|
101
|
Safeguard Financial
Minocqua,
Wisconsin
|
$23.7M
|
+$1.81M
|
+9,404
|
+9%
|
|
|
102
|
Brickley Wealth Management
San Mateo,
California
|
$23.6M
|
-$67.1K
|
-349
|
-0.3%
|
|
|
103
|
Pasadena Private Wealth
Pasadena,
California
|
$23.6M
|
-$322K
|
-1,677
|
-1%
|
|
|
104
|
Private Advisor Group
Morristown,
New Jersey
|
$23.6M
|
-$838K
|
-4,359
|
-4%
|
|
|
105
|
University of Maryland Foundation
Adelphi,
Maryland
|
$22.8M
|
–
|
–
|
–
|
|
|
106
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22.7M
|
-$608K
|
-3,162
|
-3%
|
|
|
107
|
Atria Investments
Charlotte,
North Carolina
|
$22.3M
|
-$12.7M
|
-66,096
|
-37%
|
|
|
108
|
Kestra Advisory Services
Austin,
Texas
|
$22.3M
|
-$2.66M
|
-13,854
|
-11%
|
|
|
109
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$21.3M
|
+$622K
|
+3,238
|
+3%
|
|
|
110
|
Studio Investment Management
Chicago,
Illinois
|
$20.9M
|
-$496K
|
-2,579
|
-2%
|
|
|
111
|
Prudential Financial
Newark,
New Jersey
|
$20.9M
|
-$118K
|
-614
|
-0.6%
|
|
|
112
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$20.8M
|
+$1.31M
|
+6,828
|
+7%
|
|
|
113
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$20.6M
|
+$3.6M
|
+18,735
|
+22%
|
|
|
114
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$20.6M
|
-$2.68M
|
-13,925
|
-12%
|
|
|
115
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$20.4M
|
-$11.5M
|
-59,759
|
-37%
|
|
|
116
|
Total Wealth Planning
Cincinnati,
Ohio
|
$19.7M
|
+$359K
|
+1,867
|
+2%
|
|
|
117
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$19.6M
|
+$369K
|
+1,919
|
+2%
|
|
|
118
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.4M
|
-$538K
|
-2,798
|
-3%
|
|
|
119
|
PDS Planning
Dublin,
Ohio
|
$19.3M
|
-$52.8M
|
-274,830
|
-74%
|
|
|
120
|
Symmetry Partners
Glastonbury,
Connecticut
|
$19.2M
|
-$76.9M
|
-400,095
|
-81%
|
|
|
121
|
Natixis Advisors
Boston,
Massachusetts
|
$19.1M
|
-$6.33M
|
-32,948
|
-26%
|
|
|
122
|
Partners in Financial Planning
Salem,
Virginia
|
$18.6M
|
+$236K
|
+1,230
|
+1%
|
|
|
123
|
Avion Wealth
The Woodlands,
Texas
|
$18M
|
-$223K
|
-1,161
|
-1%
|
|
|
124
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$17.6M
|
+$2.11M
|
+10,985
|
+14%
|
|
|
125
|
Kestra Investment Management
Austin,
Texas
|
$17.2M
|
+$429K
|
+2,232
|
+3%
|
|
