|
126
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.1M
|
+$459K
|
+2,800
|
+4%
|
|
|
127
|
Avion Wealth
The Woodlands,
Texas
|
$12M
|
+$947K
|
+5,775
|
+8%
|
|
|
128
|
Partners in Financial Planning
Salem,
Virginia
|
$11.8M
|
+$131K
|
+800
|
+1%
|
|
|
129
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.6M
|
+$469K
|
+2,862
|
+4%
|
|
|
130
|
American Research & Management Company
Marion,
Massachusetts
|
$11.6M
|
+$383K
|
+2,338
|
+3%
|
|
|
131
|
Steward Partners Investment Advisory
New York
|
$11.6M
|
-$439K
|
-2,678
|
-3%
|
|
|
132
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$11.2M
|
+$12.3M
|
+74,993
|
New
|
|
|
133
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$11.1M
|
-$300K
|
-1,829
|
-2%
|
|
|
134
|
Quest Investment Management
Lake Oswego,
Oregon
|
$11.1M
|
–
|
–
|
–
|
|
|
135
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$11M
|
+$95.9K
|
+585
|
+0.8%
|
|
|
136
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.9M
|
+$4.41M
|
+26,916
|
+59%
|
|
|
137
|
|
$10.8M
|
+$515K
|
+3,139
|
+5%
|
|
|
138
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.8M
|
-$820K
|
-5,003
|
-6%
|
|
|
139
|
EP Wealth Advisors
Torrance,
California
|
$10.7M
|
+$3.33M
|
+20,296
|
+40%
|
|
|
140
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$10.6M
|
+$277K
|
+1,690
|
+2%
|
|
|
141
|
Foster & Motley
Cincinnati,
Ohio
|
$10.6M
|
+$675K
|
+4,115
|
+6%
|
|
|
142
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$10.6M
|
+$11.6M
|
+70,634
|
New
|
|
|
143
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.6M
|
+$527K
|
+3,215
|
+5%
|
|
|
144
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$10.5M
|
+$210K
|
+1,279
|
+2%
|
|
|
145
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.4M
|
+$2.2M
|
+13,445
|
+24%
|
|
|
146
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$10.4M
|
-$88.4K
|
-539
|
-0.8%
|
|
|
147
|
Ancora Advisors
Cleveland,
Ohio
|
$10.2M
|
+$313K
|
+1,910
|
+3%
|
|
|
148
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$10.1M
|
+$353K
|
+2,150
|
+3%
|
|
|
149
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$9.95M
|
+$24.4K
|
+149
|
+0.2%
|
|
|
150
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$9.85M
|
-$134K
|
-816
|
-1%
|
|
