|
76
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
+$249K
|
+2,197
|
+2%
|
|
|
77
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$13.2M
|
+$12.2M
|
+107,501
|
New
|
|
|
78
|
First Citizens Financial Corp
Mason City,
Iowa
|
$12.7M
|
-$50.2K
|
-443
|
-0.4%
|
|
|
79
|
Icon Wealth Advisors
Houston,
Texas
|
$12.5M
|
+$11.6M
|
+102,072
|
New
|
|
|
80
|
Austin Private Wealth
Austin,
Texas
|
$12.5M
|
+$4.21M
|
+37,147
|
+57%
|
|
|
81
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.9M
|
–
|
–
|
–
|
|
|
82
|
Prospera Financial Services
Dallas,
Texas
|
$11.9M
|
+$308K
|
+2,721
|
+3%
|
|
|
83
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$11.6M
|
+$2.8M
|
+24,710
|
+35%
|
|
|
84
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$11.5M
|
+$1.82M
|
+16,103
|
+21%
|
|
|
85
|
First Horizon Advisors
Memphis,
Tennessee
|
$11.1M
|
+$2.18M
|
+19,240
|
+27%
|
|
|
86
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11M
|
-$3.13M
|
-27,641
|
-24%
|
|
|
87
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11M
|
+$3.9M
|
+34,431
|
+63%
|
|
|
88
|
Perigon Wealth Management
San Francisco,
California
|
$10.9M
|
+$85K
|
+750
|
+0.9%
|
|
|
89
|
Spire Wealth Management
Mclean,
Virginia
|
$10.8M
|
+$225K
|
+1,982
|
+2%
|
|
|
90
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$10.8M
|
-$1.44M
|
-12,700
|
-13%
|
|
|
91
|
Rollins Financial
Atlanta,
Georgia
|
$10.4M
|
+$1.61M
|
+14,205
|
+20%
|
|
|
92
|
Rollins Financial Advisors
New York City,
New York
|
$10.4M
|
+$9.6M
|
+84,759
|
New
|
|
|
93
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$10M
|
-$442K
|
-3,905
|
-5%
|
|
|
94
|
One Wealth Advisors
San Francisco,
California
|
$10M
|
+$2.46M
|
+21,698
|
+36%
|
|
|
95
|
Gries Financial
Cleveland,
Ohio
|
$9.99M
|
+$3.12M
|
+27,505
|
+51%
|
|
|
96
|
Security Financial Services
Fort Wayne,
Indiana
|
$9.9M
|
+$2.89M
|
+25,475
|
+46%
|
|
|
97
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.89M
|
+$1.12M
|
+9,906
|
+14%
|
|
|
98
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$9.76M
|
-$554K
|
-4,894
|
-6%
|
|
|
99
|
High Falls Advisors
Rochester,
New York
|
$9.73M
|
+$2.62M
|
+23,139
|
+41%
|
|
|
100
|
EWG Elevate
Roseville,
California
|
$9.7M
|
+$8.96M
|
+79,058
|
New
|
|
