|
76
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$17M
|
+$421K
|
+8,296
|
+3%
|
|
|
77
|
Insight Wealth Strategies
San Ramon,
California
|
$17M
|
+$3.64M
|
+71,826
|
+27%
|
|
|
78
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$16.6M
|
+$8.96M
|
+176,757
|
+118%
|
|
|
79
|
Corient Private Wealth
Miami,
Florida
|
$16.6M
|
+$448K
|
+8,836
|
+3%
|
|
|
80
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$16.5M
|
-$2.41M
|
-47,609
|
-13%
|
|
|
81
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.9M
|
+$698K
|
+13,772
|
+5%
|
|
|
82
|
Clearstead Advisors
Cleveland,
Ohio
|
$15.8M
|
+$15.6M
|
+307,414
|
+13,436%
|
|
|
83
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$15.3M
|
+$15.2M
|
+300,050
|
New
|
|
|
84
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$15.1M
|
+$10M
|
+197,100
|
+200%
|
|
|
85
|
Divergent Planning
Bethesda,
Maryland
|
$15M
|
+$15M
|
+295,961
|
New
|
|
|
86
|
Highline Wealth Partners
Sherman Oaks,
California
|
$14.9M
|
-$110K
|
-2,178
|
-0.7%
|
|
|
87
|
GG Group Ventures
Orlando,
Florida
|
$14.6M
|
+$14.6M
|
+287,535
|
New
|
|
|
88
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$14M
|
-$619K
|
-12,203
|
-4%
|
|
|
89
|
Pacific Wealth Management
San Diego,
California
|
$13.8M
|
+$13.7M
|
+270,359
|
New
|
|
|
90
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$13.5M
|
+$3.56M
|
+70,153
|
+36%
|
|
|
91
|
TownSquare Capital
Provo,
Utah
|
$13.4M
|
+$13.4M
|
+263,979
|
New
|
|
|
92
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.9M
|
+$12.9M
|
+254,399
|
New
|
|
|
93
|
Atria Investments
Charlotte,
North Carolina
|
$12.8M
|
-$559K
|
-11,013
|
-4%
|
|
|
94
|
Allen Capital Group
Grand Island,
Nebraska
|
$12.8M
|
+$412K
|
+8,115
|
+3%
|
|
|
95
|
MJP Associates
Farmington,
Connecticut
|
$12.7M
|
+$2.57M
|
+50,629
|
+25%
|
|
|
96
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$12.5M
|
+$471K
|
+9,289
|
+4%
|
|
|
97
|
Symphony Financial Services
Akron,
Ohio
|
$12.5M
|
+$12.5M
|
+245,902
|
New
|
|
|
98
|
49 Wealth Management
Austin,
Texas
|
$12.3M
|
+$12.3M
|
+242,294
|
New
|
|
|
99
|
Arden Trust
Wilmington,
Delaware
|
$12.2M
|
+$12.2M
|
+239,993
|
New
|
|
|
100
|
Modern Wealth Management
Lenexa,
Kansas
|
$12.2M
|
+$12.1M
|
+239,307
|
New
|
|
