|
101
|
Newport Wealth Strategies
Irvine,
California
|
$8.15M
|
-$3.33M
|
-285,232
|
-31%
|
|
|
102
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$7.94M
|
+$335K
|
+28,728
|
+5%
|
|
|
103
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$7.87M
|
+$6.35M
|
+544,680
|
+720%
|
|
|
104
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.74M
|
+$6.53K
|
+560
|
+0.1%
|
|
|
105
|
Opes Wealth Management
Menlo Park,
California
|
$7.72M
|
-$282K
|
-24,208
|
-4%
|
|
|
106
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.64M
|
-$229K
|
-19,608
|
-3%
|
|
|
107
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$7.59M
|
-$2.49M
|
-213,912
|
-26%
|
|
|
108
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.54M
|
-$16.1M
|
-1,376,672
|
-70%
|
|
|
109
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.14M
|
-$15.7K
|
-1,344
|
-0.2%
|
|
|
110
|
Gill Capital Partners
Denver,
Colorado
|
$7.09M
|
-$389K
|
-33,400
|
-6%
|
|
|
111
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7.04M
|
+$10.7K
|
+920
|
+0.2%
|
|
|
112
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$6.98M
|
-$1.09M
|
-93,880
|
-15%
|
|
|
113
|
Atria Investments
Charlotte,
North Carolina
|
$6.95M
|
+$6.39M
|
+547,784
|
New
|
|
|
114
|
EWG Elevate
Roseville,
California
|
$6.92M
|
+$2.08M
|
+178,488
|
+49%
|
|
|
115
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$6.63M
|
-$179K
|
-15,336
|
-3%
|
|
|
116
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.5M
|
+$1.81M
|
+155,224
|
+44%
|
|
|
117
|
One Capital Management
Westlake Village,
California
|
$6.28M
|
-$92.4K
|
-7,928
|
-2%
|
|
|
118
|
CRA Financial Services
Northfield,
New Jersey
|
$6.22M
|
+$101K
|
+8,632
|
+2%
|
|
|
119
|
Curtis Advisory Group
Santa Barbara,
California
|
$6.11M
|
-$147K
|
-12,592
|
-3%
|
|
|
120
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.06M
|
-$1.93M
|
-165,552
|
-26%
|
|
|
121
|
Homrich & Berg
Atlanta,
Georgia
|
$5.8M
|
-$136K
|
-11,648
|
-2%
|
|
|
122
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$5.71M
|
-$57.6K
|
-4,936
|
-1%
|
|
|
123
|
Financial Services Advisory
Rockville,
Maryland
|
$5.65M
|
+$5.19M
|
+445,416
|
New
|
|
|
124
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$5.55M
|
-$91.9K
|
-7,880
|
-2%
|
|
|
125
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$5.39M
|
+$1.5M
|
+128,496
|
+43%
|
|
