|
101
|
Penobscot Wealth Management
Portland,
Maine
|
$19.1M
|
-$1.22M
|
-25,917
|
-6%
|
|
|
102
|
Ascent Group
Virginia Beach,
Virginia
|
$19M
|
+$256K
|
+5,449
|
+1%
|
|
|
103
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$18.8M
|
-$411K
|
-8,768
|
-2%
|
|
|
104
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$18.3M
|
+$1.47M
|
+31,248
|
+9%
|
|
|
105
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.1M
|
-$190K
|
-4,045
|
-1%
|
|
|
106
|
Ausdal Financial Partners
Davenport,
Iowa
|
$18.1M
|
-$215K
|
-4,588
|
-1%
|
|
|
107
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$17.8M
|
+$3.78M
|
+80,669
|
+28%
|
|
|
108
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$17.7M
|
+$518K
|
+11,037
|
+3%
|
|
|
109
|
Windsor Capital Management
Phoenix,
Arizona
|
$17.3M
|
-$270K
|
-5,761
|
-2%
|
|
|
110
|
Atria Wealth Solutions
New York
|
$17.2M
|
+$335K
|
+7,144
|
+2%
|
|
|
111
|
Summit Global Investments
Bountiful,
Utah
|
$17.1M
|
+$5.62M
|
+119,814
|
+51%
|
|
|
112
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$17M
|
+$438K
|
+9,341
|
+3%
|
|
|
113
|
Adams Wealth Management
Logan,
Utah
|
$16.6M
|
-$4.87M
|
-103,891
|
-23%
|
|
|
114
|
Highland Financial Advisors
Wayne,
New Jersey
|
$16.6M
|
+$260K
|
+5,549
|
+2%
|
|
|
115
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$16.4M
|
+$1.05M
|
+22,287
|
+7%
|
|
|
116
|
US Bancorp
Minneapolis,
Minnesota
|
$16.2M
|
+$892K
|
+19,019
|
+6%
|
|
|
117
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$16.1M
|
-$2.35M
|
-50,013
|
-13%
|
|
|
118
|
Flynn Zito Capital Management
Garden City,
New York
|
$16M
|
+$1.91M
|
+40,675
|
+14%
|
|
|
119
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$15.4M
|
-$206K
|
-4,384
|
-1%
|
|
|
120
|
Vivaldi Capital Management
Chicago,
Illinois
|
$15.3M
|
-$1.42M
|
-30,304
|
-9%
|
|
|
121
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$15M
|
+$570K
|
+12,149
|
+4%
|
|
|
122
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$14.8M
|
+$4.95M
|
+105,518
|
+52%
|
|
|
123
|
|
$14.2M
|
-$150K
|
-3,199
|
-1%
|
|
|
124
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$14.2M
|
+$13.8M
|
+294,114
|
New
|
|
|
125
|
CSM Advisors
Warrendale,
Pennsylvania
|
$14.1M
|
+$8.7M
|
+185,517
|
+172%
|
|
