|
201
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$18.6M
|
-$937K
|
-30,140
|
-5%
|
|
|
202
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$18.4M
|
+$4.95M
|
+159,260
|
+34%
|
|
|
203
|
Friday Financial
Dubuque,
Iowa
|
$18.4M
|
+$132K
|
+4,260
|
+0.7%
|
|
|
204
|
|
$18.3M
|
+$75.5K
|
+2,428
|
+0.4%
|
|
|
205
|
Kaizen Financial Strategies
Campbell,
California
|
$17.8M
|
+$332K
|
+10,670
|
+2%
|
|
|
206
|
Nvest Wealth Strategies
Powell,
Ohio
|
$17.7M
|
+$669K
|
+21,516
|
+4%
|
|
|
207
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$17.7M
|
-$432K
|
-13,899
|
-2%
|
|
|
208
|
Bogart Wealth LLC
Mclean,
Virginia
|
$17.6M
|
+$1.33M
|
+42,824
|
+8%
|
|
|
209
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$17.5M
|
+$1.07M
|
+34,412
|
+6%
|
|
|
210
|
Cary Street Partners
Richmond,
Virginia
|
$17.4M
|
-$905K
|
-29,098
|
-5%
|
|
|
211
|
James J. Burns & Company
Melville,
New York
|
$17.4M
|
-$49.9K
|
-1,605
|
-0.3%
|
|
|
212
|
Fidelity Investments
Boston,
Massachusetts
|
$17.3M
|
+$2.36M
|
+75,958
|
+15%
|
|
|
213
|
Code Waechter
Tampa,
Florida
|
$17.3M
|
+$1.31M
|
+42,235
|
+8%
|
|
|
214
|
Oppenheimer & Co
New York
|
$17.2M
|
+$2.84M
|
+91,285
|
+18%
|
|
|
215
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$17.2M
|
-$135K
|
-4,353
|
-0.7%
|
|
|
216
|
Leo Wealth LLC
Hurst,
Texas
|
$17.2M
|
+$508K
|
+16,350
|
+3%
|
|
|
217
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$17M
|
+$8M
|
+257,478
|
+79%
|
|
|
218
|
Clark Wealth Partners
O'fallon,
Illinois
|
$16.9M
|
-$1.01M
|
-32,602
|
-5%
|
|
|
219
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$16.7M
|
+$1.3M
|
+41,820
|
+8%
|
|
|
220
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.6M
|
+$2.66M
|
+85,532
|
+18%
|
|
|
221
|
Payne Capital Management
New York
|
$16.4M
|
+$565K
|
+18,165
|
+3%
|
|
|
222
|
Weinberger Asset Management
Los Angeles,
California
|
$16.1M
|
-$660K
|
-21,228
|
-4%
|
|
|
223
|
Advisory Services Network
Atlanta,
Georgia
|
$16.1M
|
+$1.08M
|
+34,891
|
+7%
|
|
|
224
|
US Bancorp
Minneapolis,
Minnesota
|
$16.1M
|
-$380K
|
-12,226
|
-2%
|
|
|
225
|
Atria Investments
Charlotte,
North Carolina
|
$16M
|
-$1.36M
|
-43,614
|
-7%
|
|
