|
126
|
Summit Wealth Partners
Orlando,
Florida
|
$20.3M
|
-$526K
|
-4,383
|
-3%
|
|
|
127
|
Journey Advisory Group
Covington,
Kentucky
|
$20.1M
|
+$18.7M
|
+156,151
|
+2,563%
|
|
|
128
|
Baystate Wealth Management
Boston,
Massachusetts
|
$20.1M
|
+$3.05M
|
+25,415
|
+19%
|
|
|
129
|
Truist Financial
Charlotte,
North Carolina
|
$20M
|
+$13.7M
|
+114,215
|
+243%
|
|
|
130
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$19.9M
|
+$3.63M
|
+30,220
|
+23%
|
|
|
131
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$19.9M
|
+$19.2M
|
+160,268
|
New
|
|
|
132
|
Armbruster Capital Management
Pittsford,
New York
|
$19.9M
|
+$465K
|
+3,873
|
+2%
|
|
|
133
|
Insight Wealth Strategies
San Ramon,
California
|
$19.5M
|
-$433K
|
-3,606
|
-2%
|
|
|
134
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.4M
|
+$4.07M
|
+33,886
|
+28%
|
|
|
135
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$18.6M
|
+$18M
|
+149,930
|
New
|
|
|
136
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$18.4M
|
+$388K
|
+3,228
|
+2%
|
|
|
137
|
Daido Life Insurance Company
Osaka,
Japan
|
$18.1M
|
–
|
–
|
–
|
|
|
138
|
Helen Stephens Group
Fort Worth,
Texas
|
$17.9M
|
+$1.27M
|
+10,555
|
+8%
|
|
|
139
|
Miracle Mile Advisors
Los Angeles,
California
|
$17.9M
|
+$17.3M
|
+143,896
|
New
|
|
|
140
|
Centerpoint Advisors
Needham,
Massachusetts
|
$17.7M
|
-$170K
|
-1,417
|
-1%
|
|
|
141
|
Family Management
New York
|
$17.3M
|
+$7.14M
|
+59,494
|
+74%
|
|
|
142
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$17.1M
|
+$16.6M
|
+138,154
|
New
|
|
|
143
|
Center for Financial Planning
Southfied,
Michigan
|
$17M
|
-$1.02M
|
-8,475
|
-6%
|
|
|
144
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$17M
|
+$13.9M
|
+115,747
|
+538%
|
|
|
145
|
Rockefeller Capital Management
New York
|
$17M
|
-$5.16M
|
-42,957
|
-24%
|
|
|
146
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$16.6M
|
+$155K
|
+1,295
|
+1%
|
|
|
147
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$16.6M
|
+$2.39M
|
+19,870
|
+17%
|
|
|
148
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$16.4M
|
+$1.63M
|
+13,602
|
+11%
|
|
|
149
|
Avantax Advisory Services
Dallas,
Texas
|
$16.3M
|
+$11.4M
|
+94,997
|
+260%
|
|
|
150
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$16.3M
|
+$15.8M
|
+131,362
|
New
|
|
