|
101
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$10.7M
|
+$596K
|
+12,376
|
+6%
|
|
|
102
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$10.6M
|
+$8.31M
|
+172,530
|
+354%
|
|
|
103
|
|
$10.5M
|
+$207K
|
+4,289
|
+2%
|
|
|
104
|
Corient Private Wealth
Miami,
Florida
|
$10.5M
|
+$5.74M
|
+119,028
|
+120%
|
|
|
105
|
Disciplined Investments
Tulsa,
Oklahoma
|
$10.3M
|
+$986K
|
+20,465
|
+11%
|
|
|
106
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$10M
|
+$315K
|
+6,539
|
+3%
|
|
|
107
|
Optimus Capital Advisors
Coppel,
Texas
|
$10M
|
+$10.1M
|
+208,688
|
New
|
|
|
108
|
Essential Planning
Portsmouth,
New Hampshire
|
$9.84M
|
+$2.98M
|
+61,762
|
+43%
|
|
|
109
|
Friday Financial
Dubuque,
Iowa
|
$9.59M
|
+$1.77M
|
+36,746
|
+23%
|
|
|
110
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.58M
|
+$571K
|
+11,851
|
+6%
|
|
|
111
|
von Borstel & Associates
The Dalles,
Oregon
|
$9.48M
|
+$546K
|
+11,325
|
+6%
|
|
|
112
|
City State Bank
Norwalk,
Iowa
|
$9.38M
|
+$1.18M
|
+24,397
|
+14%
|
|
|
113
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.34M
|
+$846K
|
+17,560
|
+10%
|
|
|
114
|
Foundry Financial
Pasadena,
California
|
$9M
|
+$9.05M
|
+187,731
|
New
|
|
|
115
|
Cambridge Capital Management
O'fallon,
Illinois
|
$8.99M
|
+$736K
|
+15,275
|
+9%
|
|
|
116
|
Peirce Capital Management
The Woodlands,
Texas
|
$8.99M
|
+$453K
|
+9,410
|
+5%
|
|
|
117
|
HBE Wealth Management
Lincoln,
Nebraska
|
$8.83M
|
+$8.87M
|
+184,116
|
New
|
|
|
118
|
Family Wealth Partners
Matthews,
North Carolina
|
$8.72M
|
+$521K
|
+10,817
|
+6%
|
|
|
119
|
Heritage Investment Group
Pompano Beach,
Florida
|
$8.45M
|
+$920K
|
+19,094
|
+12%
|
|
|
120
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8.29M
|
-$1.03M
|
-21,414
|
-11%
|
|
|
121
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$8.19M
|
+$314K
|
+6,508
|
+4%
|
|
|
122
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.14M
|
-$4.06M
|
-84,288
|
-33%
|
|
|
123
|
WorthPointe
La Jolla,
California
|
$8.07M
|
+$5.63M
|
+116,777
|
+226%
|
|
|
124
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.04M
|
+$250K
|
+5,182
|
+3%
|
|
|
125
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.02M
|
+$4.37M
|
+90,670
|
+118%
|
|
