|
101
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.65M
|
+$497K
|
+17,007
|
+10%
|
|
|
102
|
Empowered Funds
Havertown,
Pennsylvania
|
$5.51M
|
+$1.44M
|
+49,300
|
+35%
|
|
|
103
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$5.51M
|
+$451K
|
+15,419
|
+9%
|
|
|
104
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$5.36M
|
-$198K
|
-6,780
|
-4%
|
|
|
105
|
Cobblestone Capital Advisors
Rochester,
New York
|
$5.23M
|
+$78.5K
|
+2,685
|
+2%
|
|
|
106
|
TPG Financial Advisors
Portland,
Oregon
|
$5.03M
|
+$466K
|
+15,946
|
+10%
|
|
|
107
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.94M
|
+$597K
|
+20,425
|
+14%
|
|
|
108
|
Centric Wealth Management
Chicago,
Illinois
|
$4.92M
|
-$17.4K
|
-595
|
-0.4%
|
|
|
109
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$4.89M
|
+$348K
|
+11,914
|
+8%
|
|
|
110
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$4.86M
|
-$34.4K
|
-1,177
|
-0.7%
|
|
|
111
|
One Day In July LLC
Burlington,
Vermont
|
$4.59M
|
-$7.24M
|
-247,676
|
-61%
|
|
|
112
|
WBH Advisory
Baltimore,
Maryland
|
$4.58M
|
+$1.12M
|
+38,472
|
+33%
|
|
|
113
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.56M
|
+$4.55M
|
+155,682
|
New
|
|
|
114
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$4.51M
|
+$269K
|
+9,213
|
+6%
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.33M
|
+$253K
|
+8,638
|
+6%
|
|
|
116
|
MY Wealth Management
Germantown,
Maryland
|
$4.25M
|
+$26.8K
|
+918
|
+0.6%
|
|
|
117
|
Axiom Financial Strategies
New Albany,
Indiana
|
$4.18M
|
+$4.17M
|
+142,672
|
New
|
|
|
118
|
Theory Financial
Fort Collins,
Colorado
|
$4.02M
|
+$380
|
+13
|
+0%
|
|
|
119
|
Roundview Capital
Princeton,
New Jersey
|
$3.93M
|
-$110K
|
-3,766
|
-3%
|
|
|
120
|
Fisher Asset Management
Camas,
Washington
|
$3.9M
|
-$589K
|
-20,148
|
-13%
|
|
|
121
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$3.89M
|
+$284K
|
+9,697
|
+8%
|
|
|
122
|
JT Stratford LLC
Gainesville,
Georgia
|
$3.87M
|
+$758K
|
+25,918
|
+24%
|
|
|
123
|
Optima Capital
Beaverton,
Oregon
|
$3.79M
|
+$1.24M
|
+42,280
|
+49%
|
|
|
124
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.75M
|
-$80.8K
|
-2,764
|
-2%
|
|
|
125
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.66M
|
+$3.65M
|
+124,759
|
New
|
|
