|
101
|
Verum Partners
Charlotte,
North Carolina
|
$21.3M
|
+$3.26M
|
+64,677
|
+18%
|
|
|
102
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.2M
|
-$4.93M
|
-97,853
|
-19%
|
|
|
103
|
Weatherly Asset Management
Del Mar,
California
|
$21.1M
|
+$711K
|
+14,123
|
+3%
|
|
|
104
|
Thomasville National Bank
Thomasville,
Georgia
|
$20.7M
|
-$2.76M
|
-54,883
|
-12%
|
|
|
105
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$20.7M
|
+$389K
|
+7,733
|
+2%
|
|
|
106
|
Bramshill Investments
Naples,
Florida
|
$20.6M
|
-$50.6M
|
-1,005,544
|
-71%
|
|
|
107
|
Cynosure Group
Salt Lake City,
Utah
|
$20.5M
|
+$525K
|
+10,428
|
+3%
|
|
|
108
|
Insight Wealth Partners
Plano,
Texas
|
$20.4M
|
+$3.37M
|
+66,995
|
+20%
|
|
|
109
|
Portside Wealth Group
Provo,
Utah
|
$20.2M
|
-$496K
|
-9,857
|
-2%
|
|
|
110
|
Cetera Advisors
Denver,
Colorado
|
$20.1M
|
+$2.05M
|
+40,720
|
+11%
|
|
|
111
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$19.9M
|
+$1.23M
|
+24,379
|
+7%
|
|
|
112
|
Synovus Financial
Columbus,
Georgia
|
$19.5M
|
-$1.81M
|
-35,980
|
-8%
|
|
|
113
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$19.5M
|
-$3.99M
|
-79,195
|
-17%
|
|
|
114
|
Mercer Global Advisors
Denver,
Colorado
|
$19.2M
|
-$268K
|
-5,322
|
-1%
|
|
|
115
|
Donaldson Capital Management
Evansville,
Indiana
|
$19.1M
|
+$3.49M
|
+69,240
|
+22%
|
|
|
116
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.6M
|
+$3.53M
|
+70,163
|
+23%
|
|
|
117
|
Citizens Financial Group
Providence,
Rhode Island
|
$18.6M
|
-$2.17M
|
-43,150
|
-10%
|
|
|
118
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$18.4M
|
+$1.92M
|
+38,101
|
+12%
|
|
|
119
|
Magnolia Wealth Management
Dothan,
Alabama
|
$18.2M
|
+$8.62M
|
+171,124
|
+90%
|
|
|
120
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$18.2M
|
+$3.32M
|
+66,034
|
+22%
|
|
|
121
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$17.9M
|
+$805K
|
+15,996
|
+5%
|
|
|
122
|
Albion Financial Group
Salt Lake City,
Utah
|
$17.8M
|
-$186K
|
-3,685
|
-1%
|
|
|
123
|
MGO One Seven
Beachwood,
Ohio
|
$17.7M
|
+$5.68M
|
+112,737
|
+47%
|
|
|
124
|
Summit Wealth Partners
Orlando,
Florida
|
$17.6M
|
+$587K
|
+11,657
|
+3%
|
|
|
125
|
IMZ Advisory
Boca Raton,
Florida
|
$17.5M
|
+$2.25M
|
+44,741
|
+15%
|
|
