|
126
|
Security Financial Services
Fort Wayne,
Indiana
|
$11.3M
|
+$1.17M
|
+35,834
|
+12%
|
|
|
127
|
Goldstein Advisors
Madison,
Wisconsin
|
$11M
|
-$1.19M
|
-36,439
|
-10%
|
|
|
128
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$10.8M
|
+$5.03M
|
+154,204
|
+86%
|
|
|
129
|
Vivaldi Capital Management
Chicago,
Illinois
|
$10.8M
|
-$1.84M
|
-56,331
|
-15%
|
|
|
130
|
Strategic Financial Planning
Plano,
Texas
|
$10.8M
|
+$146K
|
+4,478
|
+1%
|
|
|
131
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$10.4M
|
+$194K
|
+5,935
|
+2%
|
|
|
132
|
AIFG Consultants
Halfmoon,
New York
|
$10.4M
|
+$128K
|
+3,931
|
+1%
|
|
|
133
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.2M
|
-$49.3M
|
-1,510,538
|
-83%
|
|
|
134
|
Brown Financial Advisory
Fairhope,
Alabama
|
$10M
|
-$239K
|
-7,334
|
-2%
|
|
|
135
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10M
|
+$666K
|
+20,403
|
+7%
|
|
|
136
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10M
|
+$666K
|
+20,403
|
+7%
|
|
|
137
|
Values Added Financial
Washington,
District of Columbia
|
$9.95M
|
+$9.98M
|
+305,665
|
New
|
|
|
138
|
Halpern Financial
Ashburn,
Virginia
|
$9.91M
|
+$1.63M
|
+49,910
|
+20%
|
|
|
139
|
Knightsbridge Asset Management
Newport Beach,
California
|
$9.86M
|
-$9M
|
-275,879
|
-48%
|
|
|
140
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$9.7M
|
+$7.47M
|
+228,995
|
+331%
|
|
|
141
|
Mutual Advisors
Omaha,
Nebraska
|
$9.69M
|
+$3.33M
|
+101,977
|
+52%
|
|
|
142
|
BIP Wealth
Atlanta,
Georgia
|
$9.68M
|
-$420K
|
-12,871
|
-4%
|
|
|
143
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$9.61M
|
+$1.17M
|
+35,928
|
+14%
|
|
|
144
|
Truist Financial
Charlotte,
North Carolina
|
$9.57M
|
-$192K
|
-5,869
|
-2%
|
|
|
145
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$9.45M
|
+$393K
|
+12,047
|
+4%
|
|
|
146
|
Boltwood Capital Management
Walnut Creek,
California
|
$9.42M
|
+$24K
|
+735
|
+0.3%
|
|
|
147
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.04M
|
+$4.56M
|
+139,606
|
+101%
|
|
|
148
|
Grimes & Company
Westborough,
Massachusetts
|
$8.91M
|
+$172K
|
+5,279
|
+2%
|
|
|
149
|
DFPG Investments
Sandy,
Utah
|
$8.85M
|
+$2.07M
|
+63,399
|
+32%
|
|
|
150
|
Gradient Capital Advisors
San Diego,
California
|
$8.75M
|
+$242K
|
+7,404
|
+3%
|
|
