|
101
|
Stratos Investment Management
Beachwood,
Ohio
|
$13.5M
|
+$694K
|
+14,500
|
+5%
|
|
|
102
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$13.4M
|
+$710K
|
+14,829
|
+6%
|
|
|
103
|
Kestra Investment Management
Austin,
Texas
|
$13.3M
|
+$3.22M
|
+67,232
|
+32%
|
|
|
104
|
Mills Wealth Advisors
Southlake,
Texas
|
$13.3M
|
+$980K
|
+20,473
|
+8%
|
|
|
105
|
Waverly Advisors
Birmingham,
Alabama
|
$13.2M
|
+$181K
|
+3,782
|
+1%
|
|
|
106
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$13.2M
|
+$817K
|
+17,053
|
+7%
|
|
|
107
|
Friday Financial
Dubuque,
Iowa
|
$13.1M
|
+$2.62M
|
+54,710
|
+25%
|
|
|
108
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$12.5M
|
+$4.58M
|
+95,575
|
+57%
|
|
|
109
|
Gradient Capital Advisors
San Diego,
California
|
$12.3M
|
+$1.12M
|
+23,489
|
+10%
|
|
|
110
|
Selective Wealth Management
Forest,
Virginia
|
$12.2M
|
+$1.09M
|
+22,712
|
+10%
|
|
|
111
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$12M
|
+$288K
|
+6,023
|
+2%
|
|
|
112
|
|
$11.8M
|
+$805K
|
+16,809
|
+7%
|
|
|
113
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$11.7M
|
-$1.42M
|
-29,557
|
-11%
|
|
|
114
|
Concord Wealth Partners
Abingdon,
Virginia
|
$11.6M
|
+$77K
|
+1,609
|
+0.7%
|
|
|
115
|
Fonville Wealth Management
Richmond,
Virginia
|
$11.6M
|
+$4.24M
|
+88,636
|
+58%
|
|
|
116
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$11.4M
|
+$631K
|
+13,183
|
+6%
|
|
|
117
|
Passive Capital Management
Baltimore,
Maryland
|
$11.1M
|
-$1.42M
|
-29,709
|
-11%
|
|
|
118
|
von Borstel & Associates
The Dalles,
Oregon
|
$11M
|
-$5.17K
|
-108
|
-0%
|
|
|
119
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$11M
|
+$1.03M
|
+21,546
|
+10%
|
|
|
120
|
WorthPointe
La Jolla,
California
|
$10.9M
|
+$483K
|
+10,093
|
+5%
|
|
|
121
|
Steward Partners Investment Advisory
New York
|
$10.7M
|
-$1.22M
|
-25,582
|
-10%
|
|
|
122
|
Family Wealth Partners
Matthews,
North Carolina
|
$10.4M
|
+$425K
|
+8,883
|
+4%
|
|
|
123
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.7M
|
+$1.38M
|
+28,803
|
+16%
|
|
|
124
|
Cambridge Capital Management
O'fallon,
Illinois
|
$9.39M
|
+$342K
|
+7,149
|
+4%
|
|
|
125
|
Heritage Investment Group
Pompano Beach,
Florida
|
$9.37M
|
+$714K
|
+14,905
|
+8%
|
|
