|
76
|
Atria Investments
Charlotte,
North Carolina
|
$18.2M
|
+$364K
|
+1,703
|
+2%
|
|
|
77
|
Atria Wealth Solutions
New York
|
$17.8M
|
-$1.3M
|
-6,097
|
-6%
|
|
|
78
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$17.5M
|
+$1.25M
|
+5,849
|
+7%
|
|
|
79
|
Glenview Trust
Louisville,
Kentucky
|
$17M
|
-$962K
|
-4,503
|
-5%
|
|
|
80
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$16.9M
|
+$2.25M
|
+10,522
|
+14%
|
|
|
81
|
Meredith Wealth Planning
Maryville,
Illinois
|
$16.8M
|
-$438K
|
-2,049
|
-2%
|
|
|
82
|
Kestra Advisory Services
Austin,
Texas
|
$16.4M
|
-$121K
|
-566
|
-0.7%
|
|
|
83
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$15.7M
|
-$36.1M
|
-168,831
|
-68%
|
|
|
84
|
M&T Bank
Buffalo,
New York
|
$15.7M
|
+$2.56M
|
+12,001
|
+18%
|
|
|
85
|
US Bancorp
Minneapolis,
Minnesota
|
$15.3M
|
-$109K
|
-511
|
-0.7%
|
|
|
86
|
Advisory Services Network
Atlanta,
Georgia
|
$15.2M
|
-$62.6K
|
-293
|
-0.4%
|
|
|
87
|
Oxford Financial Group
Carmel,
Indiana
|
$15.2M
|
-$1.09M
|
-5,078
|
-6%
|
|
|
88
|
Prudent Investors Network
Lake Forest,
California
|
$14.6M
|
-$2.02M
|
-9,450
|
-12%
|
|
|
89
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$14.5M
|
-$84.6K
|
-396
|
-0.5%
|
|
|
90
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$14.3M
|
+$129K
|
+602
|
+0.9%
|
|
|
91
|
Journey Advisory Group
Covington,
Kentucky
|
$14.3M
|
-$2.92M
|
-13,648
|
-16%
|
|
|
92
|
Mariner
Overland Park,
Kansas
|
$14.2M
|
-$5.15M
|
-24,085
|
-26%
|
|
|
93
|
Convergence Financial
Columbia,
Missouri
|
$13.8M
|
+$465K
|
+2,175
|
+3%
|
|
|
94
|
CFO4Life Group
Coppell,
Texas
|
$13.4M
|
-$12.2M
|
-57,253
|
-46%
|
|
|
95
|
Summit Wealth Group
White River Junction,
Vermont
|
$13.3M
|
-$113K
|
-531
|
-0.8%
|
|
|
96
|
Straight Path Wealth Management
Jenison,
Michigan
|
$12.9M
|
+$352K
|
+1,647
|
+3%
|
|
|
97
|
Intrust Bank
Wichita,
Kansas
|
$12.5M
|
+$1.59M
|
+7,420
|
+14%
|
|
|
98
|
Journey Strategic Wealth
Summit,
New Jersey
|
$12.3M
|
+$10.8M
|
+50,450
|
+479%
|
|
|
99
|
GeoWealth Management
Chicago,
Illinois
|
$12.1M
|
+$2.47M
|
+11,551
|
+24%
|
|
|
100
|
Well Done LLC
Holland,
Michigan
|
$11.8M
|
-$263K
|
-1,229
|
-2%
|
|
