|
101
|
WrapManager Inc
Mill Valley,
California
|
$10.7M
|
+$287K
|
+5,864
|
+3%
|
|
|
102
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.6M
|
-$4.33M
|
-88,409
|
-29%
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$10.6M
|
+$9.02M
|
+184,067
|
+669%
|
|
|
104
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$10.2M
|
+$3.41M
|
+69,668
|
+52%
|
|
|
105
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.78M
|
+$4.4M
|
+89,832
|
+85%
|
|
|
106
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.28M
|
+$696K
|
+14,203
|
+8%
|
|
|
107
|
Executive Wealth Management
Brighton,
Michigan
|
$9.25M
|
+$2.58M
|
+52,586
|
+40%
|
|
|
108
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.68M
|
-$1.65M
|
-33,584
|
-15%
|
|
|
109
|
Diligent Investors
Redlands,
California
|
$8.46M
|
+$358K
|
+7,313
|
+5%
|
|
|
110
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$8.42M
|
+$7.82M
|
+159,629
|
+1,906%
|
|
|
111
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$8.35M
|
+$908K
|
+18,527
|
+13%
|
|
|
112
|
AssetMark Inc
Concord,
California
|
$8.32M
|
-$1.44M
|
-29,346
|
-15%
|
|
|
113
|
Canandaigua National Corp
Canandaigua,
New York
|
$8.28M
|
+$767K
|
+15,653
|
+10%
|
|
|
114
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$8.02M
|
+$7.84M
|
+160,000
|
New
|
|
|
115
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$8.01M
|
+$7.84M
|
+159,850
|
New
|
|
|
116
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.8M
|
+$11.7K
|
+239
|
+0.2%
|
|
|
117
|
Meridian Wealth Management
Lexington,
Kentucky
|
$7.73M
|
+$6.68M
|
+136,378
|
+761%
|
|
|
118
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$7.69M
|
+$2.61M
|
+53,322
|
+57%
|
|
|
119
|
PFG Private Wealth Management
Lutz,
Florida
|
$7.56M
|
-$160K
|
-3,270
|
-2%
|
|
|
120
|
IFP Advisors
Tampa,
Florida
|
$7.45M
|
-$646K
|
-13,188
|
-8%
|
|
|
121
|
TPG Financial Advisors
Portland,
Oregon
|
$7.26M
|
-$1.37M
|
-27,871
|
-16%
|
|
|
122
|
Jackson Wealth Management
Lake Mary,
Florida
|
$6.85M
|
-$611K
|
-12,457
|
-8%
|
|
|
123
|
Vicus Capital
State College,
Pennsylvania
|
$6.6M
|
-$819K
|
-16,710
|
-11%
|
|
|
124
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.44M
|
+$378K
|
+7,703
|
+6%
|
|
|
125
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$6.33M
|
-$195K
|
-3,984
|
-3%
|
|
