|
101
|
Stokes Family Office
New Orleans,
Louisiana
|
$20.8M
|
+$686K
|
+8,468
|
+4%
|
|
|
102
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$20.6M
|
-$1.1M
|
-13,528
|
-5%
|
|
|
103
|
6 Meridian
Wichita,
Kansas
|
$20.6M
|
+$19.4M
|
+239,214
|
New
|
|
|
104
|
Truist Financial
Charlotte,
North Carolina
|
$20.4M
|
-$242K
|
-2,993
|
-1%
|
|
|
105
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$20.4M
|
+$2.17M
|
+26,739
|
+13%
|
|
|
106
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$19.4M
|
-$357K
|
-4,407
|
-2%
|
|
|
107
|
Physician Wealth Advisors
Midvale,
Utah
|
$17.6M
|
+$659K
|
+8,135
|
+4%
|
|
|
108
|
Zhang Financial
Portage,
Michigan
|
$17.2M
|
-$159K
|
-1,965
|
-1%
|
|
|
109
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$16.9M
|
+$747K
|
+9,224
|
+5%
|
|
|
110
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$16.4M
|
+$466K
|
+5,748
|
+3%
|
|
|
111
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.2M
|
–
|
–
|
–
|
|
|
112
|
Tolleson Wealth Management
Dallas,
Texas
|
$16.1M
|
+$1.2M
|
+14,806
|
+9%
|
|
|
113
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$16.1M
|
-$592K
|
-7,303
|
-4%
|
|
|
114
|
|
$16.1M
|
–
|
–
|
–
|
|
|
115
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$15.9M
|
+$2.02K
|
+25
|
+0%
|
|
|
116
|
Whitney & Co
Rochester,
New York
|
$15.6M
|
-$542K
|
-6,691
|
-4%
|
|
|
117
|
Regal Investment Advisors
Kentwood,
Michigan
|
$15.4M
|
+$14.4M
|
+178,248
|
New
|
|
|
118
|
HYA Advisors
Springfield,
Missouri
|
$15.3M
|
+$613K
|
+7,574
|
+4%
|
|
|
119
|
Facet Wealth Inc
Baltimore,
Maryland
|
$14.9M
|
+$14M
|
+172,484
|
New
|
|
|
120
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$14.5M
|
–
|
–
|
–
|
|
|
121
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$14.4M
|
+$658K
|
+8,124
|
+5%
|
|
|
122
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14M
|
-$235K
|
-2,906
|
-2%
|
|
|
123
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$13.8M
|
+$847K
|
+10,457
|
+7%
|
|
|
124
|
Tortoise Investment Management
White Plains,
New York
|
$13.2M
|
-$196K
|
-2,415
|
-2%
|
|
|
125
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$13M
|
+$557K
|
+6,872
|
+5%
|
|
