|
101
|
Advance Capital Management
Southfield,
Michigan
|
$39.9M
|
+$1.19M
|
+38,902
|
+3%
|
|
|
102
|
Novem Group
Rochester,
New York
|
$39.2M
|
-$3.83M
|
-125,614
|
-9%
|
|
|
103
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$38.9M
|
-$173K
|
-5,692
|
-0.5%
|
|
|
104
|
AFFINITY WEALTH LLC
Canton,
Ohio
|
$38.5M
|
-$1.56M
|
-51,170
|
-4%
|
|
|
105
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$37.8M
|
+$1.59M
|
+52,119
|
+5%
|
|
|
106
|
Vestwell Advisors
New York
|
$37.3M
|
–
|
–
|
–
|
|
|
107
|
Curtis Advisory Group
Santa Barbara,
California
|
$37.2M
|
-$411K
|
-13,472
|
-1%
|
|
|
108
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$37.2M
|
-$20.1K
|
-659
|
-0.1%
|
|
|
109
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$36.7M
|
+$2.83M
|
+92,942
|
+9%
|
|
|
110
|
Black Diamond Financial
Towson,
Maryland
|
$35.7M
|
+$7.4M
|
+242,702
|
+28%
|
|
|
111
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$35.4M
|
-$1.36M
|
-44,702
|
-4%
|
|
|
112
|
Concurrent Investment Advisors
Tampa,
Florida
|
$35M
|
+$4.75M
|
+155,866
|
+17%
|
|
|
113
|
Facet Wealth Inc
Baltimore,
Maryland
|
$35M
|
-$235K
|
-7,700
|
-0.7%
|
|
|
114
|
Mercer Global Advisors
Denver,
Colorado
|
$34.8M
|
-$1.19M
|
-38,912
|
-3%
|
|
|
115
|
Sequoia Financial Advisors
Akron,
Ohio
|
$34.4M
|
+$1.2M
|
+39,210
|
+4%
|
|
|
116
|
FLC Capital Advisors
Palm Desert,
California
|
$34.2M
|
-$854K
|
-28,011
|
-3%
|
|
|
117
|
Kingswood Wealth Advisors
San Diego,
California
|
$33.8M
|
+$7.44M
|
+244,102
|
+30%
|
|
|
118
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$33.8M
|
-$1.17M
|
-38,318
|
-3%
|
|
|
119
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$33.7M
|
+$8.03M
|
+263,598
|
+33%
|
|
|
120
|
CRA Financial Services
Northfield,
New Jersey
|
$33.3M
|
+$681K
|
+22,337
|
+2%
|
|
|
121
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$33M
|
-$348K
|
-11,421
|
-1%
|
|
|
122
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$32.4M
|
+$534K
|
+17,522
|
+2%
|
|
|
123
|
Visionary Horizons
Knoxville,
Tennessee
|
$32.2M
|
+$1.49M
|
+48,994
|
+5%
|
|
|
124
|
SK Wealth Management
Providence,
Rhode Island
|
$32.1M
|
+$3.55M
|
+116,508
|
+13%
|
|
|
125
|
Spreng Capital Management
Bucyrus,
Ohio
|
$32.1M
|
-$191K
|
-6,257
|
-0.6%
|
|
