|
101
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$15.2M
|
+$370K
|
+5,600
|
+2%
|
|
|
102
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.9M
|
+$15.1M
|
+228,823
|
+6,347%
|
|
|
103
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$14.7M
|
+$6.84M
|
+103,510
|
+83%
|
|
|
104
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.3M
|
+$519K
|
+7,853
|
+4%
|
|
|
105
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$14.2M
|
-$38.9M
|
-589,679
|
-78%
|
|
|
106
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$14.1M
|
+$14.6M
|
+220,832
|
New
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$13.9M
|
+$219K
|
+3,314
|
+2%
|
|
|
108
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$13.8M
|
+$4.4M
|
+66,580
|
+45%
|
|
|
109
|
Foresight Wealth Management
Draper,
Utah
|
$13.7M
|
+$810K
|
+12,271
|
+6%
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$13.7M
|
+$3.54M
|
+53,677
|
+34%
|
|
|
111
|
Vectors Research Management
New York
|
$13.2M
|
+$1.9M
|
+28,813
|
+16%
|
|
|
112
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$13M
|
-$7.42M
|
-112,428
|
-36%
|
|
|
113
|
Navalign LLC
Encino,
California
|
$12.9M
|
-$134K
|
-2,034
|
-1%
|
|
|
114
|
Trilogy Capital
Irvine,
California
|
$12.7M
|
-$231K
|
-3,494
|
-2%
|
|
|
115
|
Iron Horse Wealth Management
Johston,
Iowa
|
$12.5M
|
+$24.7K
|
+374
|
+0.2%
|
|
|
116
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.2M
|
+$1.27M
|
+19,158
|
+11%
|
|
|
117
|
MML Investors Services
Springfield,
Massachusetts
|
$12.2M
|
+$1.36M
|
+20,664
|
+12%
|
|
|
118
|
Diligent Investors
Redlands,
California
|
$12.2M
|
–
|
–
|
–
|
|
|
119
|
ERn Financial LLC
Middleton,
Wisconsin
|
$11.9M
|
+$102K
|
+1,546
|
+0.8%
|
|
|
120
|
HNP Capital
Rochester,
New York
|
$11.7M
|
+$354K
|
+5,368
|
+3%
|
|
|
121
|
Better Money Decisions
Santa Fe,
New Mexico
|
$11.5M
|
+$430K
|
+6,518
|
+4%
|
|
|
122
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$11.4M
|
+$11.8M
|
+178,039
|
New
|
|
|
123
|
Southport Capital Management
Chattanooga,
Tennessee
|
$11M
|
+$713K
|
+10,798
|
+7%
|
|
|
124
|
State Street
Boston,
Massachusetts
|
$10.9M
|
+$2.6M
|
+39,340
|
+30%
|
|
|
125
|
United Capital Financial Advisors
Irving,
Texas
|
$10.7M
|
-$783K
|
-11,851
|
-7%
|
|
