|
101
|
Creative Planning
Overland Park,
Kansas
|
$12.3M
|
+$868K
|
+9,023
|
+7%
|
|
|
102
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$12.1M
|
+$12.6M
|
+131,141
|
New
|
|
|
103
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$11.9M
|
+$593K
|
+6,161
|
+5%
|
|
|
104
|
Per Stirling Capital Management
Austin,
Texas
|
$11.9M
|
+$363K
|
+3,775
|
+3%
|
|
|
105
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$11.6M
|
+$733K
|
+7,618
|
+6%
|
|
|
106
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$11.3M
|
+$92.4K
|
+961
|
+0.8%
|
|
|
107
|
United Capital Financial Advisors
Irving,
Texas
|
$11.2M
|
-$110K
|
-1,144
|
-0.9%
|
|
|
108
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$11.1M
|
-$171K
|
-1,775
|
-1%
|
|
|
109
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$11M
|
+$194K
|
+2,014
|
+2%
|
|
|
110
|
Kestra Advisory Services
Austin,
Texas
|
$11M
|
-$486K
|
-5,054
|
-4%
|
|
|
111
|
Charles Schwab
San Francisco,
California
|
$11M
|
-$1.37M
|
-14,277
|
-11%
|
|
|
112
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.9M
|
+$458K
|
+4,757
|
+4%
|
|
|
113
|
Symphony Financial
Houston,
Texas
|
$10.6M
|
+$25.2K
|
+262
|
+0.2%
|
|
|
114
|
Savant Capital
Rockford,
Illinois
|
$10.6M
|
-$565K
|
-5,879
|
-5%
|
|
|
115
|
Atria Wealth Solutions
New York
|
$10.6M
|
-$19.3M
|
-200,211
|
-64%
|
|
|
116
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.5M
|
-$91.7K
|
-953
|
-0.8%
|
|
|
117
|
Dean Investment Associates
Beavercreek,
Ohio
|
$10.5M
|
+$9.45M
|
+98,246
|
+658%
|
|
|
118
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$10.5M
|
-$75.2K
|
-782
|
-0.7%
|
|
|
119
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.2M
|
-$44.8K
|
-466
|
-0.4%
|
|
|
120
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$10.1M
|
+$10.5M
|
+108,993
|
New
|
|
|
121
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.79M
|
+$10.2M
|
+105,722
|
New
|
|
|
122
|
|
$9.53M
|
+$127K
|
+1,322
|
+1%
|
|
|
123
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$9.3M
|
+$300K
|
+3,115
|
+3%
|
|
|
124
|
Modern Wealth Management
Lenexa,
Kansas
|
$9.1M
|
+$7.2M
|
+74,814
|
+318%
|
|
|
125
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.1M
|
-$79.4K
|
-826
|
-0.8%
|
|
