|
101
|
City State Bank
Norwalk,
Iowa
|
$15.5M
|
+$2.13M
|
+50,021
|
+16%
|
|
|
102
|
Wheels Up Wealth
Benicia,
California
|
$15.2M
|
+$69.4K
|
+1,626
|
+0.5%
|
|
|
103
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$15.1M
|
+$1.59M
|
+37,153
|
+12%
|
|
|
104
|
Meredith Wealth Planning
Maryville,
Illinois
|
$14.8M
|
+$2.11M
|
+49,394
|
+16%
|
|
|
105
|
Client 1st Advisory Group
Dunedin,
Florida
|
$14.8M
|
+$41K
|
+962
|
+0.3%
|
|
|
106
|
Mattern Wealth Management
Lawrence,
Kansas
|
$14.5M
|
+$236K
|
+5,522
|
+2%
|
|
|
107
|
BWM Planning
The Woodlands,
Texas
|
$14.4M
|
+$1.24M
|
+28,945
|
+9%
|
|
|
108
|
EP Wealth Advisors
Torrance,
California
|
$14.4M
|
+$14.3M
|
+334,050
|
+5,514%
|
|
|
109
|
Kestra Investment Management
Austin,
Texas
|
$14.2M
|
+$14.3M
|
+335,901
|
New
|
|
|
110
|
Financial Symmetry
Raleigh,
North Carolina
|
$14.2M
|
+$2.1M
|
+49,137
|
+17%
|
|
|
111
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$14.2M
|
+$1.09M
|
+25,661
|
+8%
|
|
|
112
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$14.1M
|
+$354K
|
+8,300
|
+3%
|
|
|
113
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.9M
|
+$986K
|
+23,118
|
+8%
|
|
|
114
|
Kings Path Partners
Sugar Land,
Texas
|
$13.8M
|
+$89.9K
|
+2,107
|
+0.6%
|
|
|
115
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.8M
|
+$236K
|
+5,533
|
+2%
|
|
|
116
|
One Degree Advisors
San Diego,
California
|
$13.4M
|
+$898K
|
+21,056
|
+7%
|
|
|
117
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$13.4M
|
+$691K
|
+16,199
|
+5%
|
|
|
118
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.2M
|
+$335K
|
+7,859
|
+3%
|
|
|
119
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$13.1M
|
+$424K
|
+9,947
|
+3%
|
|
|
120
|
XY Planning Network
Bozeman,
Montana
|
$13.1M
|
+$1.76M
|
+41,169
|
+15%
|
|
|
121
|
Daner Wealth Management
Alpharetta,
Georgia
|
$13.1M
|
+$859K
|
+20,127
|
+7%
|
|
|
122
|
Graver Capital Management
Columbus,
Ohio
|
$12.8M
|
+$1.29M
|
+30,124
|
+11%
|
|
|
123
|
SageOak Financial
Tulsa,
Oklahoma
|
$12.4M
|
+$297K
|
+6,966
|
+2%
|
|
|
124
|
Citadel Advisors
Miami,
Florida
|
$12.3M
|
+$8.6M
|
+201,610
|
+224%
|
|
|
125
|
Kane Co Wealth Management
Johnston,
Iowa
|
$12.1M
|
+$633K
|
+14,846
|
+5%
|
|
