|
101
|
City State Bank
Norwalk,
Iowa
|
$12.6M
|
+$3.24M
|
+67,403
|
+34%
|
|
|
102
|
Passive Capital Management
Baltimore,
Maryland
|
$12.6M
|
+$1.43M
|
+29,709
|
+13%
|
|
|
103
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$12.4M
|
+$1.84M
|
+38,211
|
+17%
|
|
|
104
|
Mills Wealth Advisors
Southlake,
Texas
|
$12.3M
|
+$7.18M
|
+149,309
|
+139%
|
|
|
105
|
Disciplined Investments
Tulsa,
Oklahoma
|
$12.1M
|
+$1.78M
|
+37,094
|
+17%
|
|
|
106
|
Steward Partners Investment Advisory
New York
|
$11.9M
|
+$1.22M
|
+25,264
|
+11%
|
|
|
107
|
Truist Financial
Charlotte,
North Carolina
|
$11.9M
|
+$426K
|
+8,857
|
+4%
|
|
|
108
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$11.7M
|
+$1.72M
|
+35,774
|
+17%
|
|
|
109
|
Concord Wealth Partners
Abingdon,
Virginia
|
$11.5M
|
+$384K
|
+7,979
|
+3%
|
|
|
110
|
Stevens Capital Partners
Omaha,
Nebraska
|
$11.5M
|
+$11.6M
|
+240,385
|
New
|
|
|
111
|
Gradient Capital Advisors
San Diego,
California
|
$11.2M
|
+$444K
|
+9,237
|
+4%
|
|
|
112
|
Selective Wealth Management
Forest,
Virginia
|
$11.1M
|
+$3.27M
|
+68,063
|
+41%
|
|
|
113
|
von Borstel & Associates
The Dalles,
Oregon
|
$11.1M
|
+$1.59M
|
+33,151
|
+17%
|
|
|
114
|
|
$11M
|
+$569K
|
+11,824
|
+5%
|
|
|
115
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$10.8M
|
+$10.8M
|
+225,268
|
New
|
|
|
116
|
Friday Financial
Dubuque,
Iowa
|
$10.5M
|
+$957K
|
+19,893
|
+10%
|
|
|
117
|
WorthPointe
La Jolla,
California
|
$10.4M
|
+$2.38M
|
+49,456
|
+29%
|
|
|
118
|
Kestra Investment Management
Austin,
Texas
|
$10.1M
|
+$3.37M
|
+69,999
|
+50%
|
|
|
119
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.98M
|
+$661K
|
+13,743
|
+7%
|
|
|
120
|
Family Wealth Partners
Matthews,
North Carolina
|
$9.98M
|
+$1.27M
|
+26,438
|
+15%
|
|
|
121
|
Peirce Capital Management
The Woodlands,
Texas
|
$9.42M
|
+$454K
|
+9,444
|
+5%
|
|
|
122
|
AA Financial Advisors
Columbus,
Ohio
|
$9.12M
|
+$9.16M
|
+190,453
|
New
|
|
|
123
|
Cambridge Capital Management
O'fallon,
Illinois
|
$9.07M
|
+$99.1K
|
+2,059
|
+1%
|
|
|
124
|
HBE Wealth Management
Lincoln,
Nebraska
|
$8.84M
|
+$25.7K
|
+535
|
+0.3%
|
|
|
125
|
Heritage Investment Group
Pompano Beach,
Florida
|
$8.68M
|
+$250K
|
+5,198
|
+3%
|
|
