|
126
|
Alera Investment Advisors
Deerfield,
Illinois
|
$10.5M
|
+$2.15M
|
+38,160
|
+22%
|
|
|
127
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.5M
|
+$218K
|
+3,883
|
+2%
|
|
|
128
|
Courier Capital
Buffalo,
New York
|
$10.4M
|
+$407K
|
+7,240
|
+4%
|
|
|
129
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.3M
|
+$1.33M
|
+23,726
|
+13%
|
|
|
130
|
Darwin Wealth Management
Tampa,
Florida
|
$10.2M
|
-$332K
|
-5,908
|
-3%
|
|
|
131
|
TPG Financial Advisors
Portland,
Oregon
|
$10.1M
|
-$1.33M
|
-23,726
|
-11%
|
|
|
132
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$10M
|
+$297K
|
+5,276
|
+3%
|
|
|
133
|
Foresight Wealth Management
Draper,
Utah
|
$9.77M
|
-$409K
|
-7,269
|
-4%
|
|
|
134
|
CX Institutional
Auburn,
Indiana
|
$9.72M
|
+$429K
|
+7,629
|
+4%
|
|
|
135
|
Western Wealth Management
Golden,
Colorado
|
$9.53M
|
+$10.7K
|
+190
|
+0.1%
|
|
|
136
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$8.64M
|
-$129K
|
-2,294
|
-1%
|
|
|
137
|
State Street
Boston,
Massachusetts
|
$8.47M
|
-$444K
|
-7,893
|
-4%
|
|
|
138
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$8.44M
|
+$4.34M
|
+77,122
|
+85%
|
|
|
139
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$8.37M
|
-$211K
|
-3,748
|
-2%
|
|
|
140
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$8.32M
|
+$4.26M
|
+75,636
|
+84%
|
|
|
141
|
Rollins Financial
Atlanta,
Georgia
|
$8.28M
|
+$198K
|
+3,521
|
+2%
|
|
|
142
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.14M
|
+$5.07M
|
+90,107
|
+124%
|
|
|
143
|
WrapManager Inc
Mill Valley,
California
|
$8.13M
|
+$684K
|
+12,163
|
+8%
|
|
|
144
|
Sunesis Advisors
Overland Park,
Kansas
|
$8.01M
|
–
|
–
|
–
|
|
|
145
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$7.96M
|
+$561K
|
+9,971
|
+7%
|
|
|
146
|
Sargent Investment Group
Bethesda,
Maryland
|
$7.92M
|
+$69.8K
|
+1,241
|
+0.8%
|
|
|
147
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$7.91M
|
+$1.05M
|
+18,704
|
+15%
|
|
|
148
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$7.6M
|
+$173K
|
+3,067
|
+2%
|
|
|
149
|
Vicus Capital
State College,
Pennsylvania
|
$7.34M
|
+$961K
|
+17,088
|
+13%
|
|
|
150
|
United Capital Financial Advisors
Irving,
Texas
|
$7.3M
|
-$676K
|
-12,011
|
-8%
|
|
