|
101
|
Rockefeller Capital Management
New York
|
$21.3M
|
+$3.59M
|
+26,080
|
+19%
|
|
|
102
|
CFO4Life Group
Coppell,
Texas
|
$20M
|
+$460K
|
+3,347
|
+2%
|
|
|
103
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.8M
|
+$3.07M
|
+22,335
|
+17%
|
|
|
104
|
Weaver Consulting Group
Huntington Beach,
California
|
$19.3M
|
+$829K
|
+6,028
|
+4%
|
|
|
105
|
Daido Life Insurance Company
Osaka,
Japan
|
$19.2M
|
–
|
–
|
–
|
|
|
106
|
Palladium Partners
Norfolk,
Virginia
|
$19.1M
|
-$146K
|
-1,060
|
-0.7%
|
|
|
107
|
Centerpoint Advisors
Needham,
Massachusetts
|
$18.3M
|
+$408K
|
+2,968
|
+2%
|
|
|
108
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$17.7M
|
+$314K
|
+2,282
|
+2%
|
|
|
109
|
Brookstone Capital Management
Wheaton,
Illinois
|
$17.6M
|
+$3.76M
|
+27,328
|
+26%
|
|
|
110
|
Armbruster Capital Management
Pittsford,
New York
|
$17.6M
|
+$350K
|
+2,543
|
+2%
|
|
|
111
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$17.4M
|
+$230K
|
+1,674
|
+1%
|
|
|
112
|
Shufro Rose & Co
New York
|
$17.1M
|
-$346K
|
-2,518
|
-2%
|
|
|
113
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$16.9M
|
+$2.53M
|
+18,399
|
+17%
|
|
|
114
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$16.9M
|
+$17.6M
|
+128,353
|
New
|
|
|
115
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$16.9M
|
-$8.1M
|
-58,920
|
-31%
|
|
|
116
|
Karpus Investment Management
Pittsford,
New York
|
$16.7M
|
+$16.3M
|
+118,388
|
+1,471%
|
|
|
117
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$16.5M
|
-$203K
|
-1,477
|
-1%
|
|
|
118
|
Symmetry Partners
Glastonbury,
Connecticut
|
$16.3M
|
+$2.08M
|
+15,137
|
+14%
|
|
|
119
|
Foster Group
West Des Moines,
Iowa
|
$15.6M
|
+$6.24M
|
+45,391
|
+62%
|
|
|
120
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$15.4M
|
+$588K
|
+4,273
|
+4%
|
|
|
121
|
Apexium Financial
Dallas,
Texas
|
$15.3M
|
+$691K
|
+5,023
|
+5%
|
|
|
122
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$14.9M
|
+$464K
|
+3,373
|
+3%
|
|
|
123
|
Holt Capital Partners
Fort Worth,
Texas
|
$14.5M
|
+$981K
|
+7,134
|
+7%
|
|
|
124
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.4M
|
+$14.6M
|
+106,301
|
+3,470%
|
|
|
125
|
Truist Financial
Charlotte,
North Carolina
|
$14.4M
|
+$614K
|
+4,466
|
+4%
|
|
