|
101
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$4.76M
|
+$481K
|
+9,524
|
+11%
|
|
|
102
|
G&S Capital
Denver,
Colorado
|
$4.71M
|
+$4.13M
|
+81,791
|
+729%
|
|
|
103
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.52M
|
+$2.08M
|
+41,234
|
+86%
|
|
|
104
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.45M
|
+$4.44M
|
+87,946
|
New
|
|
|
105
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.28M
|
+$103K
|
+2,045
|
+2%
|
|
|
106
|
Allworth Financial
Folsom,
California
|
$4.13M
|
+$277K
|
+5,482
|
+7%
|
|
|
107
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$4.11M
|
-$1.07M
|
-21,166
|
-21%
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$4.03M
|
+$2.78M
|
+55,135
|
+225%
|
|
|
109
|
Mutual Advisors
Omaha,
Nebraska
|
$4M
|
+$372K
|
+7,360
|
+10%
|
|
|
110
|
Core Wealth Partners
Santa Rosa,
California
|
$3.63M
|
-$45.3K
|
-898
|
-1%
|
|
|
111
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.6M
|
+$80.6K
|
+1,596
|
+2%
|
|
|
112
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.26M
|
-$2.13M
|
-42,254
|
-40%
|
|
|
113
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$3.23M
|
+$3.22M
|
+63,871
|
New
|
|
|
114
|
Titleist Asset Management
San Antonio,
Texas
|
$3.15M
|
+$3.14M
|
+62,227
|
New
|
|
|
115
|
Win Advisors
Palm Beach Gardens,
Florida
|
$3.04M
|
+$3.03M
|
+60,095
|
New
|
|
|
116
|
HM Payson & Co
Portland,
Maine
|
$3.04M
|
–
|
–
|
–
|
|
|
117
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.97M
|
+$2.96M
|
+58,650
|
New
|
|
|
118
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.95M
|
+$1.9M
|
+37,554
|
+181%
|
|
|
119
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.92M
|
+$2.27M
|
+45,042
|
+355%
|
|
|
120
|
Main Management
San Francisco,
California
|
$2.88M
|
+$1.06M
|
+20,971
|
+58%
|
|
|
121
|
Boston Family Office
Boston,
Massachusetts
|
$2.84M
|
+$558K
|
+11,052
|
+25%
|
|
|
122
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.83M
|
+$948K
|
+18,780
|
+51%
|
|
|
123
|
Davenport & Co
Richmond,
Virginia
|
$2.81M
|
+$87.4K
|
+1,731
|
+3%
|
|
|
124
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$2.78M
|
+$2.78M
|
+55,000
|
New
|
|
|
125
|
Mather Group
Chicago,
Illinois
|
$2.76M
|
-$857K
|
-16,979
|
-24%
|
|
