|
101
|
GeoWealth Management
Chicago,
Illinois
|
$20.8M
|
-$713K
|
-14,446
|
-3%
|
|
|
102
|
Farther Finance Advisors
San Francisco,
California
|
$20.1M
|
+$7.82M
|
+158,304
|
+61%
|
|
|
103
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$20M
|
+$85K
|
+1,722
|
+0.4%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$19.8M
|
+$5.35M
|
+108,419
|
+36%
|
|
|
105
|
Yeomans Consulting Group
Marietta,
Georgia
|
$19.7M
|
+$20.1M
|
+407,361
|
New
|
|
|
106
|
Ascent Group
Virginia Beach,
Virginia
|
$19.6M
|
+$1.53K
|
+31
|
+0%
|
|
|
107
|
Fidelity International
Hamilton,
Bermuda
|
$19.6M
|
+$564K
|
+11,421
|
+3%
|
|
|
108
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.2M
|
+$287K
|
+5,804
|
+1%
|
|
|
109
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$19M
|
+$803K
|
+16,255
|
+4%
|
|
|
110
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.8M
|
-$380K
|
-7,700
|
-2%
|
|
|
111
|
Mariner
Overland Park,
Kansas
|
$18.8M
|
-$442K
|
-8,943
|
-2%
|
|
|
112
|
Charles Schwab
San Francisco,
California
|
$18.3M
|
-$770K
|
-15,600
|
-4%
|
|
|
113
|
Financial Advisors Network
Tustin,
California
|
$18.1M
|
+$618K
|
+12,517
|
+3%
|
|
|
114
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$17.4M
|
+$1.63M
|
+33,073
|
+10%
|
|
|
115
|
EP Wealth Advisors
Torrance,
California
|
$17.3M
|
+$17.7M
|
+358,606
|
New
|
|
|
116
|
Park Avenue Securities
New York
|
$17.1M
|
+$77.6K
|
+1,571
|
+0.4%
|
|
|
117
|
Parker Financial
Silverdale,
Washington
|
$16.6M
|
+$486K
|
+9,839
|
+3%
|
|
|
118
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$16.6M
|
+$1.23M
|
+24,811
|
+8%
|
|
|
119
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
+$5.17M
|
+104,598
|
+45%
|
|
|
120
|
Summit Wealth Group
White River Junction,
Vermont
|
$15.9M
|
+$726K
|
+14,700
|
+5%
|
|
|
121
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$15.8M
|
+$889K
|
+17,995
|
+6%
|
|
|
122
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$15.7M
|
+$1.36M
|
+27,548
|
+9%
|
|
|
123
|
Prospera Capital Management
Gilbert,
Arizona
|
$15.3M
|
-$161K
|
-3,261
|
-1%
|
|
|
124
|
Refined Wealth Management
Salt Lake City,
Utah
|
$15.1M
|
-$23.1K
|
-468
|
-0.1%
|
|
|
125
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$15.1M
|
-$76.5K
|
-1,550
|
-0.5%
|
|
