|
101
|
Mariner
Overland Park,
Kansas
|
$6.11M
|
+$414K
|
+3,098
|
+8%
|
|
|
102
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$6.06M
|
+$837K
|
+6,254
|
+17%
|
|
|
103
|
Planning Directions
Glen Mills,
Pennsylvania
|
$6.04M
|
-$414K
|
-3,098
|
-7%
|
|
|
104
|
LifeWealth Investments
Winter Garden,
Florida
|
$5.95M
|
+$148K
|
+1,107
|
+3%
|
|
|
105
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.94M
|
-$547K
|
-4,086
|
-9%
|
|
|
106
|
Veridan Wealth
West Linn,
Oregon
|
$5.82M
|
+$5.65M
|
+42,247
|
New
|
|
|
107
|
MGO One Seven
Beachwood,
Ohio
|
$5.81M
|
+$4.73M
|
+35,372
|
+518%
|
|
|
108
|
Trademark Financial Management
Bloomington,
Minnesota
|
$5.62M
|
-$3.84M
|
-28,683
|
-41%
|
|
|
109
|
Atria Investments
Charlotte,
North Carolina
|
$5.56M
|
-$36.8K
|
-275
|
-0.7%
|
|
|
110
|
Resolute Advisors
San Francisco,
California
|
$5.49M
|
+$27K
|
+202
|
+0.5%
|
|
|
111
|
Renaissance Technologies
New York
|
$5.39M
|
+$4.15M
|
+31,000
|
+383%
|
|
|
112
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$5.37M
|
-$2.23M
|
-16,646
|
-30%
|
|
|
113
|
WesBanco Bank
Wheeling,
West Virginia
|
$5.33M
|
+$20.3K
|
+152
|
+0.4%
|
|
|
114
|
Colorado Capital Management
Boulder,
Colorado
|
$5.27M
|
+$542K
|
+4,049
|
+12%
|
|
|
115
|
Mutual Advisors
Omaha,
Nebraska
|
$5.2M
|
+$96K
|
+718
|
+2%
|
|
|
116
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.16M
|
-$71.6K
|
-535
|
-1%
|
|
|
117
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.05M
|
-$34.6K
|
-259
|
-0.7%
|
|
|
118
|
Westwood Holdings Group
Dallas,
Texas
|
$5.02M
|
–
|
–
|
–
|
|
|
119
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$4.96M
|
+$1.84M
|
+13,720
|
+62%
|
|
|
120
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.95M
|
+$121K
|
+903
|
+3%
|
|
|
121
|
Avant Capital
Lafayette,
Louisiana
|
$4.85M
|
+$82.1K
|
+614
|
+2%
|
|
|
122
|
Centaurus Financial
Anaheim,
California
|
$4.83M
|
+$58.2K
|
+435
|
+1%
|
|
|
123
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.77M
|
-$18.7K
|
-140
|
-0.4%
|
|
|
124
|
Breakwater Investment Management
Seattle,
Washington
|
$4.36M
|
-$72.6K
|
-543
|
-2%
|
|
|
125
|
Diversify Advisory Services
Sandy,
Utah
|
$4.32M
|
+$2.14M
|
+15,987
|
+102%
|
|
