|
101
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$17.9M
|
+$845K
|
+41,712
|
+5%
|
|
|
102
|
Schaeffer Financial
Rockville,
Maryland
|
$17.8M
|
-$236K
|
-11,670
|
-1%
|
|
|
103
|
|
$17.7M
|
-$264K
|
-13,038
|
-2%
|
|
|
104
|
Harbour Investments
Madison,
Wisconsin
|
$17.4M
|
+$656K
|
+32,376
|
+4%
|
|
|
105
|
Wynn Capital
Augusta,
Georgia
|
$17.4M
|
+$592K
|
+29,208
|
+4%
|
|
|
106
|
TrinityPoint Wealth
Milford,
Connecticut
|
$17.4M
|
+$73.4K
|
+3,624
|
+0.4%
|
|
|
107
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$16.9M
|
+$16.4M
|
+807,819
|
New
|
|
|
108
|
Tradition Wealth Management
Edina,
Minnesota
|
$16.9M
|
+$187K
|
+9,225
|
+1%
|
|
|
109
|
Madden Advisory Services
Jacksonville,
Florida
|
$16.8M
|
+$48.3K
|
+2,382
|
+0.3%
|
|
|
110
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$16.3M
|
+$604K
|
+29,805
|
+4%
|
|
|
111
|
SYM Financial Corp
Winona Lake,
Indiana
|
$16.3M
|
-$912
|
-45
|
-0%
|
|
|
112
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$16.2M
|
-$634K
|
-31,281
|
-4%
|
|
|
113
|
Ashford Advisors
Pittsford,
New York
|
$16.1M
|
–
|
–
|
–
|
|
|
114
|
Tanglewood Wealth Management
Houston,
Texas
|
$16M
|
-$191K
|
-9,447
|
-1%
|
|
|
115
|
Corient Private Wealth
Miami,
Florida
|
$15.9M
|
-$14.2K
|
-699
|
-0.1%
|
|
|
116
|
James J. Burns & Company
Melville,
New York
|
$15.3M
|
+$5.31M
|
+262,056
|
+56%
|
|
|
117
|
Fidelity Investments
Boston,
Massachusetts
|
$15.3M
|
+$3.16M
|
+155,874
|
+27%
|
|
|
118
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$15.2M
|
-$265K
|
-13,101
|
-2%
|
|
|
119
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$14.8M
|
-$6.31M
|
-311,436
|
-31%
|
|
|
120
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$14.8M
|
-$170K
|
-8,412
|
-1%
|
|
|
121
|
PrairieView Partners
St. Paul,
Minnesota
|
$14.7M
|
-$256K
|
-12,627
|
-2%
|
|
|
122
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$14.5M
|
-$188K
|
-9,294
|
-1%
|
|
|
123
|
Lodestar Private Asset Management
Alamo,
California
|
$14M
|
-$666K
|
-32,883
|
-5%
|
|
|
124
|
Dodds Wealth
Greenwood Village,
Colorado
|
$14M
|
+$2.04M
|
+100,512
|
+18%
|
|
|
125
|
Transform Wealth
Greenwood Village,
Colorado
|
$13.7M
|
+$1.12M
|
+55,230
|
+9%
|
|
