|
76
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.1M
|
+$9.86M
|
+223,938
|
+130%
|
|
|
77
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$15.7M
|
+$332K
|
+7,531
|
+2%
|
|
|
78
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$15.7M
|
-$6.33M
|
-143,772
|
-27%
|
|
|
79
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$15.2M
|
+$14.4M
|
+327,805
|
+736%
|
|
|
80
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$14.9M
|
+$888K
|
+20,147
|
+6%
|
|
|
81
|
Allen Capital Group
Grand Island,
Nebraska
|
$14.7M
|
+$424K
|
+9,630
|
+3%
|
|
|
82
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.5M
|
+$5.02K
|
+114
|
+0%
|
|
|
83
|
Impact Partnership Wealth
Marietta,
Georgia
|
$14.3M
|
+$3.92M
|
+89,075
|
+34%
|
|
|
84
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.2M
|
+$880K
|
+19,981
|
+6%
|
|
|
85
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$14.1M
|
+$15.2M
|
+346,006
|
New
|
|
|
86
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$14.1M
|
+$1.97M
|
+44,708
|
+15%
|
|
|
87
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14M
|
-$2.82M
|
-63,977
|
-18%
|
|
|
88
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.9M
|
+$458K
|
+10,393
|
+3%
|
|
|
89
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$13.9M
|
-$816K
|
-18,516
|
-5%
|
|
|
90
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$13.9M
|
-$689K
|
-15,636
|
-4%
|
|
|
91
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.1M
|
-$7.08M
|
-160,801
|
-33%
|
|
|
92
|
Legacy Edge Advisors
Syosset,
New York
|
$12.9M
|
+$402K
|
+9,125
|
+3%
|
|
|
93
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$12.7M
|
+$168K
|
+3,808
|
+1%
|
|
|
94
|
Pure Financial Advisors
San Diego,
California
|
$12.4M
|
+$2.41M
|
+54,675
|
+22%
|
|
|
95
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.1M
|
-$7.79M
|
-176,921
|
-37%
|
|
|
96
|
Trilogy Capital
Irvine,
California
|
$12.1M
|
-$377K
|
-8,562
|
-3%
|
|
|
97
|
WBH Advisory
Baltimore,
Maryland
|
$12M
|
+$229K
|
+5,193
|
+2%
|
|
|
98
|
OneAscent Financial Services
Birmingham,
Alabama
|
$12M
|
+$289K
|
+6,555
|
+2%
|
|
|
99
|
Signal Advisors Wealth
Detroit,
Michigan
|
$11.8M
|
+$2.11M
|
+47,956
|
+20%
|
|
|
100
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$11.6M
|
+$1.6M
|
+36,246
|
+15%
|
|
