|
101
|
Access Financial Services
Minneapolis,
Minnesota
|
$40.9M
|
+$2.94M
|
+110,238
|
+8%
|
|
|
102
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.8M
|
-$6.77M
|
-253,477
|
-14%
|
|
|
103
|
FIDELIS iM
Medford,
Oregon
|
$40.5M
|
+$36.2M
|
+1,354,421
|
+907%
|
|
|
104
|
Modera Wealth Management
Westwood,
New Jersey
|
$40.3M
|
-$765K
|
-28,630
|
-2%
|
|
|
105
|
Belpointe Asset Management
Reno,
Nevada
|
$39.6M
|
+$986K
|
+36,919
|
+3%
|
|
|
106
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$39.4M
|
+$571K
|
+21,382
|
+1%
|
|
|
107
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$39.3M
|
+$6.23M
|
+233,431
|
+19%
|
|
|
108
|
Matrix Trust Company
Denver,
Colorado
|
$39.2M
|
+$417K
|
+15,610
|
+1%
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$38.5M
|
+$2.06M
|
+77,158
|
+6%
|
|
|
110
|
Embree Financial Group
Chicago,
Illinois
|
$38.4M
|
-$4.57M
|
-171,191
|
-11%
|
|
|
111
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$38.3M
|
+$1.2M
|
+45,019
|
+3%
|
|
|
112
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$38.2M
|
+$348K
|
+13,031
|
+0.9%
|
|
|
113
|
Sequoia Financial Advisors
Akron,
Ohio
|
$38.2M
|
+$261K
|
+9,760
|
+0.7%
|
|
|
114
|
Destination Wealth Management
Walnut Creek,
California
|
$38.1M
|
+$12.3M
|
+462,254
|
+48%
|
|
|
115
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$37.9M
|
+$1M
|
+37,558
|
+3%
|
|
|
116
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$37.9M
|
-$509K
|
-19,059
|
-1%
|
|
|
117
|
Sherwood Financial Partners
Westlake Village,
California
|
$37.8M
|
-$487K
|
-18,237
|
-1%
|
|
|
118
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.7M
|
+$6.75M
|
+252,766
|
+23%
|
|
|
119
|
Ashford Advisors
Pittsford,
New York
|
$36.5M
|
-$248K
|
-9,300
|
-0.7%
|
|
|
120
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$36.3M
|
+$238K
|
+8,928
|
+0.7%
|
|
|
121
|
BCS Wealth Management
Johnson City,
Tennessee
|
$36.2M
|
+$17.9M
|
+671,264
|
+100%
|
|
|
122
|
Fortis Capital Management
Bellevue,
Washington
|
$36.1M
|
+$2M
|
+75,058
|
+6%
|
|
|
123
|
Valicenti Advisory Services
Elmira,
New York
|
$35.8M
|
-$187K
|
-7,014
|
-0.5%
|
|
|
124
|
Athena Investment Management
Orinda,
California
|
$35.2M
|
-$42.2K
|
-1,579
|
-0.1%
|
|
|
125
|
Choreo LLC
Rockford,
Illinois
|
$35.1M
|
-$4.71M
|
-176,261
|
-12%
|
|
