|
101
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$38M
|
+$5.88M
|
+231,484
|
+19%
|
|
|
102
|
Matrix Trust Company
Denver,
Colorado
|
$38M
|
-$229K
|
-9,003
|
-0.6%
|
|
|
103
|
Belpointe Asset Management
Reno,
Nevada
|
$37.8M
|
+$1.44M
|
+56,590
|
+4%
|
|
|
104
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$37.6M
|
-$59.8K
|
-2,356
|
-0.2%
|
|
|
105
|
Sherwood Financial Partners
Westlake Village,
California
|
$37.5M
|
-$312K
|
-12,304
|
-0.9%
|
|
|
106
|
Sequoia Financial Advisors
Akron,
Ohio
|
$37.2M
|
+$508
|
+20
|
+0%
|
|
|
107
|
Access Financial Services
Minneapolis,
Minnesota
|
$37.1M
|
-$3.42M
|
-134,668
|
-9%
|
|
|
108
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$37.1M
|
-$3.63M
|
-142,811
|
-9%
|
|
|
109
|
Quantinno Capital Management
New York
|
$36.9M
|
+$4.74M
|
+186,848
|
+15%
|
|
|
110
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$36.3M
|
+$1.3M
|
+51,305
|
+4%
|
|
|
111
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$36.1M
|
+$1.35M
|
+53,242
|
+4%
|
|
|
112
|
Ashford Advisors
Pittsford,
New York
|
$35.9M
|
-$1.44M
|
-56,542
|
-4%
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$35.6M
|
+$2.07M
|
+81,482
|
+6%
|
|
|
114
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$35.3M
|
+$1.11M
|
+43,529
|
+3%
|
|
|
115
|
Valicenti Advisory Services
Elmira,
New York
|
$35.3M
|
+$456K
|
+17,957
|
+1%
|
|
|
116
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$34.8M
|
-$286K
|
-11,274
|
-0.8%
|
|
|
117
|
SigFig Wealth Management
San Francisco,
California
|
$34.7M
|
+$3.79M
|
+149,330
|
+13%
|
|
|
118
|
Athena Investment Management
Orinda,
California
|
$34.5M
|
-$329K
|
-12,965
|
-1%
|
|
|
119
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$34.4M
|
+$777K
|
+30,606
|
+2%
|
|
|
120
|
Ballast Advisors
Woodbury,
Minnesota
|
$34.4M
|
-$277K
|
-10,924
|
-0.8%
|
|
|
121
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$34.2M
|
+$1.2M
|
+47,103
|
+4%
|
|
|
122
|
St Louis Trust
Saint Louis,
Missouri
|
$34.2M
|
–
|
–
|
–
|
|
|
123
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$33.8M
|
-$803K
|
-31,625
|
-2%
|
|
|
124
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.5M
|
-$825K
|
-32,482
|
-2%
|
|
|
125
|
Fortis Capital Management
Bellevue,
Washington
|
$33.3M
|
+$1.56M
|
+61,505
|
+5%
|
|
