|
301
|
Advisor OS
Chicago,
Illinois
|
$19.2M
|
-$564K
|
-7,094
|
-3%
|
|
|
302
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$19.2M
|
+$17.5M
|
+219,783
|
+1,130%
|
|
|
303
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$19.1M
|
+$18.9M
|
+237,824
|
New
|
|
|
304
|
Windsor Capital Management
Phoenix,
Arizona
|
$19M
|
-$700K
|
-8,800
|
-4%
|
|
|
305
|
Capital Advantage
Walnut Creek,
California
|
$18.7M
|
+$2.02M
|
+25,391
|
+12%
|
|
|
306
|
Capital Financial Group
Greenwood Village,
Colorado
|
$18.5M
|
+$18.4M
|
+230,740
|
New
|
|
|
307
|
Belpointe Asset Management
Reno,
Nevada
|
$18.4M
|
+$3.03M
|
+38,131
|
+20%
|
|
|
308
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$18.2M
|
+$636K
|
+7,999
|
+4%
|
|
|
309
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$18.2M
|
+$665K
|
+8,360
|
+4%
|
|
|
310
|
Coppell Advisory Solutions
Coppell,
Texas
|
$18.1M
|
+$3.14M
|
+39,529
|
+21%
|
|
|
311
|
Asset Allocation Strategies
Farmington,
Michigan
|
$18M
|
+$2.87M
|
+36,137
|
+19%
|
|
|
312
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$17.9M
|
-$306K
|
-3,848
|
-2%
|
|
|
313
|
Curtis Advisory Group
Santa Barbara,
California
|
$17.9M
|
-$4.38M
|
-55,099
|
-20%
|
|
|
314
|
Fortitude Financial
Spokane,
Washington
|
$17.9M
|
+$17.8M
|
+223,358
|
New
|
|
|
315
|
Advisornet Financial
Minnetonka,
Minnesota
|
$17.8M
|
+$1.65M
|
+20,804
|
+10%
|
|
|
316
|
IMC Chicago
Chicago,
Illinois
|
$17.7M
|
+$17.6M
|
+221,234
|
New
|
|
|
317
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$17.6M
|
+$801K
|
+10,077
|
+5%
|
|
|
318
|
Advisory Alpha
Holland,
Michigan
|
$17.5M
|
-$1.66M
|
-20,881
|
-9%
|
|
|
319
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$17.5M
|
+$54.2K
|
+681
|
+0.3%
|
|
|
320
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$17.4M
|
-$283K
|
-3,555
|
-2%
|
|
|
321
|
ARWA LLC
Fort Worth,
Texas
|
$17.4M
|
+$17.2M
|
+216,443
|
New
|
|
|
322
|
Fidelity Investments
Boston,
Massachusetts
|
$17.3M
|
+$1.54M
|
+19,391
|
+10%
|
|
|
323
|
RBF Capital
San Francisco,
California
|
$17.2M
|
–
|
–
|
–
|
|
|
324
|
CoreCap Advisors
Southfield,
Michigan
|
$17.1M
|
-$14.1K
|
-177
|
-0.1%
|
|
|
325
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$16.8M
|
+$163K
|
+2,048
|
+1%
|
|
