|
101
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.2M
|
-$2.12M
|
-16,928
|
-26%
|
|
|
102
|
Amara Financial
San Francisco,
California
|
$6.17M
|
+$183K
|
+1,457
|
+3%
|
|
|
103
|
Planning Directions
Glen Mills,
Pennsylvania
|
$6.16M
|
-$6.02K
|
-48
|
-0.1%
|
|
|
104
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.08M
|
-$65.3K
|
-521
|
-1%
|
|
|
105
|
PFG Private Wealth Management
Lutz,
Florida
|
$5.74M
|
+$91.8K
|
+732
|
+2%
|
|
|
106
|
Mariner
Overland Park,
Kansas
|
$5.41M
|
+$1.1M
|
+8,763
|
+27%
|
|
|
107
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$5.36M
|
+$1.26M
|
+10,016
|
+32%
|
|
|
108
|
Atria Investments
Charlotte,
North Carolina
|
$5.33M
|
+$795K
|
+6,338
|
+18%
|
|
|
109
|
Resolute Advisors
San Francisco,
California
|
$5.2M
|
–
|
–
|
–
|
|
|
110
|
WesBanco Bank
Wheeling,
West Virginia
|
$5.06M
|
+$24.8K
|
+198
|
+0.5%
|
|
|
111
|
Holt Capital Partners
Fort Worth,
Texas
|
$4.99M
|
-$73.4K
|
-585
|
-2%
|
|
|
112
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$4.96M
|
+$2.32M
|
+18,522
|
+96%
|
|
|
113
|
Mutual Advisors
Omaha,
Nebraska
|
$4.93M
|
+$61.1K
|
+487
|
+1%
|
|
|
114
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.84M
|
-$26.3K
|
-210
|
-0.6%
|
|
|
115
|
Westwood Holdings Group
Dallas,
Texas
|
$4.78M
|
+$75.2K
|
+600
|
+2%
|
|
|
116
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.6M
|
-$280K
|
-2,230
|
-6%
|
|
|
117
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.59M
|
+$2.27M
|
+18,073
|
+107%
|
|
|
118
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.56M
|
+$32K
|
+255
|
+0.7%
|
|
|
119
|
Richard P. Slaughter Associates
Austin,
Texas
|
$4.55M
|
+$1.08M
|
+8,608
|
+33%
|
|
|
120
|
Centaurus Financial
Anaheim,
California
|
$4.54M
|
+$102K
|
+810
|
+2%
|
|
|
121
|
Avant Capital
Lafayette,
Louisiana
|
$4.54M
|
+$1.38K
|
+11
|
+0%
|
|
|
122
|
Colorado Capital Management
Boulder,
Colorado
|
$4.49M
|
+$569K
|
+4,534
|
+15%
|
|
|
123
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$4.36M
|
-$265K
|
-2,113
|
-6%
|
|
|
124
|
Breakwater Investment Management
Seattle,
Washington
|
$4.23M
|
-$83.4K
|
-665
|
-2%
|
|
|
125
|
Lido Advisors
Los Angeles,
California
|
$3.97M
|
+$2.09M
|
+16,683
|
+123%
|
|
