|
101
|
Access Financial Services
Minneapolis,
Minnesota
|
$35.3M
|
-$975K
|
-41,826
|
-3%
|
|
|
102
|
Destination Wealth Management
Walnut Creek,
California
|
$34.7M
|
+$2.31M
|
+98,943
|
+7%
|
|
|
103
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$34.7M
|
+$1.62M
|
+69,374
|
+5%
|
|
|
104
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$34.7M
|
-$69.9M
|
-2,999,244
|
-67%
|
|
|
105
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$33.5M
|
+$33.7M
|
+1,446,079
|
New
|
|
|
106
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$33.5M
|
+$2.1M
|
+90,155
|
+7%
|
|
|
107
|
Sherwood Financial Partners
Westlake Village,
California
|
$33.4M
|
+$33.5M
|
+1,439,364
|
New
|
|
|
108
|
Matrix Trust Company
Denver,
Colorado
|
$33.3M
|
-$275K
|
-11,788
|
-0.8%
|
|
|
109
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$33.2M
|
+$474K
|
+20,324
|
+1%
|
|
|
110
|
Gleason Group
Prospect,
Kentucky
|
$32.7M
|
+$660K
|
+28,330
|
+2%
|
|
|
111
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$32.7M
|
+$120K
|
+5,137
|
+0.4%
|
|
|
112
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$32.4M
|
-$60.7M
|
-2,606,387
|
-65%
|
|
|
113
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$32.1M
|
-$1.99M
|
-85,295
|
-6%
|
|
|
114
|
|
$32M
|
+$9.51M
|
+408,020
|
+42%
|
|
|
115
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$32M
|
-$14.8K
|
-635
|
-0%
|
|
|
116
|
Athena Investment Management
Orinda,
California
|
$31.8M
|
+$333K
|
+14,291
|
+1%
|
|
|
117
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$31.7M
|
-$72.9K
|
-3,128
|
-0.2%
|
|
|
118
|
Congress Wealth Management
Boston,
Massachusetts
|
$31.6M
|
+$108K
|
+4,618
|
+0.3%
|
|
|
119
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$31.4M
|
+$980K
|
+42,058
|
+3%
|
|
|
120
|
Valicenti Advisory Services
Elmira,
New York
|
$31M
|
-$207K
|
-8,881
|
-0.7%
|
|
|
121
|
Ballast Advisors
Woodbury,
Minnesota
|
$30.6M
|
-$208K
|
-8,908
|
-0.7%
|
|
|
122
|
Moneywise Inc
Forest,
Virginia
|
$30.6M
|
-$1.77M
|
-75,902
|
-5%
|
|
|
123
|
MAI Capital Management
Independence,
Ohio
|
$30.5M
|
+$11.2M
|
+481,148
|
+58%
|
|
|
124
|
FIDELIS iM
Medford,
Oregon
|
$30M
|
-$3.26M
|
-139,985
|
-10%
|
|
|
125
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$29.9M
|
+$30M
|
+1,288,773
|
New
|
|
