|
101
|
Winch Advisory Services
Appleton,
Wisconsin
|
$11M
|
+$277K
|
+7,000
|
+3%
|
|
|
102
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.8M
|
+$2.18M
|
+55,042
|
+26%
|
|
|
103
|
Fidelity International
Hamilton,
Bermuda
|
$10.6M
|
–
|
–
|
–
|
|
|
104
|
Burney Company
Reston,
Virginia
|
$10.6M
|
-$57.1K
|
-1,444
|
-0.5%
|
|
|
105
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$10.6M
|
-$11.1M
|
-280,542
|
-51%
|
|
|
106
|
United Capital Financial Advisors
Irving,
Texas
|
$10.4M
|
-$695K
|
-17,587
|
-6%
|
|
|
107
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$10.3M
|
-$172K
|
-4,341
|
-2%
|
|
|
108
|
Diligent Investors
Redlands,
California
|
$10.2M
|
+$1.84M
|
+46,417
|
+22%
|
|
|
109
|
Ackerman Capital Advisors
Dallas,
Texas
|
$9.71M
|
+$6.25M
|
+158,100
|
+181%
|
|
|
110
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.05M
|
+$100K
|
+2,533
|
+1%
|
|
|
111
|
Mariner
Overland Park,
Kansas
|
$9.04M
|
+$132K
|
+3,345
|
+1%
|
|
|
112
|
AssetMark Inc
Concord,
California
|
$8.95M
|
+$994K
|
+25,127
|
+12%
|
|
|
113
|
Southport Capital Management
Chattanooga,
Tennessee
|
$8.75M
|
+$985K
|
+24,919
|
+13%
|
|
|
114
|
MML Investors Services
Springfield,
Massachusetts
|
$8.48M
|
+$781K
|
+19,741
|
+10%
|
|
|
115
|
TPG Financial Advisors
Portland,
Oregon
|
$8.47M
|
-$2.32M
|
-58,738
|
-22%
|
|
|
116
|
State Street
Boston,
Massachusetts
|
$8.18M
|
+$8.18M
|
+206,972
|
New
|
|
|
117
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$8.16M
|
+$4.8M
|
+121,460
|
+143%
|
|
|
118
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.07M
|
-$2.13M
|
-53,765
|
-21%
|
|
|
119
|
Savant Capital
Rockford,
Illinois
|
$7.73M
|
-$205K
|
-5,195
|
-3%
|
|
|
120
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.69M
|
-$130K
|
-3,297
|
-2%
|
|
|
121
|
Truist Financial
Charlotte,
North Carolina
|
$7.69M
|
+$1.64M
|
+41,481
|
+27%
|
|
|
122
|
Pacific Financial Group
Bellevue,
Washington
|
$7.68M
|
-$201K
|
-5,091
|
-3%
|
|
|
123
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$7.66M
|
+$357K
|
+9,040
|
+5%
|
|
|
124
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$7.5M
|
+$393K
|
+9,941
|
+6%
|
|
|
125
|
Waller Financial Planning Group
Columbus,
Ohio
|
$7.45M
|
+$398K
|
+10,062
|
+6%
|
|
