|
101
|
Peak Wealth Management
Nashua,
New Hampshire
|
$12.7M
|
+$12.5M
|
+427,656
|
New
|
|
|
102
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$12.6M
|
+$12.5M
|
+426,852
|
New
|
|
|
103
|
Bogart Wealth LLC
Mclean,
Virginia
|
$12.6M
|
+$7.92K
|
+271
|
+0.1%
|
|
|
104
|
Goepper Burkhardt
Greenville,
South Carolina
|
$12.6M
|
-$201K
|
-6,864
|
-2%
|
|
|
105
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$12.1M
|
-$57.6K
|
-1,972
|
-0.5%
|
|
|
106
|
Sunbelt Securities
Houston,
Texas
|
$12.1M
|
+$5.65M
|
+193,261
|
+90%
|
|
|
107
|
Allworth Financial
Folsom,
California
|
$12.1M
|
-$271K
|
-9,287
|
-2%
|
|
|
108
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.5M
|
-$233K
|
-7,978
|
-2%
|
|
|
109
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.5M
|
+$7.28M
|
+249,130
|
+180%
|
|
|
110
|
James J. Burns & Company
Melville,
New York
|
$11.4M
|
+$92.9K
|
+3,178
|
+0.8%
|
|
|
111
|
Gill Capital Partners
Denver,
Colorado
|
$11.4M
|
-$180K
|
-6,149
|
-2%
|
|
|
112
|
Empirical Wealth Management
Seattle,
Washington
|
$11.4M
|
-$94.6K
|
-3,237
|
-0.8%
|
|
|
113
|
Integrated Advisors Network
Dallas,
Texas
|
$10.7M
|
-$397K
|
-13,575
|
-4%
|
|
|
114
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$10.5M
|
-$930K
|
-31,821
|
-8%
|
|
|
115
|
Opes Wealth Management
Menlo Park,
California
|
$10.3M
|
+$60.5K
|
+2,069
|
+0.6%
|
|
|
116
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$10.2M
|
-$29
|
-1
|
-0%
|
|
|
117
|
WealthShield Partners
Cary,
North Carolina
|
$10.1M
|
-$210K
|
-7,181
|
-2%
|
|
|
118
|
Fiduciary Alliance
Greenville,
South Carolina
|
$9.92M
|
-$8.07K
|
-276
|
-0.1%
|
|
|
119
|
Harbor Group
Bedford,
New Hampshire
|
$9.84M
|
-$12.2K
|
-416
|
-0.1%
|
|
|
120
|
White Pine Investment Company
Livonia,
Michigan
|
$9.73M
|
+$63.4K
|
+2,170
|
+0.7%
|
|
|
121
|
CDKV Holdings
Denver,
Colorado
|
$9.59M
|
+$9.47M
|
+323,931
|
New
|
|
|
122
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$9.27M
|
-$113K
|
-3,881
|
-1%
|
|
|
123
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$9.25M
|
-$52.8K
|
-1,806
|
-0.6%
|
|
|
124
|
Friday Financial
Dubuque,
Iowa
|
$9.19M
|
+$992K
|
+33,949
|
+12%
|
|
|
125
|
Capital Squared Financial
Rockville,
Maryland
|
$9.06M
|
+$457K
|
+15,643
|
+5%
|
|
