|
101
|
Cooper Financial Group
Irvine,
California
|
$2.54M
|
+$174K
|
+3,411
|
+7%
|
|
|
102
|
Security Financial Services
Fort Wayne,
Indiana
|
$2.52M
|
+$2.52M
|
+49,449
|
New
|
|
|
103
|
Valmark Advisers
Akron,
Ohio
|
$2.51M
|
+$1.41M
|
+27,535
|
+127%
|
|
|
104
|
Private Advisor Group
Morristown,
New Jersey
|
$2.45M
|
-$1.24M
|
-24,335
|
-34%
|
|
|
105
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.44M
|
+$2.44M
|
+47,836
|
New
|
|
|
106
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$2.4M
|
-$4.24M
|
-83,000
|
-64%
|
|
|
107
|
Opes Wealth Management
Menlo Park,
California
|
$2.38M
|
–
|
–
|
–
|
|
|
108
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.28M
|
-$60.2K
|
-1,180
|
-3%
|
|
|
109
|
Beta Wealth Group
San Diego,
California
|
$2.28M
|
–
|
–
|
–
|
|
|
110
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.27M
|
+$1.28M
|
+25,009
|
+129%
|
|
|
111
|
Acima Private Wealth
Richmond,
Virginia
|
$2.24M
|
+$145K
|
+2,849
|
+7%
|
|
|
112
|
SVB Wealth
Boston,
Massachusetts
|
$2.11M
|
+$25.5K
|
+500
|
+1%
|
|
|
113
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.07M
|
-$270K
|
-5,292
|
-12%
|
|
|
114
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$2.01M
|
+$2.01M
|
+39,452
|
New
|
|
|
115
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.91M
|
-$361K
|
-7,075
|
-16%
|
|
|
116
|
Matthew Hamilton Rosenberg
|
$1.88M
|
+$1.88M
|
+36,888
|
New
|
|
|
117
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.87M
|
+$676K
|
+13,246
|
+57%
|
|
|
118
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$1.87M
|
+$1.87M
|
+36,551
|
New
|
|
|
119
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.78M
|
+$913K
|
+17,881
|
+106%
|
|
|
120
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.76M
|
+$858K
|
+16,811
|
+95%
|
|
|
121
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.75M
|
–
|
–
|
–
|
|
|
122
|
Bank of New York Mellon
New York
|
$1.74M
|
+$1.74M
|
+34,053
|
New
|
|
|
123
|
Mercer Global Advisors
Denver,
Colorado
|
$1.74M
|
+$1.74M
|
+34,002
|
New
|
|
|
124
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
125
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.69M
|
-$974K
|
-19,082
|
-37%
|
|
