|
101
|
Helen Stephens Group
Fort Worth,
Texas
|
$12.2M
|
+$2.55M
|
+52,958
|
+26%
|
|
|
102
|
Avior Wealth Management
Omaha,
Nebraska
|
$12M
|
+$464K
|
+9,634
|
+4%
|
|
|
103
|
Cambridge Advisors
Omaha,
Nebraska
|
$11.9M
|
-$25.4K
|
-528
|
-0.2%
|
|
|
104
|
Weitzel Financial Services
Dubuque,
Iowa
|
$11.5M
|
-$961K
|
-19,951
|
-8%
|
|
|
105
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11.4M
|
+$1.93M
|
+39,974
|
+20%
|
|
|
106
|
Aspire Private Capital
Cornelius,
North Carolina
|
$11.3M
|
-$478K
|
-9,933
|
-4%
|
|
|
107
|
Franklin Resources
San Mateo,
California
|
$11.3M
|
+$244K
|
+5,063
|
+2%
|
|
|
108
|
Hantz Financial Services
Southfield,
Michigan
|
$11.1M
|
+$3.77M
|
+78,382
|
+50%
|
|
|
109
|
Falcon Wealth Planning
Ontario,
California
|
$11M
|
+$2M
|
+41,491
|
+22%
|
|
|
110
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$10.4M
|
-$2.52M
|
-52,282
|
-19%
|
|
|
111
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$10.4M
|
+$10.6M
|
+219,511
|
New
|
|
|
112
|
Sompo Asset Management
Tokyo,
Japan
|
$10.3M
|
+$595K
|
+12,353
|
+6%
|
|
|
113
|
Cooper/Haims Advisors
Victor,
New York
|
$10.1M
|
+$1.43M
|
+29,726
|
+16%
|
|
|
114
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$10.1M
|
+$1.54M
|
+31,975
|
+18%
|
|
|
115
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$10.1M
|
-$1.22M
|
-25,355
|
-11%
|
|
|
116
|
Waterford Advisors
Orchard Park,
New York
|
$9.95M
|
+$10.1M
|
+209,806
|
New
|
|
|
117
|
Summit Wealth Group
White River Junction,
Vermont
|
$9.79M
|
-$3.74M
|
-77,586
|
-27%
|
|
|
118
|
Trek Financial
Scottsdale,
Arizona
|
$9.68M
|
+$8.25M
|
+171,400
|
+524%
|
|
|
119
|
Blue Barn Wealth
Orem,
Utah
|
$9.68M
|
-$1.29M
|
-26,786
|
-12%
|
|
|
120
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$9.5M
|
-$1.68M
|
-34,897
|
-15%
|
|
|
121
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$9.45M
|
+$144K
|
+2,998
|
+2%
|
|
|
122
|
Parker Financial
Silverdale,
Washington
|
$8.7M
|
+$8.84M
|
+183,604
|
New
|
|
|
123
|
Lodestar Private Asset Management
Alamo,
California
|
$8.47M
|
+$8.6M
|
+178,570
|
New
|
|
|
124
|
Truist Financial
Charlotte,
North Carolina
|
$8.46M
|
-$387K
|
-8,042
|
-4%
|
|
|
125
|
AllSquare Wealth Management
Albany,
New York
|
$8.29M
|
-$98.4K
|
-2,043
|
-1%
|
|
