|
101
|
F/M Investments
Washington,
District of Columbia
|
$848K
|
–
|
–
|
–
|
|
|
102
|
Perennial Investment Advisors
Los Angeles,
California
|
$839K
|
+$345K
|
+6,942
|
+63%
|
|
|
103
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$814K
|
+$156K
|
+3,148
|
+22%
|
|
|
104
|
Maia Wealth
Denver,
Colorado
|
$811K
|
-$12.6K
|
-253
|
-1%
|
|
|
105
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$810K
|
+$54.4K
|
+1,095
|
+6%
|
|
|
106
|
Theory Financial
Fort Collins,
Colorado
|
$762K
|
+$6.51K
|
+131
|
+0.8%
|
|
|
107
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$743K
|
+$145K
|
+2,929
|
+23%
|
|
|
108
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$708K
|
–
|
–
|
–
|
|
|
109
|
WealthGarden F.S.
El Segundo,
California
|
$697K
|
+$37.1K
|
+748
|
+5%
|
|
|
110
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$688K
|
-$94K
|
-1,892
|
-11%
|
|
|
111
|
Wade Financial Advisory
Campbell,
California
|
$680K
|
+$111K
|
+2,237
|
+18%
|
|
|
112
|
Modern Wealth Management
Lenexa,
Kansas
|
$669K
|
+$712K
|
+14,342
|
New
|
|
|
113
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$668K
|
–
|
–
|
–
|
|
|
114
|
Congress Wealth Management
Boston,
Massachusetts
|
$660K
|
+$60.6K
|
+1,221
|
+9%
|
|
|
115
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$658K
|
+$30.1K
|
+607
|
+5%
|
|
|
116
|
Copperleaf Capital
Raleigh,
North Carolina
|
$654K
|
+$112K
|
+2,264
|
+19%
|
|
|
117
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$643K
|
+$397
|
+8
|
+0.1%
|
|
|
118
|
Aufman Associates
Sewickley,
Pennsylvania
|
$637K
|
+$1.49K
|
+30
|
+0.2%
|
|
|
119
|
Creative Planning
Overland Park,
Kansas
|
$626K
|
+$272K
|
+5,477
|
+69%
|
|
|
120
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$625K
|
-$410K
|
-8,253
|
-38%
|
|
|
121
|
UBS Group
Zurich,
Switzerland
|
$613K
|
+$251K
|
+5,060
|
+63%
|
|
|
122
|
CreativeOne Wealth
Overland Park,
Kansas
|
$613K
|
+$49.7K
|
+1,000
|
+8%
|
|
|
123
|
Strategic Blueprint
Atlanta,
Georgia
|
$590K
|
+$7.1K
|
+143
|
+1%
|
|
|
124
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$587K
|
+$29.3K
|
+590
|
+5%
|
|
|
125
|
Coldstream Capital Management
Bellevue,
Washington
|
$574K
|
–
|
–
|
–
|
|
