|
101
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$14.9M
|
+$174K
|
+2,130
|
+1%
|
|
|
102
|
Facet Wealth Inc
Baltimore,
Maryland
|
$14.6M
|
-$1.12M
|
-13,708
|
-7%
|
|
|
103
|
Bensler
Bellevue,
Washington
|
$13.9M
|
+$684K
|
+8,363
|
+5%
|
|
|
104
|
Arete Wealth Advisors
Chicago,
Illinois
|
$13.7M
|
+$182K
|
+2,222
|
+1%
|
|
|
105
|
Farther Finance Advisors
San Francisco,
California
|
$13.6M
|
-$309K
|
-3,775
|
-2%
|
|
|
106
|
Ervin Investment Management
Seattle,
Washington
|
$13.3M
|
+$41.7K
|
+510
|
+0.3%
|
|
|
107
|
|
$13.3M
|
-$74.6K
|
-912
|
-0.6%
|
|
|
108
|
XML Financial
Bethesda,
Maryland
|
$13M
|
+$219K
|
+2,675
|
+2%
|
|
|
109
|
Portfolio Strategies
Monsey,
New York
|
$12.9M
|
+$47.6K
|
+582
|
+0.4%
|
|
|
110
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$12.6M
|
+$1.4M
|
+17,168
|
+13%
|
|
|
111
|
G&S Capital
Denver,
Colorado
|
$12.6M
|
+$224K
|
+2,742
|
+2%
|
|
|
112
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$12.5M
|
+$507K
|
+6,200
|
+4%
|
|
|
113
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$1.41M
|
+17,201
|
+13%
|
|
|
114
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$12.2M
|
-$388K
|
-4,750
|
-3%
|
|
|
115
|
Evensky & Katz
Coral Gables,
Florida
|
$12.2M
|
-$210K
|
-2,571
|
-2%
|
|
|
116
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$12.1M
|
+$500K
|
+6,111
|
+4%
|
|
|
117
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$12M
|
+$1.29M
|
+15,803
|
+12%
|
|
|
118
|
Investors Research Corp
Atlanta,
Georgia
|
$11.6M
|
-$156K
|
-1,909
|
-1%
|
|
|
119
|
Balentine LLC
Atlanta,
Georgia
|
$11.6M
|
-$601K
|
-7,349
|
-5%
|
|
|
120
|
TD Capital Management
Memphis,
Tennessee
|
$11.6M
|
+$1.17M
|
+14,350
|
+11%
|
|
|
121
|
Global Retirement Partners
San Rafael,
California
|
$11.5M
|
+$406K
|
+4,963
|
+4%
|
|
|
122
|
Retirement Capital Strategies
San Jose,
California
|
$11.1M
|
–
|
–
|
–
|
|
|
123
|
Lido Advisors
Los Angeles,
California
|
$11.1M
|
+$170K
|
+2,075
|
+2%
|
|
|
124
|
IRON Financial
Northbrook,
Illinois
|
$10.6M
|
-$227K
|
-2,780
|
-2%
|
|
|
125
|
M3 Wealth Management
Cincinnati,
Ohio
|
$10.6M
|
+$10.5M
|
+127,969
|
New
|
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