|
101
|
Creative Planning
Overland Park,
Kansas
|
$12.1M
|
+$172K
|
+1,559
|
+1%
|
|
|
102
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$12M
|
+$1.25M
|
+11,341
|
+12%
|
|
|
103
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$11.9M
|
+$12M
|
+108,400
|
New
|
|
|
104
|
Winch Advisory Services
Appleton,
Wisconsin
|
$11.9M
|
-$119K
|
-1,083
|
-1%
|
|
|
105
|
Udine Wealth Management
Boca Raton,
Florida
|
$11.8M
|
–
|
–
|
–
|
|
|
106
|
Mayport LLC
Newton,
Massachusetts
|
$11.5M
|
-$250K
|
-2,270
|
-2%
|
|
|
107
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$11.5M
|
-$2.18M
|
-19,781
|
-16%
|
|
|
108
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$11M
|
-$170K
|
-1,538
|
-2%
|
|
|
109
|
Arete Wealth Advisors
Chicago,
Illinois
|
$10.9M
|
+$1.88M
|
+17,092
|
+21%
|
|
|
110
|
Farringdon Capital
London,
United Kingdom
|
$10.5M
|
–
|
–
|
–
|
|
|
111
|
Stolz & Associates
Tacoma,
Washington
|
$10.2M
|
+$10.2M
|
+92,798
|
New
|
|
|
112
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.2M
|
-$850K
|
-7,708
|
-8%
|
|
|
113
|
Oak Family Advisors
Chicago,
Illinois
|
$9.64M
|
+$4.3M
|
+38,963
|
+80%
|
|
|
114
|
Steward Partners Investment Advisory
New York
|
$9.63M
|
-$2.7M
|
-24,515
|
-22%
|
|
|
115
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$9.61M
|
+$462K
|
+4,186
|
+5%
|
|
|
116
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$9.53M
|
-$4.86M
|
-44,039
|
-34%
|
|
|
117
|
Meridian Wealth Management
Lexington,
Kentucky
|
$9.51M
|
-$28.6K
|
-259
|
-0.3%
|
|
|
118
|
New York Life Investment Management
New York
|
$9.4M
|
+$3.43M
|
+31,076
|
+57%
|
|
|
119
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$9.24M
|
+$1.66M
|
+15,082
|
+22%
|
|
|
120
|
One Day In July LLC
Burlington,
Vermont
|
$9.09M
|
-$1.34M
|
-12,158
|
-13%
|
|
|
121
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$8.99M
|
+$834K
|
+7,565
|
+10%
|
|
|
122
|
RFG Advisory
Birmingham,
Alabama
|
$8.65M
|
-$727K
|
-6,591
|
-8%
|
|
|
123
|
GatePass Capital
Independence,
Ohio
|
$8.51M
|
-$1.32M
|
-11,936
|
-13%
|
|
|
124
|
Kestra Advisory Services
Austin,
Texas
|
$8.48M
|
+$330K
|
+2,990
|
+4%
|
|
|
125
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$8.48M
|
+$148K
|
+1,345
|
+2%
|
|
