|
101
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$32.5M
|
+$1.89M
|
+80,994
|
+6%
|
|
|
102
|
Sherwood Financial Partners
Westlake Village,
California
|
$32.2M
|
+$485K
|
+20,837
|
+1%
|
|
|
103
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$32.1M
|
+$455K
|
+19,544
|
+1%
|
|
|
104
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$31.7M
|
+$1.89M
|
+80,979
|
+6%
|
|
|
105
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$31.6M
|
-$298K
|
-12,787
|
-0.9%
|
|
|
106
|
Matrix Trust Company
Denver,
Colorado
|
$31.6M
|
-$100K
|
-4,305
|
-0.3%
|
|
|
107
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$31.3M
|
+$190K
|
+8,141
|
+0.6%
|
|
|
108
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$30.7M
|
+$2.98M
|
+128,057
|
+10%
|
|
|
109
|
Belpointe Asset Management
Reno,
Nevada
|
$30.6M
|
+$31.9M
|
+1,371,177
|
+10,084%
|
|
|
110
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$30.4M
|
+$235K
|
+10,098
|
+0.7%
|
|
|
111
|
Congress Wealth Management
Boston,
Massachusetts
|
$30.1M
|
-$22.4K
|
-962
|
-0.1%
|
|
|
112
|
Jones Financial Companies
Des Peres,
Missouri
|
$30M
|
+$8.48M
|
+364,359
|
+36%
|
|
|
113
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$30M
|
-$537K
|
-23,073
|
-2%
|
|
|
114
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$29.7M
|
+$31.3M
|
+1,345,303
|
New
|
|
|
115
|
FIDELIS iM
Medford,
Oregon
|
$29.6M
|
+$1.05M
|
+45,064
|
+3%
|
|
|
116
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$29.5M
|
+$1.07M
|
+45,759
|
+4%
|
|
|
117
|
Valicenti Advisory Services
Elmira,
New York
|
$29.2M
|
-$296K
|
-12,736
|
-1%
|
|
|
118
|
Ballast Advisors
Woodbury,
Minnesota
|
$29.2M
|
+$54.5K
|
+2,339
|
+0.2%
|
|
|
119
|
Athena Investment Management
Orinda,
California
|
$29.2M
|
-$1.2M
|
-51,415
|
-4%
|
|
|
120
|
MAI Capital Management
Independence,
Ohio
|
$28.9M
|
-$110K
|
-4,709
|
-0.4%
|
|
|
121
|
Gleason Group
Prospect,
Kentucky
|
$28.8M
|
-$2.41M
|
-103,573
|
-7%
|
|
|
122
|
Quantinno Capital Management
New York
|
$28.5M
|
+$17.1M
|
+734,238
|
+131%
|
|
|
123
|
Red Door Wealth Management
Memphis,
Tennessee
|
$28.3M
|
+$403K
|
+17,294
|
+1%
|
|
|
124
|
Moneywise Inc
Forest,
Virginia
|
$28.1M
|
-$1.1M
|
-47,182
|
-4%
|
|
|
125
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$27.9M
|
-$725K
|
-31,134
|
-2%
|
|
