|
101
|
Colorado Capital Management
Boulder,
Colorado
|
$7.23M
|
+$663K
|
+4,477
|
+10%
|
|
|
102
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.19M
|
+$2.7M
|
+18,206
|
+58%
|
|
|
103
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.13M
|
+$7.29M
|
+49,222
|
New
|
|
|
104
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$6.92M
|
+$182K
|
+1,230
|
+3%
|
|
|
105
|
Planning Directions
Glen Mills,
Pennsylvania
|
$6.43M
|
+$176K
|
+1,189
|
+3%
|
|
|
106
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$6.39M
|
+$1.17M
|
+7,921
|
+22%
|
|
|
107
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.3M
|
-$1.58M
|
-10,639
|
-20%
|
|
|
108
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$6.21M
|
+$446K
|
+3,012
|
+8%
|
|
|
109
|
Veridan Wealth
West Linn,
Oregon
|
$6.19M
|
-$22.1K
|
-149
|
-0.3%
|
|
|
110
|
TFB Advisors
Overland Park,
Kansas
|
$6.15M
|
-$3.32M
|
-22,392
|
-35%
|
|
|
111
|
Mariner
Overland Park,
Kansas
|
$6.07M
|
-$311K
|
-2,102
|
-5%
|
|
|
112
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$5.92M
|
-$45.9K
|
-310
|
-0.8%
|
|
|
113
|
Resolute Advisors
San Francisco,
California
|
$5.84M
|
+$32.7K
|
+221
|
+0.6%
|
|
|
114
|
Waystone Advisors
Redmond,
Washington
|
$5.82M
|
-$64.6K
|
-436
|
-1%
|
|
|
115
|
Atria Investments
Charlotte,
North Carolina
|
$5.79M
|
-$51.4K
|
-347
|
-0.9%
|
|
|
116
|
Centaurus Financial
Anaheim,
California
|
$5.6M
|
+$175K
|
+1,182
|
+3%
|
|
|
117
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$5.38M
|
+$18.1K
|
+122
|
+0.3%
|
|
|
118
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$5.38M
|
-$97.8K
|
-660
|
-2%
|
|
|
119
|
Westwood Holdings Group
Dallas,
Texas
|
$5.31M
|
+$30.2K
|
+204
|
+0.6%
|
|
|
120
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.26M
|
-$65.9K
|
-445
|
-1%
|
|
|
121
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.18M
|
+$4.77M
|
+32,181
|
+905%
|
|
|
122
|
Trademark Financial Management
Bloomington,
Minnesota
|
$5.13M
|
+$1.23M
|
+8,323
|
+31%
|
|
|
123
|
Avant Capital
Lafayette,
Louisiana
|
$5.06M
|
-$150K
|
-1,014
|
-3%
|
|
|
124
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.97M
|
-$316K
|
-2,130
|
-6%
|
|
|
125
|
Calton & Associates
Tampa,
Florida
|
$4.96M
|
-$718K
|
-4,843
|
-12%
|
|
