|
101
|
Divergent Planning
Bethesda,
Maryland
|
$17.5M
|
+$1.48M
|
+29,124
|
+9%
|
|
|
102
|
Prasad Wealth Partners
Independence,
Ohio
|
$17.5M
|
+$17.5M
|
+344,220
|
New
|
|
|
103
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$17.2M
|
-$4.63M
|
-91,135
|
-21%
|
|
|
104
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$17.2M
|
+$13.2M
|
+260,148
|
+331%
|
|
|
105
|
Corient Private Wealth
Miami,
Florida
|
$17.1M
|
-$1M
|
-19,775
|
-6%
|
|
|
106
|
Lauer Wealth
Valparaiso,
Indiana
|
$17.1M
|
+$17.1M
|
+337,190
|
New
|
|
|
107
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$16.5M
|
+$2.97M
|
+58,562
|
+22%
|
|
|
108
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$16.4M
|
+$342K
|
+6,728
|
+2%
|
|
|
109
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.3M
|
+$2.42M
|
+47,614
|
+17%
|
|
|
110
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.1M
|
+$2.86M
|
+56,379
|
+22%
|
|
|
111
|
Allen Capital Group
Grand Island,
Nebraska
|
$15.7M
|
+$1.55M
|
+30,552
|
+11%
|
|
|
112
|
&Partners
Nashville,
Tennessee
|
$15.7M
|
+$11.1M
|
+219,290
|
+242%
|
|
|
113
|
MGO One Seven
Beachwood,
Ohio
|
$15.7M
|
+$5.32M
|
+104,805
|
+51%
|
|
|
114
|
Paragon Advisors
College Station,
Texas
|
$15.7M
|
+$3.85M
|
+75,777
|
+32%
|
|
|
115
|
Buffington Mohr McNeal
Boise,
Idaho
|
$15.6M
|
+$3.89M
|
+76,512
|
+33%
|
|
|
116
|
Northcape Wealth Management
Williamsville,
New York
|
$15.4M
|
+$5.13M
|
+101,083
|
+50%
|
|
|
117
|
Pine Valley Investments
Marlton,
New Jersey
|
$15.4M
|
+$740K
|
+14,570
|
+5%
|
|
|
118
|
Three Cord True Wealth Management
Beaver,
Pennsylvania
|
$15.3M
|
+$15.3M
|
+301,336
|
New
|
|
|
119
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$15.2M
|
+$15.2M
|
+300,000
|
New
|
|
|
120
|
Insight Wealth Strategies
San Ramon,
California
|
$15.2M
|
+$565K
|
+11,124
|
+4%
|
|
|
121
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$15M
|
–
|
–
|
–
|
|
|
122
|
Symphony Financial Services
Akron,
Ohio
|
$14.8M
|
+$4.19M
|
+82,573
|
+40%
|
|
|
123
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$14.7M
|
-$1.63M
|
-32,164
|
-10%
|
|
|
124
|
Silver Oak Securities
Jackson,
Tennessee
|
$14.6M
|
+$3.63M
|
+71,535
|
+33%
|
|
|
125
|
Atria Investments
Charlotte,
North Carolina
|
$14.5M
|
+$1.04M
|
+20,534
|
+8%
|
|
