|
101
|
Vicus Capital
State College,
Pennsylvania
|
$16M
|
+$390K
|
+7,536
|
+2%
|
|
|
102
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.7M
|
+$1.93M
|
+37,213
|
+13%
|
|
|
103
|
Ratio Wealth Group
Denver,
Colorado
|
$15.5M
|
+$353K
|
+6,821
|
+2%
|
|
|
104
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$15.4M
|
+$890K
|
+17,182
|
+6%
|
|
|
105
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$14.8M
|
+$241K
|
+4,655
|
+2%
|
|
|
106
|
Parcion Private Wealth
Bellevue,
Washington
|
$14.8M
|
+$15.5M
|
+298,723
|
New
|
|
|
107
|
Capital Planning
Bellevue,
Washington
|
$14.8M
|
+$230K
|
+4,447
|
+2%
|
|
|
108
|
Mutual Advisors
Omaha,
Nebraska
|
$14.7M
|
+$1.33M
|
+25,635
|
+9%
|
|
|
109
|
9258 Wealth Management
Blue Ash,
Ohio
|
$14.7M
|
+$993K
|
+19,173
|
+7%
|
|
|
110
|
AssetMark Inc
Concord,
California
|
$14.5M
|
-$126K
|
-2,440
|
-0.8%
|
|
|
111
|
SOA Wealth Advisors
New York
|
$14.5M
|
-$1.14M
|
-22,092
|
-7%
|
|
|
112
|
Equitable Holdings
New York
|
$14.4M
|
+$216K
|
+4,163
|
+1%
|
|
|
113
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.4M
|
-$1.53M
|
-29,645
|
-9%
|
|
|
114
|
Meridian Financial Partners
Warrenton,
Virginia
|
$14M
|
+$503K
|
+9,718
|
+4%
|
|
|
115
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$13.7M
|
+$227K
|
+4,391
|
+2%
|
|
|
116
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13.4M
|
+$450K
|
+8,697
|
+3%
|
|
|
117
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.3M
|
+$13.9M
|
+269,282
|
New
|
|
|
118
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$13.1M
|
-$175K
|
-3,380
|
-1%
|
|
|
119
|
Kestra Advisory Services
Austin,
Texas
|
$13M
|
+$861K
|
+16,636
|
+7%
|
|
|
120
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$12.9M
|
+$1.56M
|
+30,077
|
+13%
|
|
|
121
|
Flagstar Advisors
New York
|
$12.6M
|
-$977K
|
-18,872
|
-7%
|
|
|
122
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$12.5M
|
+$4.46M
|
+86,229
|
+52%
|
|
|
123
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$12.5M
|
+$51.1K
|
+986
|
+0.4%
|
|
|
124
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$12.4M
|
-$517K
|
-9,986
|
-4%
|
|
|
125
|
Choreo LLC
Rockford,
Illinois
|
$12M
|
-$117K
|
-2,268
|
-0.9%
|
|
