|
101
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$21.7M
|
+$589K
|
+30,180
|
+3%
|
|
|
102
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.1M
|
+$351K
|
+17,977
|
+2%
|
|
|
103
|
Red Tortoise LLC
Atlanta,
Georgia
|
$21.1M
|
+$308K
|
+15,766
|
+1%
|
|
|
104
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$21M
|
-$326K
|
-16,714
|
-1%
|
|
|
105
|
Riversedge Advisors
Wilmington,
Delaware
|
$20.9M
|
+$299K
|
+15,333
|
+1%
|
|
|
106
|
Curi RMB Capital
Chicago,
Illinois
|
$20.7M
|
+$884K
|
+45,302
|
+4%
|
|
|
107
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$20.7M
|
-$2.16M
|
-110,792
|
-9%
|
|
|
108
|
Leavell Investment Management
Mobile,
Alabama
|
$20.5M
|
-$481K
|
-24,621
|
-2%
|
|
|
109
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$20.5M
|
+$2.18M
|
+111,854
|
+11%
|
|
|
110
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$20M
|
+$461K
|
+23,588
|
+2%
|
|
|
111
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$19.5M
|
+$15.7M
|
+806,670
|
+329%
|
|
|
112
|
Bangor Savings Bank
Bangor,
Maine
|
$19.5M
|
+$384K
|
+19,660
|
+2%
|
|
|
113
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$18.8M
|
-$517K
|
-26,479
|
-3%
|
|
|
114
|
Park Avenue Securities
New York
|
$18.5M
|
+$3.62M
|
+185,176
|
+23%
|
|
|
115
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$18M
|
+$465K
|
+23,822
|
+3%
|
|
|
116
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$18M
|
-$8.55M
|
-438,132
|
-50%
|
|
|
117
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$17.8M
|
+$8.34M
|
+427,384
|
+80%
|
|
|
118
|
Atomi Financial Group
New York
|
$17.8M
|
+$3.67M
|
+187,899
|
+24%
|
|
|
119
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$17.5M
|
+$1.38M
|
+70,825
|
+9%
|
|
|
120
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$17.4M
|
+$1.17M
|
+59,678
|
+7%
|
|
|
121
|
Savant Capital
Rockford,
Illinois
|
$17.3M
|
-$1.24M
|
-63,281
|
-6%
|
|
|
122
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17M
|
+$490K
|
+25,102
|
+3%
|
|
|
123
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$16.9M
|
-$16.2M
|
-832,191
|
-49%
|
|
|
124
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$16.7M
|
-$49.9K
|
-2,556
|
-0.3%
|
|
|
125
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$16.5M
|
+$1.03M
|
+52,606
|
+6%
|
|
