|
101
|
Straight Path Wealth Management
Jenison,
Michigan
|
$24.6M
|
-$1.26M
|
-4,213
|
-6%
|
|
|
102
|
SteelPeak Wealth
Woodland Hills,
California
|
$24.4M
|
-$1.87M
|
-6,277
|
-8%
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$23.5M
|
+$267K
|
+895
|
+1%
|
|
|
104
|
Advisory Services Network
Atlanta,
Georgia
|
$23.5M
|
+$14.7M
|
+49,305
|
+255%
|
|
|
105
|
Icon Wealth Advisors
Houston,
Texas
|
$23.2M
|
-$5.44M
|
-18,221
|
-21%
|
|
|
106
|
Steward Partners Investment Advisory
New York
|
$22.4M
|
+$445K
|
+1,491
|
+2%
|
|
|
107
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$22.1M
|
-$525K
|
-1,758
|
-3%
|
|
|
108
|
Parker Investment Management
Menlo Park,
California
|
$21.7M
|
+$17.9M
|
+60,063
|
+1,854%
|
|
|
109
|
D'Orazio & Associates
Falls Church,
Virginia
|
$21.7M
|
+$1.04M
|
+3,481
|
+6%
|
|
|
110
|
Oxford Financial Group
Carmel,
Indiana
|
$21.5M
|
-$941K
|
-3,152
|
-5%
|
|
|
111
|
CFO4Life Group
Coppell,
Texas
|
$20.8M
|
-$84.2K
|
-282
|
-0.5%
|
|
|
112
|
Waverly Advisors
Birmingham,
Alabama
|
$20.4M
|
+$991K
|
+3,321
|
+6%
|
|
|
113
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$20.2M
|
+$176K
|
+591
|
+1%
|
|
|
114
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$19.6M
|
-$11M
|
-36,844
|
-39%
|
|
|
115
|
NorthRock Partners
Minneapolis,
Minnesota
|
$19.5M
|
-$1.7M
|
-5,681
|
-9%
|
|
|
116
|
|
$18.8M
|
+$2.47M
|
+8,293
|
+18%
|
|
|
117
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$18.6M
|
+$16.2M
|
+54,183
|
New
|
|
|
118
|
Summit Wealth Group
White River Junction,
Vermont
|
$18.3M
|
+$28.9K
|
+97
|
+0.2%
|
|
|
119
|
MGO One Seven
Beachwood,
Ohio
|
$18.1M
|
-$6.9M
|
-23,137
|
-30%
|
|
|
120
|
Win Advisors
Palm Beach Gardens,
Florida
|
$17.5M
|
+$11.3M
|
+38,019
|
+292%
|
|
|
121
|
Well Done LLC
Holland,
Michigan
|
$17M
|
-$400K
|
-1,340
|
-3%
|
|
|
122
|
Davidson Investment Advisors
Great Falls,
Montana
|
$16.8M
|
+$14.6M
|
+49,002
|
New
|
|
|
123
|
&Partners
Nashville,
Tennessee
|
$16.8M
|
-$677K
|
-2,267
|
-4%
|
|
|
124
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$16.8M
|
-$926K
|
-3,103
|
-6%
|
|
|
125
|
Shah Wealth Advisors
Chino Hills,
California
|
$16.7M
|
+$14.5M
|
+48,732
|
New
|
|
