|
101
|
ML&R Wealth Management
Austin,
Texas
|
$19.6M
|
+$19.1M
|
+676,095
|
New
|
|
|
102
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$19.3M
|
+$129K
|
+4,582
|
+0.7%
|
|
|
103
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$19.1M
|
+$288K
|
+10,214
|
+2%
|
|
|
104
|
Morton Capital Management
Calabasas,
California
|
$17.5M
|
+$17.1M
|
+605,226
|
New
|
|
|
105
|
Heritage Financial Services
Westwood,
Massachusetts
|
$16.7M
|
+$16.2M
|
+574,854
|
New
|
|
|
106
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.4M
|
+$15.9M
|
+564,847
|
New
|
|
|
107
|
SC&H Financial Advisors
Sparks,
Maryland
|
$16M
|
+$15.6M
|
+553,652
|
New
|
|
|
108
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.9M
|
+$286K
|
+10,139
|
+2%
|
|
|
109
|
Bridgeworth
Birmingham,
Alabama
|
$15.5M
|
+$41.9K
|
+1,486
|
+0.3%
|
|
|
110
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$14.9M
|
–
|
–
|
–
|
|
|
111
|
Helen Stephens Group
Fort Worth,
Texas
|
$14.3M
|
+$13.9M
|
+493,940
|
New
|
|
|
112
|
Merit Financial Group
Alpharetta,
Georgia
|
$14.1M
|
+$28
|
+1
|
+0%
|
|
|
113
|
Truepoint Inc
Cincinnati,
Ohio
|
$13.3M
|
+$810K
|
+28,704
|
+6%
|
|
|
114
|
CVA Family Office
Denver,
Colorado
|
$13.1M
|
+$12.8M
|
+452,699
|
New
|
|
|
115
|
Avion Wealth
The Woodlands,
Texas
|
$12.7M
|
-$194K
|
-6,865
|
-2%
|
|
|
116
|
Symmetry Partners
Glastonbury,
Connecticut
|
$12.3M
|
-$148K
|
-5,234
|
-1%
|
|
|
117
|
Rather & Kittrell
Knoxville,
Tennessee
|
$12.1M
|
+$11.8M
|
+418,712
|
New
|
|
|
118
|
Investment Advisory Group
Hanover,
Massachusetts
|
$11.3M
|
+$11.5M
|
+409,150
|
New
|
|
|
119
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$11.3M
|
+$8.48M
|
+300,519
|
+343%
|
|
|
120
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.2M
|
+$54.9K
|
+1,947
|
+0.5%
|
|
|
121
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
-$1.05M
|
-37,370
|
-9%
|
|
|
122
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$11.1M
|
+$10.8M
|
+383,237
|
New
|
|
|
123
|
Financial Advocates Investment Management
Olympia,
Washington
|
$10.9M
|
+$1.76M
|
+62,418
|
+20%
|
|
|
124
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$10.9M
|
-$248K
|
-8,799
|
-2%
|
|
|
125
|
Regions Financial Corp
Birmingham,
Alabama
|
$10.7M
|
–
|
–
|
–
|
|
