|
101
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.1M
|
-$592K
|
-6,144
|
-4%
|
|
|
102
|
Richmond Investment Services
Mequon,
Wisconsin
|
$15M
|
+$15.6M
|
+161,838
|
New
|
|
|
103
|
Alpha Omega Group
Reston,
Virginia
|
$14.8M
|
+$223K
|
+2,314
|
+1%
|
|
|
104
|
Kestra Advisory Services
Austin,
Texas
|
$14.7M
|
-$290K
|
-3,015
|
-2%
|
|
|
105
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$14.7M
|
+$1.16M
|
+12,005
|
+8%
|
|
|
106
|
Atria Wealth Solutions
New York
|
$14.4M
|
-$1.36M
|
-14,133
|
-8%
|
|
|
107
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.1M
|
+$712K
|
+7,392
|
+5%
|
|
|
108
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$14M
|
+$7.27M
|
+75,494
|
+101%
|
|
|
109
|
Flagstar Advisors
New York
|
$13.9M
|
+$1.09M
|
+11,306
|
+8%
|
|
|
110
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$13.5M
|
+$2.4M
|
+24,880
|
+21%
|
|
|
111
|
Family Office Research
Bethesda,
Maryland
|
$13.4M
|
+$14M
|
+144,906
|
New
|
|
|
112
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$13.4M
|
-$30.8M
|
-319,557
|
-69%
|
|
|
113
|
HBW Advisory Services
Simi Valley,
California
|
$13.2M
|
+$155K
|
+1,613
|
+1%
|
|
|
114
|
|
$12.9M
|
-$1.75M
|
-18,185
|
-12%
|
|
|
115
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$12.9M
|
+$217K
|
+2,256
|
+2%
|
|
|
116
|
Independent Financial Group
San Diego,
California
|
$12.7M
|
+$1.47M
|
+15,254
|
+13%
|
|
|
117
|
Ruggaard & Associates
Hudson,
Ohio
|
$12.5M
|
+$157K
|
+1,630
|
+1%
|
|
|
118
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.4M
|
-$598K
|
-6,204
|
-4%
|
|
|
119
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$12.4M
|
-$2.14M
|
-22,259
|
-14%
|
|
|
120
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$12.3M
|
-$233K
|
-2,415
|
-2%
|
|
|
121
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.3M
|
-$429K
|
-4,453
|
-3%
|
|
|
122
|
Fermata Advisors
Sonoma,
California
|
$12.2M
|
+$1.94M
|
+20,183
|
+18%
|
|
|
123
|
Graver Capital Management
Columbus,
Ohio
|
$12M
|
+$12.5M
|
+129,696
|
New
|
|
|
124
|
Sierra Ocean
Ripon,
California
|
$11.7M
|
+$12.2M
|
+126,428
|
New
|
|
|
125
|
Oppenheimer & Co
New York
|
$11.4M
|
+$496K
|
+5,144
|
+4%
|
|
