|
201
|
Csenge Advisory Group
Clearwater,
Florida
|
$5.03M
|
-$396K
|
-7,566
|
-7%
|
|
|
202
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$5.02M
|
+$323K
|
+6,159
|
+7%
|
|
|
203
|
|
$4.97M
|
+$4.65M
|
+88,774
|
+1,849%
|
|
|
204
|
MJP Associates
Farmington,
Connecticut
|
$4.96M
|
-$1.01M
|
-19,338
|
-17%
|
|
|
205
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$4.93M
|
+$186K
|
+3,555
|
+4%
|
|
|
206
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.92M
|
+$2.77M
|
+52,987
|
+134%
|
|
|
207
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.84M
|
+$213K
|
+4,063
|
+5%
|
|
|
208
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.84M
|
+$2M
|
+38,118
|
+72%
|
|
|
209
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.71M
|
+$729K
|
+13,929
|
+17%
|
|
|
210
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4.71M
|
+$5.1M
|
+97,317
|
New
|
|
|
211
|
Black Swift Group
Boulder,
Colorado
|
$4.66M
|
+$63.5K
|
+1,212
|
+1%
|
|
|
212
|
Roosevelt Investment Group
New York
|
$4.64M
|
+$33.6K
|
+642
|
+0.7%
|
|
|
213
|
9258 Wealth Management
Blue Ash,
Ohio
|
$4.49M
|
+$4.43M
|
+84,577
|
New
|
|
|
214
|
BlackDiamond Wealth Management
New York
|
$4.47M
|
+$372K
|
+7,096
|
+9%
|
|
|
215
|
Independent Wealth Network
Urbandale,
Iowa
|
$4.45M
|
+$155K
|
+2,953
|
+4%
|
|
|
216
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.45M
|
-$9.51M
|
-181,570
|
-68%
|
|
|
217
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.25M
|
-$352K
|
-6,714
|
-8%
|
|
|
218
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$4.18M
|
+$200K
|
+3,813
|
+5%
|
|
|
219
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.16M
|
+$1.9M
|
+36,250
|
+86%
|
|
|
220
|
Bank of New York Mellon
New York
|
$4.13M
|
-$644K
|
-12,307
|
-14%
|
|
|
221
|
Financial Counselors Inc
Overland Park,
Kansas
|
$4.12M
|
–
|
–
|
–
|
|
|
222
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$4.05M
|
+$1.9M
|
+36,192
|
+91%
|
|
|
223
|
Advisor OS
Chicago,
Illinois
|
$3.96M
|
+$1.12M
|
+21,297
|
+40%
|
|
|
224
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$3.9M
|
-$31.1K
|
-594
|
-0.8%
|
|
|
225
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$3.75M
|
-$114K
|
-2,183
|
-3%
|
|
