|
201
|
KPP Advisory Services
Louisville,
Kentucky
|
$4.32M
|
+$423K
|
+14,477
|
+11%
|
|
|
202
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.3M
|
+$92.2K
|
+3,154
|
+2%
|
|
|
203
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.27M
|
+$208K
|
+7,119
|
+5%
|
|
|
204
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$4.26M
|
+$4.2M
|
+143,715
|
New
|
|
|
205
|
Affinity Capital Advisors
Berkeley,
California
|
$4.23M
|
-$165K
|
-5,637
|
-4%
|
|
|
206
|
DDD Partners
Bellevue,
Washington
|
$4.2M
|
+$141K
|
+4,832
|
+4%
|
|
|
207
|
Nadler Financial Group
Deerfield,
Illinois
|
$4.2M
|
-$45.6K
|
-1,560
|
-1%
|
|
|
208
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$4.19M
|
+$3.75M
|
+128,368
|
+980%
|
|
|
209
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.99M
|
+$65K
|
+2,225
|
+2%
|
|
|
210
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$3.95M
|
-$171K
|
-5,859
|
-4%
|
|
|
211
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.95M
|
-$16.8K
|
-575
|
-0.4%
|
|
|
212
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.91M
|
+$1.77M
|
+60,489
|
+85%
|
|
|
213
|
Stifel Financial
St. Louis,
Missouri
|
$3.83M
|
+$54.9K
|
+1,878
|
+1%
|
|
|
214
|
Everhart Financial Group
Dublin,
Ohio
|
$3.83M
|
-$977K
|
-33,435
|
-21%
|
|
|
215
|
Vise Technologies
New York
|
$3.81M
|
+$628K
|
+21,489
|
+20%
|
|
|
216
|
Quantinno Capital Management
New York
|
$3.8M
|
+$2.57M
|
+87,869
|
+216%
|
|
|
217
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.77M
|
–
|
–
|
–
|
|
|
218
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.72M
|
-$2.63K
|
-90
|
-0.1%
|
|
|
219
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.71M
|
+$198K
|
+6,759
|
+6%
|
|
|
220
|
Cassady Wealth & Retirement Planning
Henderson,
Nevada
|
$3.67M
|
+$3.63M
|
+124,023
|
New
|
|
|
221
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$3.66M
|
-$79.8K
|
-2,730
|
-2%
|
|
|
222
|
Barden Capital Management
Austin,
Texas
|
$3.65M
|
+$242K
|
+8,278
|
+7%
|
|
|
223
|
Diversified Enterprises
Wilmington,
Delaware
|
$3.57M
|
+$772K
|
+26,420
|
+28%
|
|
|
224
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.57M
|
+$759K
|
+25,970
|
+27%
|
|
|
225
|
Certuity
North Palm Beach,
Florida
|
$3.56M
|
+$1.46M
|
+49,864
|
+71%
|
|
