|
76
|
Heritage Wealth Management (California)
San Diego,
California
|
$14.1M
|
+$683K
|
+10,600
|
+5%
|
|
|
77
|
Apella Capital
West Hartford,
Connecticut
|
$13.9M
|
+$5.28M
|
+81,958
|
+68%
|
|
|
78
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.9M
|
-$2.46M
|
-38,133
|
-16%
|
|
|
79
|
Keener Financial Planning
Keller,
Texas
|
$13.6M
|
+$2.69M
|
+41,849
|
+27%
|
|
|
80
|
Corient Private Wealth
Miami,
Florida
|
$13.2M
|
+$6.18M
|
+95,916
|
+98%
|
|
|
81
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$13.1M
|
+$9.34K
|
+145
|
+0.1%
|
|
|
82
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.9M
|
+$181K
|
+2,809
|
+2%
|
|
|
83
|
McMill Wealth Management
Norfolk,
Nebraska
|
$12.8M
|
+$1.09M
|
+16,998
|
+10%
|
|
|
84
|
REAP Financial Group
Austin,
Texas
|
$12.3M
|
-$143K
|
-2,228
|
-1%
|
|
|
85
|
Nova R Wealth
Overland Park,
Kansas
|
$12.1M
|
+$537K
|
+8,336
|
+5%
|
|
|
86
|
Collective Family Office
York,
Pennsylvania
|
$12M
|
+$760K
|
+11,804
|
+7%
|
|
|
87
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$12M
|
-$725K
|
-11,264
|
-6%
|
|
|
88
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$11.9M
|
+$308K
|
+4,788
|
+3%
|
|
|
89
|
Krilogy Financial
St. Louis,
Missouri
|
$11.8M
|
-$195K
|
-3,021
|
-2%
|
|
|
90
|
Atria Investments
Charlotte,
North Carolina
|
$11.5M
|
-$796K
|
-12,363
|
-7%
|
|
|
91
|
Armis Advisers
Atlanta,
Georgia
|
$11.5M
|
+$257K
|
+3,990
|
+2%
|
|
|
92
|
Modern Wealth Management
Lenexa,
Kansas
|
$11.4M
|
-$351K
|
-5,451
|
-3%
|
|
|
93
|
Perigon Wealth Management
San Francisco,
California
|
$11.2M
|
-$112K
|
-1,744
|
-1%
|
|
|
94
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$11M
|
+$1.72M
|
+26,691
|
+20%
|
|
|
95
|
Valued Wealth Advisors
Holladay,
Utah
|
$10.9M
|
+$855K
|
+13,273
|
+9%
|
|
|
96
|
Meritas Wealth Management
Larkspur,
California
|
$10.8M
|
+$911K
|
+14,145
|
+10%
|
|
|
97
|
Echo Wealth Management
Plymouth,
Minnesota
|
$10.7M
|
+$319K
|
+4,950
|
+3%
|
|
|
98
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$10.4M
|
+$216K
|
+3,355
|
+2%
|
|
|
99
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$10.1M
|
+$1.03M
|
+15,941
|
+12%
|
|
|
100
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10M
|
+$35.7K
|
+555
|
+0.4%
|
|
