|
101
|
Strategic Planning Group
Bountiful,
Utah
|
$9.69M
|
+$646K
|
+19,079
|
+7%
|
|
|
102
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$9.68M
|
+$193K
|
+5,693
|
+2%
|
|
|
103
|
Saiph Capital
Wyckoff,
New Jersey
|
$9.45M
|
+$2.27M
|
+66,908
|
+31%
|
|
|
104
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$9.43M
|
+$1.04M
|
+30,805
|
+12%
|
|
|
105
|
AllGen Financial Advisors
Orlando,
Florida
|
$9.43M
|
+$421K
|
+12,444
|
+5%
|
|
|
106
|
Foster & Motley
Cincinnati,
Ohio
|
$9.24M
|
+$2.2M
|
+64,824
|
+31%
|
|
|
107
|
Amtrust Financial Services
New York
|
$9.14M
|
–
|
–
|
–
|
|
|
108
|
Burns Matteson Capital Management
Corning,
New York
|
$9.11M
|
+$3.42M
|
+100,840
|
+60%
|
|
|
109
|
UMB Bank
Kansas City,
Missouri
|
$9.04M
|
+$9.06M
|
+267,437
|
New
|
|
|
110
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$8.4M
|
+$730K
|
+21,560
|
+9%
|
|
|
111
|
Roundview Capital
Princeton,
New Jersey
|
$8.33M
|
+$295K
|
+8,699
|
+4%
|
|
|
112
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$8.29M
|
+$8.3M
|
+245,053
|
New
|
|
|
113
|
Flatrock Wealth Partners
Newport Beach,
California
|
$8.24M
|
+$8.26M
|
+243,791
|
New
|
|
|
114
|
Ignite Planners
San Clemente,
California
|
$8.19M
|
+$26K
|
+767
|
+0.3%
|
|
|
115
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.18M
|
+$148K
|
+4,371
|
+2%
|
|
|
116
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$8.06M
|
+$696K
|
+20,552
|
+9%
|
|
|
117
|
Global Retirement Partners
San Rafael,
California
|
$7.83M
|
-$191K
|
-5,626
|
-2%
|
|
|
118
|
Columbus Macro
New Castle,
Pennsylvania
|
$7.61M
|
+$2.62M
|
+77,416
|
+52%
|
|
|
119
|
MAI Capital Management
Independence,
Ohio
|
$7.57M
|
-$39.7K
|
-1,172
|
-0.5%
|
|
|
120
|
Gentry Private Wealth
Wichita,
Kansas
|
$7.52M
|
+$399K
|
+11,776
|
+6%
|
|
|
121
|
MGO One Seven
Beachwood,
Ohio
|
$7.47M
|
+$411K
|
+12,131
|
+6%
|
|
|
122
|
NBC Securities
Birmingham,
Alabama
|
$7.47M
|
+$1.5M
|
+44,213
|
+25%
|
|
|
123
|
Impact Partnership Wealth
Marietta,
Georgia
|
$7.45M
|
+$3.47M
|
+102,392
|
+87%
|
|
|
124
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$7.32M
|
+$7.34M
|
+216,650
|
New
|
|
|
125
|
Snowden Capital Advisors
New York
|
$7.3M
|
+$1.45M
|
+42,851
|
+25%
|
|
