|
101
|
Divergent Planning
Bethesda,
Maryland
|
$13.4M
|
+$128K
|
+2,999
|
+1%
|
|
|
102
|
BWM Planning
The Woodlands,
Texas
|
$13.3M
|
+$1.55M
|
+36,129
|
+13%
|
|
|
103
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.2M
|
+$1.61M
|
+37,547
|
+14%
|
|
|
104
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.1M
|
+$1.17M
|
+27,404
|
+10%
|
|
|
105
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13M
|
+$1.08M
|
+25,191
|
+9%
|
|
|
106
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$12.8M
|
+$1.57M
|
+36,603
|
+14%
|
|
|
107
|
Meredith Wealth Planning
Maryville,
Illinois
|
$12.8M
|
+$475K
|
+11,088
|
+4%
|
|
|
108
|
Austin Wealth Management
Austin,
Texas
|
$12.8M
|
+$156K
|
+3,651
|
+1%
|
|
|
109
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$12.8M
|
+$679K
|
+15,859
|
+6%
|
|
|
110
|
One Degree Advisors
San Diego,
California
|
$12.7M
|
+$517K
|
+12,068
|
+4%
|
|
|
111
|
Daner Wealth Management
Alpharetta,
Georgia
|
$12.4M
|
+$259K
|
+6,045
|
+2%
|
|
|
112
|
SageOak Financial
Tulsa,
Oklahoma
|
$12.2M
|
+$492K
|
+11,492
|
+4%
|
|
|
113
|
Financial Symmetry
Raleigh,
North Carolina
|
$12.2M
|
+$1.59M
|
+37,149
|
+15%
|
|
|
114
|
Mariner
Overland Park,
Kansas
|
$12M
|
-$1.76M
|
-41,090
|
-13%
|
|
|
115
|
Harbour Investments
Madison,
Wisconsin
|
$11.8M
|
+$11.9M
|
+278,083
|
+126,979%
|
|
|
116
|
Concord Wealth Partners
Abingdon,
Virginia
|
$11.7M
|
+$3.41M
|
+79,695
|
+41%
|
|
|
117
|
Graver Capital Management
Columbus,
Ohio
|
$11.6M
|
+$1.37M
|
+31,913
|
+13%
|
|
|
118
|
Kane Co Wealth Management
Johnston,
Iowa
|
$11.5M
|
+$11.6M
|
+270,870
|
New
|
|
|
119
|
Farther Finance Advisors
San Francisco,
California
|
$11.5M
|
+$1.2M
|
+27,948
|
+12%
|
|
|
120
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
+$1.92M
|
+44,787
|
+20%
|
|
|
121
|
XY Planning Network
Bozeman,
Montana
|
$11.4M
|
+$1.76M
|
+40,992
|
+18%
|
|
|
122
|
HB Wealth Management
Atlanta,
Georgia
|
$11.3M
|
+$1.35M
|
+31,457
|
+13%
|
|
|
123
|
Collective Family Office
York,
Pennsylvania
|
$11.1M
|
+$1.08M
|
+25,269
|
+11%
|
|
|
124
|
Sterling Wealth Advisors
Plantation,
Florida
|
$11.1M
|
+$3.55M
|
+82,892
|
+47%
|
|
|
125
|
Optimus Capital Advisors
Coppel,
Texas
|
$11M
|
+$11.1M
|
+258,010
|
New
|
|
