|
101
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$8.7M
|
+$427K
|
+17,547
|
+5%
|
|
|
102
|
Oakwell Private Wealth Management
Austin,
Texas
|
$8.21M
|
+$8.18M
|
+336,282
|
New
|
|
|
103
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$7.98M
|
+$7.96M
|
+327,085
|
New
|
|
|
104
|
Mariner
Overland Park,
Kansas
|
$7.88M
|
+$957K
|
+39,318
|
+14%
|
|
|
105
|
Eagle Strategies
New York
|
$7.71M
|
+$6.37M
|
+261,981
|
+483%
|
|
|
106
|
Abacus Planning Group
Columbia,
South Carolina
|
$7.62M
|
+$122K
|
+5,033
|
+2%
|
|
|
107
|
Greenline Partners
New York
|
$7.57M
|
-$65.5K
|
-2,692
|
-0.9%
|
|
|
108
|
Matthew Hamilton Rosenberg
|
$7.5M
|
+$1.58M
|
+64,891
|
+27%
|
|
|
109
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$7.21M
|
-$54.4K
|
-2,236
|
-0.8%
|
|
|
110
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$7.17M
|
+$685K
|
+28,164
|
+11%
|
|
|
111
|
Apella Capital
West Hartford,
Connecticut
|
$6.97M
|
-$1.75M
|
-71,996
|
-20%
|
|
|
112
|
Harbour Investments
Madison,
Wisconsin
|
$6.83M
|
-$126K
|
-5,194
|
-2%
|
|
|
113
|
Momentum Wealth Planning
Estero,
Florida
|
$6.83M
|
+$242K
|
+9,937
|
+4%
|
|
|
114
|
Bard Associates
Chicago,
Illinois
|
$6.74M
|
+$6.72M
|
+276,368
|
New
|
|
|
115
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$6.56M
|
+$1.06M
|
+43,589
|
+19%
|
|
|
116
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.5M
|
-$33.1K
|
-1,359
|
-0.5%
|
|
|
117
|
MGO One Seven
Beachwood,
Ohio
|
$6.49M
|
-$2.45M
|
-100,540
|
-27%
|
|
|
118
|
Evensky & Katz
Coral Gables,
Florida
|
$6.4M
|
-$135K
|
-5,547
|
-2%
|
|
|
119
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.17M
|
+$3.21K
|
+132
|
+0.1%
|
|
|
120
|
Commerce Bank
Kansas City,
Missouri
|
$6.16M
|
+$733K
|
+30,133
|
+14%
|
|
|
121
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.05M
|
-$142K
|
-5,846
|
-2%
|
|
|
122
|
WNY Asset Management
Williamsville,
New York
|
$6.04M
|
-$361K
|
-14,854
|
-6%
|
|
|
123
|
|
$5.91M
|
-$519K
|
-21,343
|
-8%
|
|
|
124
|
Farther Finance Advisors
San Francisco,
California
|
$5.77M
|
-$563K
|
-23,121
|
-9%
|
|
|
125
|
HB Wealth Management
Atlanta,
Georgia
|
$5.74M
|
+$408K
|
+16,785
|
+8%
|
|
