|
101
|
Creative Planning
Overland Park,
Kansas
|
$22.7M
|
-$7.4M
|
-129,120
|
-26%
|
|
|
102
|
Kestra Advisory Services
Austin,
Texas
|
$22M
|
+$6.79M
|
+118,582
|
+49%
|
|
|
103
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$21.9M
|
-$2.23M
|
-38,981
|
-10%
|
|
|
104
|
Hilltop Partners
Mishawaka,
Indiana
|
$21.8M
|
+$17.1M
|
+298,233
|
+510%
|
|
|
105
|
Arden Trust
Wilmington,
Delaware
|
$21.7M
|
+$691K
|
+12,055
|
+4%
|
|
|
106
|
Atria Wealth Solutions
New York
|
$21.1M
|
-$182K
|
-3,170
|
-0.9%
|
|
|
107
|
Symphony Financial
Houston,
Texas
|
$20.9M
|
-$444K
|
-7,750
|
-2%
|
|
|
108
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$20.7M
|
+$16.6M
|
+289,418
|
+584%
|
|
|
109
|
M&T Bank
Buffalo,
New York
|
$20M
|
-$879K
|
-15,337
|
-4%
|
|
|
110
|
Destiny Capital
Golden,
Colorado
|
$20M
|
+$832K
|
+14,519
|
+5%
|
|
|
111
|
PFG Private Wealth Management
Lutz,
Florida
|
$19.5M
|
+$616K
|
+10,745
|
+3%
|
|
|
112
|
American International Group
New York
|
$19.3M
|
-$7.09M
|
-123,800
|
-28%
|
|
|
113
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.2M
|
+$8.28M
|
+144,509
|
+85%
|
|
|
114
|
Courier Capital
Buffalo,
New York
|
$19M
|
+$1.92M
|
+33,523
|
+12%
|
|
|
115
|
Convergence Financial
Columbia,
Missouri
|
$18.9M
|
+$878K
|
+15,321
|
+5%
|
|
|
116
|
Snowden Capital Advisors
New York
|
$18.5M
|
+$11.6M
|
+202,064
|
+200%
|
|
|
117
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$18.3M
|
+$481K
|
+8,390
|
+3%
|
|
|
118
|
Ackerman Capital Advisors
Dallas,
Texas
|
$18M
|
-$129K
|
-2,252
|
-0.8%
|
|
|
119
|
Executive Wealth Management
Brighton,
Michigan
|
$18M
|
+$2.58M
|
+44,959
|
+18%
|
|
|
120
|
Quest Investment Management
Lake Oswego,
Oregon
|
$17.9M
|
-$346K
|
-6,034
|
-2%
|
|
|
121
|
Clear Creek Financial Management
Silverdale,
Washington
|
$17.7M
|
+$10.4M
|
+181,475
|
+168%
|
|
|
122
|
ICA Group Wealth Management
Denver,
Colorado
|
$17.4M
|
+$974K
|
+17,005
|
+6%
|
|
|
123
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$16.9M
|
+$6.52M
|
+113,878
|
+70%
|
|
|
124
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$16.7M
|
-$143K
|
-2,493
|
-0.9%
|
|
|
125
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$16.7M
|
-$363K
|
-6,344
|
-2%
|
|
