|
101
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$30.6M
|
+$818K
|
+17,732
|
+3%
|
|
|
102
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$30.4M
|
+$30.7M
|
+666,621
|
New
|
|
|
103
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$30.2M
|
+$267K
|
+5,787
|
+0.9%
|
|
|
104
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$29.8M
|
-$6.83M
|
-148,191
|
-18%
|
|
|
105
|
CPA Asset Management
West Palm Beach,
Florida
|
$29.7M
|
-$1.35M
|
-29,343
|
-4%
|
|
|
106
|
Founders Financial Securities
Towson,
Maryland
|
$29.6M
|
+$2.79M
|
+60,511
|
+10%
|
|
|
107
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$29.4M
|
+$4.35M
|
+94,400
|
+17%
|
|
|
108
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$29M
|
+$2.11M
|
+45,860
|
+8%
|
|
|
109
|
Bank of New York Mellon
New York
|
$28.9M
|
-$226K
|
-4,911
|
-0.8%
|
|
|
110
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.8M
|
+$5.98M
|
+129,678
|
+26%
|
|
|
111
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$28.5M
|
+$2.46M
|
+53,398
|
+9%
|
|
|
112
|
Financial Strategies Group
Okemos,
Michigan
|
$28.5M
|
+$2.86M
|
+62,117
|
+11%
|
|
|
113
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$28.3M
|
+$2.53M
|
+54,953
|
+10%
|
|
|
114
|
Waverly Advisors
Birmingham,
Alabama
|
$28.1M
|
+$1.18M
|
+25,505
|
+4%
|
|
|
115
|
Presidio Capital Management
San Diego,
California
|
$28.1M
|
+$1.2M
|
+26,107
|
+4%
|
|
|
116
|
Presper Financial Architects
Akron,
Ohio
|
$28.1M
|
+$1.69M
|
+36,580
|
+6%
|
|
|
117
|
TrueWealth Advisors
Birmingham,
Alabama
|
$27.6M
|
+$7.17M
|
+155,570
|
+35%
|
|
|
118
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$26.8M
|
+$164K
|
+3,563
|
+0.6%
|
|
|
119
|
Koshinski Asset Management
Decatur,
Illinois
|
$26.8M
|
+$3.1M
|
+67,193
|
+13%
|
|
|
120
|
Kestra Private Wealth Services
Austin,
Texas
|
$26.5M
|
-$1.43M
|
-30,922
|
-5%
|
|
|
121
|
Bridgewealth Advisory Group
Fresno,
California
|
$26.5M
|
+$2.82M
|
+61,233
|
+12%
|
|
|
122
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$26.4M
|
+$664K
|
+14,403
|
+3%
|
|
|
123
|
Regimen Wealth
Atlanta,
Georgia
|
$26.3M
|
+$3.28M
|
+71,051
|
+14%
|
|
|
124
|
DeDora Capital
Napa,
California
|
$26.1M
|
-$449K
|
-9,729
|
-2%
|
|
|
125
|
Mariner
Overland Park,
Kansas
|
$25.8M
|
+$485K
|
+10,519
|
+2%
|
|
