|
201
|
Beta Wealth Group
San Diego,
California
|
$8.31M
|
-$240K
|
-4,872
|
-3%
|
|
|
202
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.17M
|
+$1.37M
|
+27,760
|
+22%
|
|
|
203
|
Advisor OS
Chicago,
Illinois
|
$8.06M
|
+$4.17M
|
+84,496
|
+120%
|
|
|
204
|
Investors Research Corp
Atlanta,
Georgia
|
$8.02M
|
+$298K
|
+6,048
|
+4%
|
|
|
205
|
Fiduciary Planning
Englewood,
Florida
|
$7.96M
|
-$1.59M
|
-32,175
|
-17%
|
|
|
206
|
Csenge Advisory Group
Clearwater,
Florida
|
$7.96M
|
+$2.5M
|
+50,724
|
+50%
|
|
|
207
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.8M
|
+$1.17M
|
+23,636
|
+19%
|
|
|
208
|
NovaPoint Capital
Atlanta,
Georgia
|
$7.8M
|
+$573K
|
+11,617
|
+8%
|
|
|
209
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$7.78M
|
-$1.94M
|
-39,360
|
-21%
|
|
|
210
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$7.51M
|
-$194K
|
-3,931
|
-3%
|
|
|
211
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$7.48M
|
-$6.07K
|
-123
|
-0.1%
|
|
|
212
|
Geode Capital Management
Boston,
Massachusetts
|
$7.4M
|
–
|
–
|
–
|
|
|
213
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$7.38M
|
+$3.55M
|
+71,866
|
+103%
|
|
|
214
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.3M
|
+$564K
|
+11,424
|
+9%
|
|
|
215
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7.27M
|
-$690K
|
-13,986
|
-9%
|
|
|
216
|
Truist Financial
Charlotte,
North Carolina
|
$7.18M
|
+$432K
|
+8,758
|
+7%
|
|
|
217
|
WR Wealth Planners
Columbia,
Missouri
|
$7.17M
|
-$86.5K
|
-1,753
|
-1%
|
|
|
218
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$7.09M
|
+$1.07M
|
+21,634
|
+19%
|
|
|
219
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$7.09M
|
+$22.8K
|
+461
|
+0.3%
|
|
|
220
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$7.06M
|
+$111K
|
+2,258
|
+2%
|
|
|
221
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$7.01M
|
+$651K
|
+13,182
|
+11%
|
|
|
222
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$6.91M
|
+$287K
|
+5,806
|
+5%
|
|
|
223
|
Michael S. Ryan Inc
Latham,
New York
|
$6.89M
|
+$6.51M
|
+131,888
|
New
|
|
|
224
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$6.86M
|
+$286K
|
+5,804
|
+5%
|
|
|
225
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.76M
|
+$1.16M
|
+23,521
|
+22%
|
|
