|
76
|
Security Financial Services
Fort Wayne,
Indiana
|
$21.4M
|
+$917K
|
+17,846
|
+4%
|
|
|
77
|
Liberty Wealth Management
Oakland,
California
|
$21M
|
+$1.24M
|
+24,148
|
+6%
|
|
|
78
|
Insight Wealth Strategies
San Ramon,
California
|
$20.8M
|
+$21.9M
|
+426,495
|
New
|
|
|
79
|
Jones Financial Companies
Des Peres,
Missouri
|
$20.5M
|
+$7.84M
|
+152,510
|
+57%
|
|
|
80
|
Capital Planning Advisors
Roseville,
California
|
$20.4M
|
-$94.7K
|
-1,842
|
-0.4%
|
|
|
81
|
Private Advisor Group
Morristown,
New Jersey
|
$20M
|
+$3.28M
|
+63,873
|
+18%
|
|
|
82
|
One Wealth Advisors
San Francisco,
California
|
$20M
|
-$458K
|
-8,908
|
-2%
|
|
|
83
|
Kestra Private Wealth Services
Austin,
Texas
|
$19.4M
|
+$6.08M
|
+118,271
|
+42%
|
|
|
84
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.4M
|
+$579K
|
+11,268
|
+3%
|
|
|
85
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19.4M
|
+$579K
|
+11,268
|
+3%
|
|
|
86
|
High Probability Advisors
Pittsford,
New York
|
$19.2M
|
+$917K
|
+17,846
|
+5%
|
|
|
87
|
KWB Wealth
Redlands,
California
|
$18.9M
|
+$1.99M
|
+38,795
|
+12%
|
|
|
88
|
Physician Wealth Advisors
Midvale,
Utah
|
$18.9M
|
+$1.07M
|
+20,746
|
+6%
|
|
|
89
|
Wealth Alliance
Mellville,
New York
|
$18.5M
|
+$1.11M
|
+21,514
|
+6%
|
|
|
90
|
Strategic Blueprint
Atlanta,
Georgia
|
$18.4M
|
+$254K
|
+4,943
|
+1%
|
|
|
91
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.4M
|
+$19.3M
|
+376,398
|
New
|
|
|
92
|
Perigon Wealth Management
San Francisco,
California
|
$18.1M
|
+$1.19M
|
+23,180
|
+7%
|
|
|
93
|
Blue Trust Inc
Alpharetta,
Georgia
|
$18M
|
+$128K
|
+2,485
|
+0.7%
|
|
|
94
|
EQ LLC
Bellevue,
Washington
|
$17.9M
|
+$1.94M
|
+37,669
|
+11%
|
|
|
95
|
Kelly Financial Services
Braintree,
Massachusetts
|
$17.5M
|
+$696K
|
+13,549
|
+4%
|
|
|
96
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$17.1M
|
+$537K
|
+10,454
|
+3%
|
|
|
97
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$17.1M
|
+$233K
|
+4,541
|
+1%
|
|
|
98
|
Cypress Wealth Services
Palm Desert,
California
|
$16.9M
|
+$1.41M
|
+27,497
|
+9%
|
|
|
99
|
Detalus Advisors
St. Louis,
Missouri
|
$16.9M
|
+$87K
|
+1,692
|
+0.5%
|
|
|
100
|
B&D White Capital Company
Lakeway,
Texas
|
$16.7M
|
+$9.81M
|
+190,818
|
+125%
|
|
