|
101
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$6.64M
|
+$199K
|
+3,413
|
+3%
|
|
|
102
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.55M
|
+$218K
|
+3,740
|
+3%
|
|
|
103
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$6.36M
|
+$445K
|
+7,620
|
+7%
|
|
|
104
|
Running Point Capital Advisors
El Segundo,
California
|
$6.23M
|
+$273K
|
+4,668
|
+4%
|
|
|
105
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$6.04M
|
+$6.25M
|
+107,039
|
New
|
|
|
106
|
Able Wealth Management
Toms River,
New Jersey
|
$6.01M
|
+$662K
|
+11,338
|
+12%
|
|
|
107
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$5.8M
|
-$17.4K
|
-298
|
-0.3%
|
|
|
108
|
Weil Company
San Diego,
California
|
$5.74M
|
+$2.38M
|
+40,677
|
+67%
|
|
|
109
|
Novem Group
Rochester,
New York
|
$5.72M
|
-$255K
|
-4,369
|
-4%
|
|
|
110
|
Blue Trust Inc
Alpharetta,
Georgia
|
$5.4M
|
-$525K
|
-8,981
|
-9%
|
|
|
111
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$5.25M
|
+$336K
|
+5,759
|
+7%
|
|
|
112
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.25M
|
-$596K
|
-10,202
|
-10%
|
|
|
113
|
Golden State Wealth Management
Santa Ana,
California
|
$5.23M
|
+$370K
|
+6,336
|
+7%
|
|
|
114
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$5.07M
|
+$150K
|
+2,570
|
+3%
|
|
|
115
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.97M
|
+$305K
|
+5,222
|
+6%
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$4.88M
|
+$1.49M
|
+25,543
|
+42%
|
|
|
117
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.84M
|
-$177K
|
-3,031
|
-3%
|
|
|
118
|
FDx Advisors
Chicago,
Illinois
|
$4.29M
|
-$284K
|
-4,870
|
-6%
|
|
|
119
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.25M
|
+$856K
|
+14,658
|
+24%
|
|
|
120
|
Burton Enright Welch
Walnut Creek,
California
|
$4.23M
|
+$1.01M
|
+17,338
|
+30%
|
|
|
121
|
Tableaux
Stockbridge,
Massachusetts
|
$4.23M
|
+$647K
|
+11,085
|
+17%
|
|
|
122
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$4.21M
|
-$416K
|
-7,119
|
-9%
|
|
|
123
|
|
$4.17M
|
-$5.23M
|
-89,459
|
-55%
|
|
|
124
|
Fulcrum Capital
Seattle,
Washington
|
$4.16M
|
+$135K
|
+2,317
|
+3%
|
|
|
125
|
GoalVest Advisory
New York
|
$4.05M
|
-$3.19M
|
-54,687
|
-43%
|
|
