|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$65.4M
|
-$2.74M
|
-84,681
|
-4%
|
|
|
2
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$42M
|
+$40.9M
|
+1,265,341
|
New
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$31M
|
+$30.2M
|
+932,598
|
New
|
|
|
4
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$15.3M
|
+$7.08M
|
+219,034
|
+91%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$2.35M
|
+72,798
|
+20%
|
|
|
6
|
Jackson Wealth Management
Lake Mary,
Florida
|
$12.2M
|
+$11.6M
|
+357,226
|
New
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.7M
|
+$10.4M
|
+320,813
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.01M
|
+$903K
|
+27,918
|
+15%
|
|
|
9
|
|
$6.66M
|
+$5.66M
|
+175,040
|
+684%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$6.15M
|
+$5.99M
|
+185,130
|
New
|
|
|
11
|
|
$4.97M
|
+$61.6K
|
+1,904
|
+1%
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4M
|
+$3.89M
|
+120,365
|
New
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.44M
|
+$3.35M
|
+103,497
|
New
|
|
|
14
|
Isthmus Partners
Madison,
Wisconsin
|
$2.92M
|
+$27.5K
|
+849
|
+1%
|
|
|
15
|
JRM Investment Counsel
Omaha,
Nebraska
|
$2.9M
|
+$2.82M
|
+87,248
|
New
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.77M
|
+$2.7M
|
+83,389
|
New
|
|
|
17
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.53M
|
+$2.46M
|
+76,065
|
New
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$2.3M
|
+$772K
|
+23,881
|
+53%
|
|
|
19
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.77M
|
+$195K
|
+6,030
|
+13%
|
|
|
20
|
Watermark Asset Management
San Ramon,
California
|
$1.76M
|
+$1.71M
|
+52,915
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.59M
|
+$38.5K
|
+1,190
|
+3%
|
|
|
22
|
|
$1.55M
|
-$196K
|
-6,075
|
-12%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
+$277K
|
+8,557
|
+25%
|
|
|
24
|
D. Scott Neal
Lexington,
Kentucky
|
$1.4M
|
+$1.37M
|
+42,228
|
New
|
|
|
25
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.38M
|
+$1.34M
|
+41,577
|
New
|
|
