|
76
|
Keener Financial Planning
Keller,
Texas
|
$9.61M
|
+$4.13M
|
+64,916
|
+80%
|
|
|
77
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$9.41M
|
+$154K
|
+2,421
|
+2%
|
|
|
78
|
Perigon Wealth Management
San Francisco,
California
|
$9.35M
|
+$1.99M
|
+31,189
|
+28%
|
|
|
79
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$9.1M
|
+$246K
|
+3,860
|
+3%
|
|
|
80
|
Collective Family Office
York,
Pennsylvania
|
$9.06M
|
+$1.18M
|
+18,520
|
+16%
|
|
|
81
|
Valued Wealth Advisors
Holladay,
Utah
|
$9.02M
|
-$151K
|
-2,365
|
-2%
|
|
|
82
|
MB Generational Wealth
Spokane,
Washington
|
$8.87M
|
+$40.1K
|
+630
|
+0.5%
|
|
|
83
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$8.7M
|
+$149K
|
+2,341
|
+2%
|
|
|
84
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$8.37M
|
-$135K
|
-2,117
|
-2%
|
|
|
85
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.85M
|
+$112K
|
+1,754
|
+1%
|
|
|
86
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$7.8M
|
-$2.41M
|
-37,909
|
-24%
|
|
|
87
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$7.58M
|
+$892K
|
+14,016
|
+14%
|
|
|
88
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$7.47M
|
+$214K
|
+3,363
|
+3%
|
|
|
89
|
Foundry Financial Group
Laconia,
New Hampshire
|
$7.3M
|
-$758K
|
-11,912
|
-10%
|
|
|
90
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$7.18M
|
+$1.06M
|
+16,677
|
+18%
|
|
|
91
|
SOL Capital Management
Rockville,
Maryland
|
$7.03M
|
+$632K
|
+9,924
|
+10%
|
|
|
92
|
Financial Futures
Brielle,
New Jersey
|
$6.86M
|
+$1.08M
|
+16,995
|
+19%
|
|
|
93
|
Creative Planning
Overland Park,
Kansas
|
$6.42M
|
-$194K
|
-3,051
|
-3%
|
|
|
94
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.36M
|
+$835K
|
+13,112
|
+16%
|
|
|
95
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$6.28M
|
+$4.79M
|
+75,264
|
+374%
|
|
|
96
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$6.26M
|
+$6.01M
|
+94,416
|
New
|
|
|
97
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$6.18M
|
+$5.98M
|
+93,892
|
New
|
|
|
98
|
Corient Private Wealth
Miami,
Florida
|
$6.17M
|
+$20.8K
|
+327
|
+0.3%
|
|
|
99
|
Meritas Wealth Management
Larkspur,
California
|
$6.16M
|
+$2.07M
|
+32,592
|
+53%
|
|
|
100
|
Rockefeller Capital Management
New York
|
$6M
|
+$452K
|
+7,094
|
+8%
|
|
