|
76
|
Silver Oak Advisory Group
Portland,
Oregon
|
$20.1M
|
+$383K
|
+7,872
|
+2%
|
|
|
77
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19.6M
|
+$654K
|
+13,442
|
+3%
|
|
|
78
|
True Link Financial Advisors
San Francisco,
California
|
$19.6M
|
+$2.27M
|
+46,536
|
+13%
|
|
|
79
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$19.6M
|
+$5.69M
|
+116,956
|
+42%
|
|
|
80
|
Falcon Wealth Planning
Ontario,
California
|
$19.2M
|
+$1.48M
|
+30,469
|
+9%
|
|
|
81
|
Venturi Wealth Management
Austin,
Texas
|
$19.2M
|
+$18.9M
|
+388,871
|
+1,080,197%
|
|
|
82
|
Waller Financial Planning Group
Columbus,
Ohio
|
$18.8M
|
-$534K
|
-10,959
|
-3%
|
|
|
83
|
CX Institutional
Auburn,
Indiana
|
$18.8M
|
-$799K
|
-16,413
|
-4%
|
|
|
84
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.7M
|
-$569K
|
-11,685
|
-3%
|
|
|
85
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.4M
|
+$1.5M
|
+30,884
|
+9%
|
|
|
86
|
AE Wealth Management
Topeka,
Kansas
|
$18.4M
|
+$4.86M
|
+99,863
|
+36%
|
|
|
87
|
Refined Wealth Management
Salt Lake City,
Utah
|
$18.2M
|
+$92.2K
|
+1,894
|
+0.5%
|
|
|
88
|
Atria Investments
Charlotte,
North Carolina
|
$18.2M
|
+$439K
|
+9,020
|
+3%
|
|
|
89
|
First Horizon Advisors
Memphis,
Tennessee
|
$17.8M
|
+$460K
|
+9,439
|
+3%
|
|
|
90
|
Evolution Advisers
Richmond,
Virginia
|
$17.3M
|
+$522K
|
+10,729
|
+3%
|
|
|
91
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$17.2M
|
+$2.2M
|
+45,255
|
+15%
|
|
|
92
|
Wiser Wealth Management
Marietta,
Georgia
|
$16.6M
|
+$1.05M
|
+21,628
|
+7%
|
|
|
93
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$16.4M
|
+$254K
|
+5,208
|
+2%
|
|
|
94
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.3M
|
+$644K
|
+13,217
|
+4%
|
|
|
95
|
Avior Wealth Management
Omaha,
Nebraska
|
$16M
|
+$1.27M
|
+26,117
|
+9%
|
|
|
96
|
NewEdge Advisors
New Orleans,
Louisiana
|
$15.6M
|
+$4.78M
|
+98,180
|
+45%
|
|
|
97
|
Helen Stephens Group
Fort Worth,
Texas
|
$15.5M
|
+$1.12M
|
+23,072
|
+8%
|
|
|
98
|
Schroder Investment Management Group
London,
United Kingdom
|
$15.3M
|
-$482K
|
-9,893
|
-3%
|
|
|
99
|
|
$15.2M
|
+$2M
|
+41,038
|
+15%
|
|
|
100
|
Total Wealth Planning
Cincinnati,
Ohio
|
$14.9M
|
+$128K
|
+2,639
|
+0.9%
|
|
