|
101
|
Compass Advisory Group
Melville,
New York
|
$14.3M
|
+$114K
|
+2,182
|
+0.8%
|
|
|
102
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$14.2M
|
+$5.97M
|
+113,844
|
+71%
|
|
|
103
|
Andrews Lucia Wealth Management
Danville,
California
|
$14.2M
|
–
|
–
|
–
|
|
|
104
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$14M
|
-$182K
|
-3,464
|
-1%
|
|
|
105
|
G2 Capital Management
Columbus,
Ohio
|
$13.8M
|
+$303K
|
+5,772
|
+2%
|
|
|
106
|
Summit Financial Strategies
Columbus,
Ohio
|
$13.4M
|
+$1.65M
|
+31,408
|
+14%
|
|
|
107
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$13.4M
|
-$185K
|
-3,519
|
-1%
|
|
|
108
|
McLean Asset Management
Tysons,
Virginia
|
$13.1M
|
+$7.55K
|
+144
|
+0.1%
|
|
|
109
|
Equitable Holdings
New York
|
$12.8M
|
+$742K
|
+14,142
|
+6%
|
|
|
110
|
Cook Wealth
Raleigh,
North Carolina
|
$12.7M
|
+$525K
|
+10,016
|
+5%
|
|
|
111
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.3M
|
+$3.72K
|
+71
|
+0%
|
|
|
112
|
|
$12.2M
|
+$2.41M
|
+45,919
|
+24%
|
|
|
113
|
Ruedi Wealth Management
Champaign,
Illinois
|
$12.1M
|
+$419K
|
+7,979
|
+4%
|
|
|
114
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$12M
|
+$386K
|
+7,366
|
+3%
|
|
|
115
|
|
$11.9M
|
+$233K
|
+4,447
|
+2%
|
|
|
116
|
Sandy Spring Bank
Olney,
Maryland
|
$11.8M
|
+$1.48M
|
+28,268
|
+14%
|
|
|
117
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11.3M
|
-$104K
|
-1,979
|
-0.9%
|
|
|
118
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.9M
|
-$1.38M
|
-26,249
|
-11%
|
|
|
119
|
Kestra Advisory Services
Austin,
Texas
|
$10.6M
|
+$820K
|
+15,625
|
+8%
|
|
|
120
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$10.4M
|
+$10.5M
|
+199,830
|
New
|
|
|
121
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$9.93M
|
+$46.3K
|
+883
|
+0.5%
|
|
|
122
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$9.69M
|
-$23.8K
|
-453
|
-0.2%
|
|
|
123
|
Sterling Wealth Management
Champaign,
Illinois
|
$9.61M
|
+$1.23M
|
+23,520
|
+15%
|
|
|
124
|
Spire Wealth Management
Mclean,
Virginia
|
$9.31M
|
-$159K
|
-3,031
|
-2%
|
|
|
125
|
Altiora Financial Group
Lebanon,
Ohio
|
$9.3M
|
+$1.02M
|
+19,416
|
+12%
|
|
