|
76
|
Strategic Wealth Partners
Independence,
Ohio
|
$18M
|
+$955K
|
+8,658
|
+6%
|
|
|
77
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.7M
|
+$768K
|
+6,962
|
+5%
|
|
|
78
|
KFA Private Wealth Group
Tysons,
Virginia
|
$17.5M
|
+$35.3K
|
+320
|
+0.2%
|
|
|
79
|
|
$17.4M
|
-$2.14M
|
-19,438
|
-11%
|
|
|
80
|
Financial Engines Advisors
Santa Clara,
California
|
$17.3M
|
+$613K
|
+5,561
|
+4%
|
|
|
81
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$17.2M
|
-$801K
|
-7,262
|
-4%
|
|
|
82
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$17.2M
|
+$1.52M
|
+13,748
|
+10%
|
|
|
83
|
M. Kulyk & Associates
Decatur,
Georgia
|
$17.1M
|
-$774K
|
-7,021
|
-4%
|
|
|
84
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.1M
|
+$256K
|
+2,321
|
+2%
|
|
|
85
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$16M
|
+$3.67M
|
+33,315
|
+30%
|
|
|
86
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$16M
|
+$1.22M
|
+11,067
|
+8%
|
|
|
87
|
Presidio Capital Management
San Diego,
California
|
$15.9M
|
-$757K
|
-6,869
|
-5%
|
|
|
88
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.8M
|
-$266K
|
-2,408
|
-2%
|
|
|
89
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$15.5M
|
-$5.99M
|
-54,302
|
-28%
|
|
|
90
|
Equitable Holdings
New York
|
$15.2M
|
+$8.76M
|
+79,474
|
+135%
|
|
|
91
|
Principal Securities
Des Moines,
Iowa
|
$15.2M
|
+$12.5M
|
+113,041
|
+465%
|
|
|
92
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$14.9M
|
+$229K
|
+2,081
|
+2%
|
|
|
93
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$14.9M
|
-$146K
|
-1,325
|
-1%
|
|
|
94
|
IPG Investment Advisors
San Diego,
California
|
$14.4M
|
-$1.74M
|
-15,747
|
-11%
|
|
|
95
|
Personal CFO Solutions
Chester,
New Jersey
|
$14.2M
|
+$14.1M
|
+128,329
|
New
|
|
|
96
|
Silicon Valley Capital Partners
San Jose,
California
|
$14.2M
|
-$410K
|
-3,719
|
-3%
|
|
|
97
|
NerdWallet Wealth Partners
New York
|
$14M
|
-$987K
|
-8,950
|
-7%
|
|
|
98
|
KWMG LLC
Overland Park,
Kansas
|
$13.9M
|
+$567K
|
+5,140
|
+4%
|
|
|
99
|
Trajan Wealth
Scottsdale,
Arizona
|
$13.7M
|
-$1.61M
|
-14,611
|
-11%
|
|
|
100
|
Creative Planning
Overland Park,
Kansas
|
$13.3M
|
+$1.15M
|
+10,475
|
+10%
|
|
