|
201
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$15M
|
+$6.8M
|
+78,653
|
+85%
|
|
|
202
|
M&T Bank
Buffalo,
New York
|
$14.9M
|
-$1.68M
|
-19,391
|
-10%
|
|
|
203
|
Tidemark
San Diego,
California
|
$14.9M
|
+$530K
|
+6,132
|
+4%
|
|
|
204
|
One Capital Management
Westlake Village,
California
|
$14.8M
|
-$349K
|
-4,044
|
-2%
|
|
|
205
|
Investors Research Corp
Atlanta,
Georgia
|
$14.6M
|
+$713K
|
+8,247
|
+5%
|
|
|
206
|
Corebridge Financial
Houston,
Texas
|
$14.4M
|
-$10.2M
|
-117,900
|
-42%
|
|
|
207
|
WrapManager Inc
Mill Valley,
California
|
$14.3M
|
+$60K
|
+695
|
+0.4%
|
|
|
208
|
Diversify Advisory Services
Sandy,
Utah
|
$14.2M
|
+$1.37M
|
+15,909
|
+11%
|
|
|
209
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$14M
|
+$1.9M
|
+21,945
|
+16%
|
|
|
210
|
Centaurus Financial
Anaheim,
California
|
$13.9M
|
+$481K
|
+5,563
|
+4%
|
|
|
211
|
McNaughton Wealth Management
San Diego,
California
|
$13.9M
|
+$4.32K
|
+50
|
+0%
|
|
|
212
|
Atria Investments
Charlotte,
North Carolina
|
$13.7M
|
+$2.77M
|
+32,103
|
+26%
|
|
|
213
|
Summit Financial
Parsippany,
New Jersey
|
$13.6M
|
+$1.33M
|
+15,347
|
+11%
|
|
|
214
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$13.5M
|
-$6.61M
|
-76,543
|
-33%
|
|
|
215
|
Lane & Associates
Moorestown,
New Jersey
|
$13.4M
|
+$3.05M
|
+35,283
|
+31%
|
|
|
216
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$13.3M
|
-$958K
|
-11,088
|
-7%
|
|
|
217
|
Pecaut & Co
Sioux City,
Iowa
|
$13.2M
|
+$513K
|
+5,940
|
+4%
|
|
|
218
|
|
$13.2M
|
-$326K
|
-3,769
|
-2%
|
|
|
219
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$13.1M
|
+$856K
|
+9,909
|
+7%
|
|
|
220
|
Optimist Retirement Group
Bellevue,
Washington
|
$13.1M
|
-$199K
|
-2,303
|
-2%
|
|
|
221
|
Wealthspire Advisors (New York)
New York
|
$13M
|
+$765K
|
+8,855
|
+6%
|
|
|
222
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.7M
|
+$7.78M
|
+90,000
|
+164%
|
|
|
223
|
Magnus Financial Group
New York
|
$12.7M
|
+$146K
|
+1,695
|
+1%
|
|
|
224
|
Arete Wealth Advisors
Chicago,
Illinois
|
$12.5M
|
+$4.01M
|
+46,357
|
+49%
|
|
|
225
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$12.5M
|
+$891K
|
+10,308
|
+8%
|
|
