|
101
|
Matrix Trust Company
Denver,
Colorado
|
$7.7M
|
+$178K
|
+8,264
|
+2%
|
|
|
102
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$7.54M
|
-$38.7K
|
-1,800
|
-0.5%
|
|
|
103
|
IMA Advisory Services
Denver,
Colorado
|
$7.53M
|
-$55.4K
|
-2,578
|
-0.7%
|
|
|
104
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.48M
|
+$531K
|
+24,722
|
+7%
|
|
|
105
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$7.38M
|
-$73.4K
|
-3,414
|
-1%
|
|
|
106
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.33M
|
+$56.1K
|
+2,608
|
+0.8%
|
|
|
107
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$7.32M
|
+$344K
|
+16,002
|
+5%
|
|
|
108
|
Berger Financial Group
Plymouth,
Minnesota
|
$7.28M
|
-$908K
|
-42,244
|
-11%
|
|
|
109
|
Lutz Financial Services
Omaha,
Nebraska
|
$7.23M
|
+$548K
|
+25,500
|
+8%
|
|
|
110
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$7.2M
|
-$2.16M
|
-100,268
|
-23%
|
|
|
111
|
Capital Planning
Bellevue,
Washington
|
$7.17M
|
+$1.38M
|
+64,364
|
+23%
|
|
|
112
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.12M
|
+$258K
|
+12,010
|
+4%
|
|
|
113
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7M
|
-$78.8K
|
-3,664
|
-1%
|
|
|
114
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.97M
|
+$258K
|
+11,994
|
+4%
|
|
|
115
|
Denver PWM
Denver,
Colorado
|
$6.91M
|
+$597K
|
+27,788
|
+9%
|
|
|
116
|
Wealthspire Advisors (New York)
New York
|
$6.89M
|
+$132K
|
+6,144
|
+2%
|
|
|
117
|
Financial Counselors Inc
Overland Park,
Kansas
|
$6.85M
|
–
|
–
|
–
|
|
|
118
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$6.81M
|
-$4.26M
|
-198,296
|
-38%
|
|
|
119
|
Mather Group
Chicago,
Illinois
|
$6.81M
|
+$27.8K
|
+1,292
|
+0.4%
|
|
|
120
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$6.7M
|
+$294K
|
+13,664
|
+4%
|
|
|
121
|
Essex LLC
Deer Park,
Illinois
|
$6.57M
|
–
|
–
|
–
|
|
|
122
|
Athena Investment Management
Orinda,
California
|
$6.56M
|
+$53.3K
|
+2,482
|
+0.8%
|
|
|
123
|
Scarborough Advisors
Annapolis,
Maryland
|
$6.47M
|
+$96.9K
|
+4,510
|
+1%
|
|
|
124
|
HB Wealth Management
Atlanta,
Georgia
|
$6.42M
|
+$86
|
+4
|
+0%
|
|
|
125
|
ProVise Management Group
Clearwater,
Florida
|
$6.39M
|
-$631K
|
-29,366
|
-9%
|
|
