|
101
|
Leavell Investment Management
Mobile,
Alabama
|
$4.11M
|
+$63.9K
|
+2,812
|
+2%
|
|
|
102
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.05M
|
-$1.25M
|
-54,992
|
-25%
|
|
|
103
|
Adams Wealth Management
Logan,
Utah
|
$3.96M
|
+$623K
|
+27,428
|
+20%
|
|
|
104
|
NewFocus Financial Group
Vancouver,
Washington
|
$3.94M
|
-$1.15M
|
-50,503
|
-24%
|
|
|
105
|
Lee Financial
Dallas,
Texas
|
$3.9M
|
-$504K
|
-22,182
|
-12%
|
|
|
106
|
Firestone Capital Management
Coral Gables,
Florida
|
$3.83M
|
-$535K
|
-23,550
|
-13%
|
|
|
107
|
Geode Capital Management
Boston,
Massachusetts
|
$3.83M
|
–
|
–
|
–
|
|
|
108
|
Stockman Wealth Management
Billings,
Montana
|
$3.81M
|
+$310K
|
+13,633
|
+10%
|
|
|
109
|
Omega Financial Group
Santa Barbara,
California
|
$3.78M
|
+$46.8K
|
+2,059
|
+1%
|
|
|
110
|
55I LLC
Boston,
Massachusetts
|
$3.77M
|
+$1.38M
|
+60,848
|
+65%
|
|
|
111
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.75M
|
-$1.13M
|
-49,631
|
-24%
|
|
|
112
|
Grimes & Company
Westborough,
Massachusetts
|
$3.73M
|
+$2.08M
|
+91,462
|
+148%
|
|
|
113
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.68M
|
+$243K
|
+10,714
|
+8%
|
|
|
114
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3.68M
|
-$888K
|
-39,101
|
-21%
|
|
|
115
|
Stifel Financial
St. Louis,
Missouri
|
$3.65M
|
+$522K
|
+22,954
|
+18%
|
|
|
116
|
LPL Financial
San Diego,
California
|
$3.63M
|
-$71.8K
|
-3,162
|
-2%
|
|
|
117
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$3.6M
|
-$301K
|
-13,227
|
-8%
|
|
|
118
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.58M
|
-$335K
|
-14,744
|
-9%
|
|
|
119
|
Atria Investments
Charlotte,
North Carolina
|
$3.55M
|
+$3.31M
|
+145,731
|
New
|
|
|
120
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.51M
|
+$309K
|
+13,592
|
+10%
|
|
|
121
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.5M
|
+$291K
|
+12,790
|
+10%
|
|
|
122
|
Confluence Wealth Management
Portland,
Oregon
|
$3.5M
|
-$73.3K
|
-3,225
|
-2%
|
|
|
123
|
BCWM LLC
Overland Park,
Kansas
|
$3.48M
|
-$38K
|
-1,671
|
-1%
|
|
|
124
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.48M
|
-$497K
|
-21,893
|
-13%
|
|
|
125
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$3.4M
|
+$106K
|
+4,665
|
+3%
|
|
