|
76
|
Brio Consultants
San Francisco,
California
|
$37.4M
|
+$939K
|
+24,506
|
+3%
|
|
|
77
|
Reston Wealth Management
Reston,
Virginia
|
$36.7M
|
+$4.6M
|
+119,884
|
+15%
|
|
|
78
|
Waller Financial Planning Group
Columbus,
Ohio
|
$36.7M
|
-$437K
|
-11,406
|
-1%
|
|
|
79
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$36.5M
|
+$3.24M
|
+84,531
|
+10%
|
|
|
80
|
Ballentine Partners
Waltham,
Massachusetts
|
$35.9M
|
+$551K
|
+14,375
|
+2%
|
|
|
81
|
Global Retirement Partners
San Rafael,
California
|
$35.3M
|
+$33.4M
|
+871,639
|
New
|
|
|
82
|
Charles Schwab
San Francisco,
California
|
$35M
|
-$15.7M
|
-408,587
|
-32%
|
|
|
83
|
Goodman Financial
Houston,
Texas
|
$33.3M
|
+$291K
|
+7,602
|
+0.9%
|
|
|
84
|
Meeder Advisory Services
Dublin,
Ohio
|
$33.2M
|
-$1.97M
|
-51,285
|
-6%
|
|
|
85
|
MAI Capital Management
Independence,
Ohio
|
$32.6M
|
-$1.71M
|
-44,517
|
-5%
|
|
|
86
|
IFP Advisors
Tampa,
Florida
|
$31.7M
|
+$4.41M
|
+115,000
|
+17%
|
|
|
87
|
OneAscent Financial Services
Birmingham,
Alabama
|
$31.7M
|
+$416K
|
+10,855
|
+1%
|
|
|
88
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$31.2M
|
+$640K
|
+16,699
|
+2%
|
|
|
89
|
ProVise Management Group
Clearwater,
Florida
|
$31.2M
|
+$75.3K
|
+1,963
|
+0.3%
|
|
|
90
|
Diversify Wealth Management
Sandy,
Utah
|
$30.7M
|
+$1.99M
|
+52,025
|
+8%
|
|
|
91
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$30.3M
|
+$2.02M
|
+52,741
|
+8%
|
|
|
92
|
Rinkey Investments
San Diego,
California
|
$29.9M
|
+$1.21M
|
+31,658
|
+4%
|
|
|
93
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$29.7M
|
+$1.87M
|
+48,886
|
+7%
|
|
|
94
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$29.7M
|
+$2.05M
|
+53,403
|
+8%
|
|
|
95
|
Geneos Wealth Management
Englewood,
Colorado
|
$29.3M
|
+$3.48M
|
+90,905
|
+14%
|
|
|
96
|
Strategic Financial Concepts
San Antonio,
Texas
|
$28.7M
|
+$22.6M
|
+590,561
|
+499%
|
|
|
97
|
Compton Financial Group
Towson,
Maryland
|
$28.5M
|
+$1.33M
|
+34,793
|
+5%
|
|
|
98
|
|
$28.4M
|
+$3.16M
|
+82,537
|
+14%
|
|
|
99
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$28M
|
-$12.7M
|
-331,864
|
-32%
|
|
|
100
|
Truist Financial
Charlotte,
North Carolina
|
$27.8M
|
+$15.6M
|
+407,294
|
+146%
|
|
