|
101
|
Theory Financial
Fort Collins,
Colorado
|
$13.5M
|
+$13.5M
|
+429,000
|
New
|
|
|
102
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$13.4M
|
+$11.3M
|
+358,850
|
+544%
|
|
|
103
|
UMB Bank
Kansas City,
Missouri
|
$13.2M
|
+$13.2M
|
+419,554
|
New
|
|
|
104
|
AllGen Financial Advisors
Orlando,
Florida
|
$13.2M
|
-$2.11M
|
-66,916
|
-14%
|
|
|
105
|
Bank of New York Mellon
New York
|
$13.1M
|
+$597K
|
+18,956
|
+5%
|
|
|
106
|
OLIO Financial Planning
Mclean,
Virginia
|
$13M
|
+$13.1M
|
+414,698
|
New
|
|
|
107
|
O'Dell Group
Cincinnati,
Ohio
|
$12.8M
|
+$684K
|
+21,714
|
+6%
|
|
|
108
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.8M
|
+$4.51M
|
+143,230
|
+54%
|
|
|
109
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.7M
|
+$231K
|
+7,330
|
+2%
|
|
|
110
|
ACT Advisors
Asheville,
North Carolina
|
$12.5M
|
+$12.6M
|
+398,920
|
New
|
|
|
111
|
Pacific Capital Wealth Advisors
Corona,
California
|
$12.5M
|
+$548K
|
+17,418
|
+5%
|
|
|
112
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$12.5M
|
+$572K
|
+18,166
|
+5%
|
|
|
113
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.5M
|
+$204K
|
+6,488
|
+2%
|
|
|
114
|
JBJ Investment Partners
Charleston,
South Carolina
|
$12.5M
|
-$3.49M
|
-110,678
|
-22%
|
|
|
115
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.5M
|
+$346K
|
+10,976
|
+3%
|
|
|
116
|
Monumental Financial Group
Rockville,
Maryland
|
$12.4M
|
+$517K
|
+16,434
|
+4%
|
|
|
117
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$12.2M
|
+$12.2M
|
+386,588
|
New
|
|
|
118
|
Litman Gregory Wealth Management
Larkspur,
California
|
$12M
|
+$7.7M
|
+244,536
|
+177%
|
|
|
119
|
Resource Planning Group
Atlanta,
Georgia
|
$12M
|
+$473K
|
+15,024
|
+4%
|
|
|
120
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$11.8M
|
+$7.31M
|
+232,106
|
+163%
|
|
|
121
|
State Street
Boston,
Massachusetts
|
$11.6M
|
+$4M
|
+127,030
|
+53%
|
|
|
122
|
BFSG LLC
Irvine,
California
|
$11.3M
|
+$627K
|
+19,920
|
+6%
|
|
|
123
|
Venture Visionary Partners
Sylvania,
Ohio
|
$11.3M
|
+$2.71M
|
+86,084
|
+32%
|
|
|
124
|
Altium Wealth Management
Purchase,
New York
|
$11.3M
|
+$543K
|
+17,236
|
+5%
|
|
|
125
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.1M
|
+$661K
|
+21,002
|
+6%
|
|
