|
101
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$12M
|
+$11.4M
|
+216,941
|
New
|
|
|
102
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$11.8M
|
+$603K
|
+11,467
|
+6%
|
|
|
103
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$11.8M
|
-$256K
|
-4,871
|
-2%
|
|
|
104
|
WrapManager Inc
Mill Valley,
California
|
$11.7M
|
-$35K
|
-666
|
-0.3%
|
|
|
105
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
-$19.1K
|
-363
|
-0.2%
|
|
|
106
|
Foresight Wealth Management
Draper,
Utah
|
$11.4M
|
-$1.97M
|
-37,452
|
-15%
|
|
|
107
|
Symphony Financial
Houston,
Texas
|
$11.1M
|
-$2.12M
|
-40,391
|
-17%
|
|
|
108
|
HNP Capital
Rochester,
New York
|
$10.9M
|
-$940K
|
-17,892
|
-8%
|
|
|
109
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$10.9M
|
-$21.9M
|
-417,236
|
-68%
|
|
|
110
|
Iron Horse Wealth Management
Johston,
Iowa
|
$10.8M
|
+$10.3M
|
+196,008
|
New
|
|
|
111
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.8M
|
-$2.93M
|
-55,755
|
-22%
|
|
|
112
|
TPG Financial Advisors
Portland,
Oregon
|
$10.3M
|
+$2.23M
|
+42,366
|
+29%
|
|
|
113
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.3M
|
+$94.2K
|
+1,793
|
+1%
|
|
|
114
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.62M
|
+$106K
|
+2,022
|
+1%
|
|
|
115
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$9.61M
|
-$9.99M
|
-190,071
|
-52%
|
|
|
116
|
20/20 Capital Management
Costa Mesa,
California
|
$9.24M
|
+$6.97M
|
+132,673
|
+454%
|
|
|
117
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$9.07M
|
-$140K
|
-2,664
|
-2%
|
|
|
118
|
Diligent Investors
Redlands,
California
|
$8.88M
|
-$425K
|
-8,085
|
-5%
|
|
|
119
|
PFG Private Wealth Management
Lutz,
Florida
|
$8.83M
|
+$460K
|
+8,746
|
+6%
|
|
|
120
|
Meridian Wealth Management
Lexington,
Kentucky
|
$8.64M
|
+$101K
|
+1,921
|
+1%
|
|
|
121
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$8.61M
|
-$216K
|
-4,111
|
-3%
|
|
|
122
|
MML Investors Services
Springfield,
Massachusetts
|
$7.92M
|
+$1.61M
|
+30,618
|
+27%
|
|
|
123
|
Executive Wealth Management
Brighton,
Michigan
|
$7.73M
|
-$2.35M
|
-44,745
|
-24%
|
|
|
124
|
Transform Wealth
Greenwood Village,
Colorado
|
$7.7M
|
-$3.84M
|
-73,011
|
-34%
|
|
|
125
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.65M
|
+$1.81M
|
+34,465
|
+33%
|
|
