Colorado
|
$6.21M
|
+$5.76M
|
+103,490
|
+581%
|
|
|
114
|
Brown Advisory
Baltimore,
Maryland
|
$6.19M
|
-$109K
|
-1,951
|
-2%
|
|
|
115
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.13M
|
+$892K
|
+16,020
|
+15%
|
|
|
116
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.89M
|
-$548K
|
-9,839
|
-8%
|
|
|
117
|
PFG Advisors
Phoenix,
Arizona
|
$5.71M
|
+$4M
|
+71,904
|
+182%
|
|
|
118
|
Investment Advisory Services
The Woodlands,
Texas
|
$5.68M
|
+$1.45M
|
+25,998
|
+31%
|
|
|
119
|
MGO One Seven
Beachwood,
Ohio
|
$5.56M
|
+$246K
|
+4,419
|
+4%
|
|
|
120
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.52M
|
+$89.5K
|
+1,609
|
+2%
|
|
|
121
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$5.51M
|
+$4.62K
|
+83
|
+0.1%
|
|
|
122
|
Fagan Associates
Troy,
New York
|
$5.46M
|
+$656K
|
+11,784
|
+12%
|
|
|
123
|
Westshore Wealth
Newport Beach,
California
|
$5.42M
|
+$531K
|
+9,534
|
+10%
|
|
|
124
|
SFMG Wealth Advisors
Plano,
Texas
|
$5.36M
|
+$2.89M
|
+52,013
|
+97%
|
|
|
125
|
Cooper Financial Group
Irvine,
California
|
$5.34M
|
+$2.45M
|
+44,070
|
+73%
|
|
