|
101
|
Peak Financial Management
Wellesley,
Massachusetts
|
$10.8M
|
+$311K
|
+11,773
|
+3%
|
|
|
102
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
-$8.27M
|
-313,455
|
-45%
|
|
|
103
|
Farther Finance Advisors
San Francisco,
California
|
$10.6M
|
+$635K
|
+24,080
|
+7%
|
|
|
104
|
Clear Creek Financial Management
Silverdale,
Washington
|
$10.5M
|
+$2.56M
|
+96,930
|
+35%
|
|
|
105
|
Omega Financial Group
Santa Barbara,
California
|
$10.4M
|
-$465K
|
-17,631
|
-5%
|
|
|
106
|
Leavell Investment Management
Mobile,
Alabama
|
$10.4M
|
-$283K
|
-10,745
|
-3%
|
|
|
107
|
Fortis Capital Management
Bellevue,
Washington
|
$10.2M
|
+$549K
|
+20,800
|
+6%
|
|
|
108
|
North Star Asset Management
Neenah,
Wisconsin
|
$10.2M
|
-$103K
|
-3,896
|
-1%
|
|
|
109
|
WhitTier Trust Company
Reno,
Nevada
|
$10.2M
|
-$534K
|
-20,242
|
-5%
|
|
|
110
|
LexAurum Advisors
Overland Park,
Kansas
|
$10.2M
|
+$2.3M
|
+87,024
|
+32%
|
|
|
111
|
Nadler Financial Group
Deerfield,
Illinois
|
$10.1M
|
-$20.1K
|
-763
|
-0.2%
|
|
|
112
|
Bush Investment Group
Valdosta,
Georgia
|
$10.1M
|
-$224K
|
-8,478
|
-2%
|
|
|
113
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$10.1M
|
-$100K
|
-3,793
|
-1%
|
|
|
114
|
Clearstead Advisors
Cleveland,
Ohio
|
$9.98M
|
-$738K
|
-27,969
|
-7%
|
|
|
115
|
Larson Financial Group
St Louis,
Missouri
|
$9.96M
|
-$1.94M
|
-73,486
|
-17%
|
|
|
116
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$9.88M
|
-$73.2K
|
-2,776
|
-0.8%
|
|
|
117
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.85M
|
-$949K
|
-35,962
|
-9%
|
|
|
118
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$9.83M
|
-$72K
|
-2,730
|
-0.8%
|
|
|
119
|
Wealthspire Advisors (New York)
New York
|
$9.76M
|
+$485K
|
+18,392
|
+6%
|
|
|
120
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$9.68M
|
-$13.6K
|
-515
|
-0.1%
|
|
|
121
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$9.61M
|
-$862K
|
-32,666
|
-9%
|
|
|
122
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$9.61M
|
-$1.36M
|
-51,642
|
-13%
|
|
|
123
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$9.45M
|
+$110K
|
+4,182
|
+1%
|
|
|
124
|
Avior Wealth Management
Omaha,
Nebraska
|
$9.39M
|
+$47.4K
|
+1,795
|
+0.5%
|
|
|
125
|
Lee Financial
Dallas,
Texas
|
$9.27M
|
+$177K
|
+6,718
|
+2%
|
|
