|
101
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$16.5M
|
+$7.16M
|
+414,345
|
+87%
|
|
|
102
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$16.5M
|
+$15.3M
|
+888,630
|
New
|
|
|
103
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.1M
|
+$434K
|
+25,140
|
+3%
|
|
|
104
|
|
$16M
|
+$827K
|
+47,889
|
+6%
|
|
|
105
|
Schaeffer Financial
Rockville,
Maryland
|
$16M
|
+$14.8M
|
+859,563
|
New
|
|
|
106
|
Wynn Capital
Augusta,
Georgia
|
$15.3M
|
+$14.3M
|
+826,200
|
New
|
|
|
107
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$15.3M
|
-$91K
|
-5,271
|
-0.6%
|
|
|
108
|
TrinityPoint Wealth
Milford,
Connecticut
|
$15.3M
|
+$85.6K
|
+4,956
|
+0.6%
|
|
|
109
|
Madden Advisory Services
Jacksonville,
Florida
|
$15.2M
|
-$1.14M
|
-65,994
|
-7%
|
|
|
110
|
Ashford Advisors
Pittsford,
New York
|
$15M
|
-$63.7K
|
-3,690
|
-0.5%
|
|
|
111
|
Intrua Financial
Houston,
Texas
|
$14.8M
|
+$13.8M
|
+798,300
|
New
|
|
|
112
|
Roundview Capital
Princeton,
New Jersey
|
$14.6M
|
+$390K
|
+22,557
|
+3%
|
|
|
113
|
Tanglewood Wealth Management
Houston,
Texas
|
$14.6M
|
+$5.57M
|
+322,761
|
+69%
|
|
|
114
|
Harbour Investments
Madison,
Wisconsin
|
$14.6M
|
+$133K
|
+7,701
|
+1%
|
|
|
115
|
Tradition Wealth Management
Edina,
Minnesota
|
$14.3M
|
+$631K
|
+36,537
|
+5%
|
|
|
116
|
PrairieView Partners
St. Paul,
Minnesota
|
$13.6M
|
-$101K
|
-5,847
|
-0.8%
|
|
|
117
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$13.5M
|
+$683K
|
+39,555
|
+6%
|
|
|
118
|
Corient Private Wealth
Miami,
Florida
|
$13.5M
|
+$5.79M
|
+335,454
|
+86%
|
|
|
119
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$13.5M
|
+$3.32K
|
+192
|
+0%
|
|
|
120
|
Lodestar Private Asset Management
Alamo,
California
|
$13.4M
|
-$398K
|
-23,064
|
-3%
|
|
|
121
|
James J. Burns & Company
Melville,
New York
|
$13M
|
+$3.55M
|
+205,527
|
+41%
|
|
|
122
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$12.9M
|
+$12M
|
+693,969
|
New
|
|
|
123
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.1M
|
-$610K
|
-35,307
|
-5%
|
|
|
124
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12.1M
|
-$244K
|
-14,151
|
-2%
|
|
|
125
|
Spinnaker Investment Group
Newport Beach,
California
|
$12.1M
|
-$273K
|
-15,786
|
-2%
|
|
