|
101
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$46.3M
|
+$47.9M
|
+322,440
|
New
|
|
|
102
|
Adventist Health System West
Roseville,
California
|
$45.7M
|
–
|
–
|
–
|
|
|
103
|
Truepoint Inc
Cincinnati,
Ohio
|
$45.7M
|
-$616K
|
-4,142
|
-1%
|
|
|
104
|
Kondo Wealth Advisors
Pasadena,
California
|
$45.2M
|
+$878K
|
+5,907
|
+2%
|
|
|
105
|
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
|
$44.2M
|
+$46.1M
|
+310,000
|
New
|
|
|
106
|
Quantinno Capital Management
New York
|
$43.8M
|
+$2.75M
|
+18,477
|
+6%
|
|
|
107
|
Family Wealth Partners
Matthews,
North Carolina
|
$43.6M
|
+$6.19M
|
+41,660
|
+16%
|
|
|
108
|
Private Advisor Group
Morristown,
New Jersey
|
$43.3M
|
+$6.6M
|
+44,383
|
+17%
|
|
|
109
|
JGP Wealth Management
Bend,
Oregon
|
$42.4M
|
+$1.76M
|
+11,826
|
+4%
|
|
|
110
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$41.1M
|
+$59.9K
|
+403
|
+0.1%
|
|
|
111
|
Procyon Advisors
Shelton,
Connecticut
|
$41M
|
-$4.51M
|
-30,333
|
-10%
|
|
|
112
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$40.7M
|
-$20.4K
|
-137
|
-0%
|
|
|
113
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$40.7M
|
-$7.14M
|
-47,996
|
-14%
|
|
|
114
|
Financial Designs
Claremont,
California
|
$40.5M
|
+$161K
|
+1,086
|
+0.4%
|
|
|
115
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.1M
|
-$25.5M
|
-171,377
|
-37%
|
|
|
116
|
Truist Financial
Charlotte,
North Carolina
|
$39.3M
|
-$30.3M
|
-203,662
|
-42%
|
|
|
117
|
Tolleson Wealth Management
Dallas,
Texas
|
$38.2M
|
-$393K
|
-2,645
|
-1%
|
|
|
118
|
Caprock Group
Boise,
Idaho
|
$37.7M
|
-$556K
|
-3,739
|
-1%
|
|
|
119
|
Steinberganna Wealth Management
Huntington,
New York
|
$37.5M
|
+$1.23M
|
+8,299
|
+3%
|
|
|
120
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$36.7M
|
-$22.6K
|
-152
|
-0.1%
|
|
|
121
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$36.4M
|
-$1M
|
-6,753
|
-3%
|
|
|
122
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$36M
|
-$146M
|
-981,528
|
-80%
|
|
|
123
|
Allen Investment Management
New York
|
$35M
|
-$36.2M
|
-243,493
|
-50%
|
|
|
124
|
Advisory Services Network
Atlanta,
Georgia
|
$34.1M
|
+$935K
|
+6,286
|
+3%
|
|
|
125
|
Aspirean Wealth
Mill Valley,
California
|
$33.3M
|
+$673K
|
+4,528
|
+2%
|
|
