|
101
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$61.7M
|
-$5.7M
|
-84,833
|
-9%
|
|
|
102
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$60M
|
-$3.49M
|
-51,847
|
-6%
|
|
|
103
|
Auour Investments
Woburn,
Massachusetts
|
$59.5M
|
-$448K
|
-6,663
|
-0.8%
|
|
|
104
|
One Day In July LLC
Burlington,
Vermont
|
$58.6M
|
+$8.02M
|
+119,199
|
+17%
|
|
|
105
|
Americana Partners
Houston,
Texas
|
$57.7M
|
+$2.55M
|
+37,966
|
+5%
|
|
|
106
|
Integrity Alliance
Urbandale,
Iowa
|
$57.6M
|
-$37M
|
-549,822
|
-41%
|
|
|
107
|
Wealthspire Advisors (New York)
New York
|
$57.6M
|
-$3.06M
|
-45,573
|
-5%
|
|
|
108
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$57.3M
|
-$5.83M
|
-86,629
|
-10%
|
|
|
109
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$56.2M
|
-$2.28M
|
-33,911
|
-4%
|
|
|
110
|
Detalus Advisors
St. Louis,
Missouri
|
$56.1M
|
-$6.71M
|
-99,833
|
-11%
|
|
|
111
|
HM Payson & Co
Portland,
Maine
|
$56M
|
+$21.7M
|
+322,088
|
+72%
|
|
|
112
|
Denver Wealth Management
Denver,
Colorado
|
$56M
|
+$1.78M
|
+26,502
|
+4%
|
|
|
113
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$55.7M
|
+$1.58M
|
+23,538
|
+3%
|
|
|
114
|
Avidian Wealth Enterprises
Houston,
Texas
|
$55.5M
|
-$15M
|
-222,505
|
-23%
|
|
|
115
|
Snowden Capital Advisors
New York
|
$55.2M
|
+$117K
|
+1,743
|
+0.2%
|
|
|
116
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$55.1M
|
-$15.6M
|
-231,658
|
-23%
|
|
|
117
|
Penobscot Wealth Management
Portland,
Maine
|
$54.7M
|
+$3.98M
|
+59,216
|
+9%
|
|
|
118
|
North Star Asset Management
Neenah,
Wisconsin
|
$54.6M
|
-$161K
|
-2,397
|
-0.3%
|
|
|
119
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$53.9M
|
+$2.58M
|
+38,315
|
+5%
|
|
|
120
|
O'Donnell Financial Services
San Rafael,
California
|
$52.8M
|
+$778K
|
+11,576
|
+2%
|
|
|
121
|
Private Wealth Group
Tampa,
Florida
|
$52M
|
+$2.49M
|
+36,988
|
+5%
|
|
|
122
|
Janus Henderson Group
London,
|
$51.9M
|
–
|
–
|
–
|
|
|
123
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$51.7M
|
+$8.09M
|
+120,321
|
+20%
|
|
|
124
|
Financial Enhancement Group
Anderson,
Indiana
|
$50.1M
|
-$522K
|
-7,757
|
-1%
|
|
|
125
|
Brookstone Capital Management
Wheaton,
Illinois
|
$49.4M
|
-$794K
|
-11,801
|
-2%
|
|
