|
101
|
TFC Financial Management
Boston,
Massachusetts
|
$1.71M
|
+$95.5K
|
+1,870
|
+6%
|
|
|
102
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.66M
|
+$851K
|
+16,666
|
+105%
|
|
|
103
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.58M
|
-$120K
|
-2,350
|
-7%
|
|
|
104
|
Acima Private Wealth
Richmond,
Virginia
|
$1.58M
|
-$6.18K
|
-121
|
-0.4%
|
|
|
105
|
MML Investors Services
Springfield,
Massachusetts
|
$1.58M
|
+$116K
|
+2,273
|
+8%
|
|
|
106
|
Clarkston Capital Partners
Rochester,
Michigan
|
$1.53M
|
+$1.53M
|
+30,000
|
New
|
|
|
107
|
IFG Advisory
Atlanta,
Georgia
|
$1.51M
|
+$460
|
+9
|
+0%
|
|
|
108
|
CFO4Life Group
Coppell,
Texas
|
$1.46M
|
+$681K
|
+13,336
|
+87%
|
|
|
109
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.44M
|
+$1.43M
|
+28,104
|
New
|
|
|
110
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.42M
|
-$410K
|
-8,033
|
-22%
|
|
|
111
|
Collective Family Office
York,
Pennsylvania
|
$1.42M
|
-$661K
|
-12,942
|
-32%
|
|
|
112
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.41M
|
+$180K
|
+3,529
|
+15%
|
|
|
113
|
Opes Wealth Management
Menlo Park,
California
|
$1.41M
|
+$911K
|
+17,839
|
+184%
|
|
|
114
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.38M
|
–
|
–
|
–
|
|
|
115
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.33M
|
-$143K
|
-2,795
|
-10%
|
|
|
116
|
Truist Financial
Charlotte,
North Carolina
|
$1.32M
|
-$150K
|
-2,947
|
-10%
|
|
|
117
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.29M
|
+$389K
|
+7,626
|
+43%
|
|
|
118
|
Colony Group
Boston,
Massachusetts
|
$1.28M
|
+$255K
|
+5,000
|
+25%
|
|
|
119
|
|
$1.23M
|
+$219K
|
+4,295
|
+22%
|
|
|
120
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.22M
|
-$3.38M
|
-66,234
|
-74%
|
|
|
121
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.14M
|
+$10.2K
|
+200
|
+0.9%
|
|
|
122
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.14M
|
+$1.14M
|
+22,280
|
New
|
|
|
123
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.11M
|
-$315K
|
-6,160
|
-22%
|
|
|
124
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.09M
|
+$194K
|
+3,808
|
+22%
|
|
|
125
|
Flow Traders U.S.
New York
|
$1.08M
|
-$9M
|
-176,321
|
-89%
|
|
