|
101
|
Curi Wealth Management
Raleigh,
North Carolina
|
$4.94M
|
+$2.09M
|
+91,880
|
+74%
|
|
|
102
|
Financial Designs
Claremont,
California
|
$4.81M
|
+$4.8M
|
+210,796
|
New
|
|
|
103
|
Cooper/Haims Advisors
Victor,
New York
|
$4.78M
|
+$1.89M
|
+83,184
|
+66%
|
|
|
104
|
ProVise Management Group
Clearwater,
Florida
|
$4.75M
|
-$1.12M
|
-49,222
|
-19%
|
|
|
105
|
Clearview Wealth Advisors
Salem,
Oregon
|
$4.72M
|
-$1.63M
|
-71,588
|
-26%
|
|
|
106
|
World Investment Advisors
Santa Barbara,
California
|
$4.54M
|
+$63.4K
|
+2,784
|
+1%
|
|
|
107
|
SageView Advisory Group
Newport Beach,
California
|
$4.48M
|
+$4.47M
|
+196,250
|
New
|
|
|
108
|
Summit Financial Strategies
Columbus,
Ohio
|
$4.48M
|
-$418K
|
-18,382
|
-9%
|
|
|
109
|
SNS Financial Group
Minneapolis,
Minnesota
|
$4.42M
|
+$4.41M
|
+193,528
|
New
|
|
|
110
|
Lodestar Private Asset Management
Alamo,
California
|
$4.37M
|
+$4.36M
|
+191,618
|
New
|
|
|
111
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$4.01M
|
+$303K
|
+13,324
|
+8%
|
|
|
112
|
Bangor Savings Bank
Bangor,
Maine
|
$4M
|
-$808K
|
-35,470
|
-17%
|
|
|
113
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.97M
|
-$187K
|
-8,196
|
-5%
|
|
|
114
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.97M
|
-$187K
|
-8,196
|
-5%
|
|
|
115
|
Waverly Advisors
Birmingham,
Alabama
|
$3.74M
|
+$99.4K
|
+4,368
|
+3%
|
|
|
116
|
ETF Store
Overland Park,
Kansas
|
$3.74M
|
-$295K
|
-12,962
|
-7%
|
|
|
117
|
Empirical Wealth Management
Seattle,
Washington
|
$3.71M
|
-$31.5K
|
-1,382
|
-0.8%
|
|
|
118
|
Old Mission Capital
Chicago,
Illinois
|
$3.69M
|
+$568K
|
+24,966
|
+18%
|
|
|
119
|
Corrigan Financial
Middletown,
Rhode Island
|
$3.66M
|
+$184K
|
+8,072
|
+5%
|
|
|
120
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.55M
|
+$124K
|
+5,466
|
+4%
|
|
|
121
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.55M
|
+$29.6K
|
+1,302
|
+0.8%
|
|
|
122
|
Ancora Advisors
Cleveland,
Ohio
|
$3.52M
|
-$3.52M
|
-154,686
|
-50%
|
|
|
123
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$3.45M
|
+$121K
|
+5,296
|
+4%
|
|
|
124
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$3.38M
|
+$3.37M
|
+147,898
|
New
|
|
|
125
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.34M
|
-$1.13M
|
-49,702
|
-25%
|
|
