|
101
|
RCS Financial Planning
Annapolis,
Maryland
|
$17.5M
|
+$74K
|
+1,751
|
+0.4%
|
|
|
102
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$17.3M
|
+$351K
|
+8,304
|
+2%
|
|
|
103
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$17.2M
|
+$575K
|
+13,603
|
+3%
|
|
|
104
|
City State Bank
Norwalk,
Iowa
|
$16.6M
|
+$1.05M
|
+24,848
|
+7%
|
|
|
105
|
Wheels Up Wealth
Benicia,
California
|
$16.4M
|
+$1.21M
|
+28,537
|
+8%
|
|
|
106
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.3M
|
+$7.71M
|
+182,312
|
+89%
|
|
|
107
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$16.2M
|
+$7.87M
|
+186,118
|
+91%
|
|
|
108
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.1M
|
-$2.05M
|
-48,500
|
-11%
|
|
|
109
|
Rational Advisors
Huntington,
New York
|
$16M
|
+$401K
|
+9,479
|
+3%
|
|
|
110
|
Meredith Wealth Planning
Maryville,
Illinois
|
$15.9M
|
+$1.07M
|
+25,289
|
+7%
|
|
|
111
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.8M
|
+$2.2M
|
+51,955
|
+16%
|
|
|
112
|
BWM Planning
The Woodlands,
Texas
|
$15.6M
|
+$1.26M
|
+29,803
|
+9%
|
|
|
113
|
HB Wealth Management
Atlanta,
Georgia
|
$15.2M
|
+$4.47M
|
+105,785
|
+42%
|
|
|
114
|
Client 1st Advisory Group
Dunedin,
Florida
|
$15.2M
|
+$440K
|
+10,415
|
+3%
|
|
|
115
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$15.1M
|
+$1.7M
|
+40,245
|
+13%
|
|
|
116
|
EP Wealth Advisors
Torrance,
California
|
$14.8M
|
+$489K
|
+11,564
|
+3%
|
|
|
117
|
Financial Symmetry
Raleigh,
North Carolina
|
$14.8M
|
+$675K
|
+15,966
|
+5%
|
|
|
118
|
IMA Advisory Services
Denver,
Colorado
|
$14.8M
|
+$14.8M
|
+349,716
|
New
|
|
|
119
|
Park Avenue Securities
New York
|
$14.7M
|
+$4.1M
|
+97,036
|
+39%
|
|
|
120
|
Mattern Wealth Management
Lawrence,
Kansas
|
$14.7M
|
+$182K
|
+4,314
|
+1%
|
|
|
121
|
XY Planning Network
Bozeman,
Montana
|
$14.6M
|
+$1.54M
|
+36,401
|
+12%
|
|
|
122
|
Kings Path Partners
Sugar Land,
Texas
|
$14.5M
|
+$765K
|
+18,098
|
+6%
|
|
|
123
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$14.5M
|
+$391K
|
+9,255
|
+3%
|
|
|
124
|
Integrity Alliance
Urbandale,
Iowa
|
$14.4M
|
-$1.35M
|
-31,854
|
-9%
|
|
|
125
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$14.2M
|
–
|
–
|
–
|
|
