|
101
|
Capital Planning
Bellevue,
Washington
|
$17.1M
|
+$1.13M
|
+22,251
|
+8%
|
|
|
102
|
Ratio Wealth Group
Denver,
Colorado
|
$17M
|
+$123K
|
+2,418
|
+0.8%
|
|
|
103
|
9258 Wealth Management
Blue Ash,
Ohio
|
$16.8M
|
+$812K
|
+16,010
|
+5%
|
|
|
104
|
Equitable Holdings
New York
|
$16.8M
|
+$1.08M
|
+21,339
|
+7%
|
|
|
105
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$16.4M
|
+$290K
|
+5,716
|
+2%
|
|
|
106
|
Vicus Capital
State College,
Pennsylvania
|
$16.4M
|
-$927K
|
-18,290
|
-6%
|
|
|
107
|
The Wealth Group
Eden Prairie,
Minnesota
|
$16M
|
+$14.8M
|
+292,276
|
New
|
|
|
108
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$15.6M
|
-$1.06M
|
-20,849
|
-7%
|
|
|
109
|
Meridian Financial Partners
Warrenton,
Virginia
|
$15.5M
|
+$175K
|
+3,443
|
+1%
|
|
|
110
|
Kestra Private Wealth Services
Austin,
Texas
|
$15.4M
|
-$144K
|
-2,835
|
-1%
|
|
|
111
|
Mercer Global Advisors
Denver,
Colorado
|
$15.2M
|
-$3.52M
|
-69,371
|
-20%
|
|
|
112
|
SOA Wealth Advisors
New York
|
$15.1M
|
-$592K
|
-11,673
|
-4%
|
|
|
113
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$15M
|
+$120K
|
+2,368
|
+0.9%
|
|
|
114
|
AssetMark Inc
Concord,
California
|
$14.9M
|
-$773K
|
-15,237
|
-5%
|
|
|
115
|
Mutual Advisors
Omaha,
Nebraska
|
$14.9M
|
-$1.04M
|
-20,436
|
-7%
|
|
|
116
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$14.8M
|
-$6.04M
|
-119,088
|
-30%
|
|
|
117
|
Pacific Wealth Management
San Diego,
California
|
$14.5M
|
-$9.14M
|
-180,280
|
-40%
|
|
|
118
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.4M
|
-$107K
|
-2,113
|
-0.8%
|
|
|
119
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$14.2M
|
+$615K
|
+12,120
|
+5%
|
|
|
120
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$14.1M
|
-$4.53M
|
-89,328
|
-25%
|
|
|
121
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$14M
|
-$194K
|
-3,830
|
-1%
|
|
|
122
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$14M
|
+$2.32M
|
+45,756
|
+21%
|
|
|
123
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$14M
|
-$500K
|
-9,857
|
-4%
|
|
|
124
|
Choreo LLC
Rockford,
Illinois
|
$13.8M
|
+$893K
|
+17,616
|
+7%
|
|
|
125
|
HB Wealth Management
Atlanta,
Georgia
|
$13.4M
|
+$430K
|
+8,476
|
+4%
|
|
