|
101
|
WealthPLAN Partners
Omaha,
Nebraska
|
$14.1M
|
+$664K
|
+35,598
|
+5%
|
|
|
102
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$14M
|
-$14M
|
-753,118
|
-50%
|
|
|
103
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$14M
|
+$1.73M
|
+92,998
|
+14%
|
|
|
104
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$13.9M
|
+$559K
|
+30,000
|
+4%
|
|
|
105
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$13.9M
|
-$84.3K
|
-4,522
|
-0.6%
|
|
|
106
|
GHP Investment Advisors
Denver,
Colorado
|
$13.4M
|
+$26.9K
|
+1,440
|
+0.2%
|
|
|
107
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$13.2M
|
-$107K
|
-5,746
|
-0.8%
|
|
|
108
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.2M
|
+$406K
|
+21,752
|
+3%
|
|
|
109
|
Bristlecone Advisors
Bellevue,
Washington
|
$13.1M
|
+$449K
|
+24,080
|
+4%
|
|
|
110
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$12.9M
|
+$796K
|
+42,660
|
+7%
|
|
|
111
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$12.9M
|
-$177K
|
-9,480
|
-1%
|
|
|
112
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.5M
|
-$984K
|
-52,762
|
-7%
|
|
|
113
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$12.4M
|
+$38.6K
|
+2,070
|
+0.3%
|
|
|
114
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$12.3M
|
+$948K
|
+50,810
|
+8%
|
|
|
115
|
Brown Advisory
Baltimore,
Maryland
|
$12.2M
|
+$2.79M
|
+149,874
|
+59%
|
|
|
116
|
BOK Financial Private Wealth
Denver,
Colorado
|
$12.2M
|
-$49K
|
-2,630
|
-0.4%
|
|
|
117
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.1M
|
+$56.4K
|
+3,026
|
+0.5%
|
|
|
118
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.9M
|
-$458K
|
-24,556
|
-4%
|
|
|
119
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.9M
|
+$1.01M
|
+54,122
|
+9%
|
|
|
120
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.8M
|
-$189K
|
-10,146
|
-2%
|
|
|
121
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$11.8M
|
-$31.9K
|
-1,712
|
-0.3%
|
|
|
122
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$11.6M
|
-$137K
|
-7,346
|
-1%
|
|
|
123
|
Berger Financial Group
Plymouth,
Minnesota
|
$11.6M
|
+$7.62M
|
+408,692
|
+195%
|
|
|
124
|
Harbour Investments
Madison,
Wisconsin
|
$11.5M
|
+$11.4M
|
+611,894
|
New
|
|
|
125
|
INVST
Indianapolis,
Indiana
|
$11.5M
|
+$74.4K
|
+3,992
|
+0.7%
|
|
