|
101
|
Atria Investments
Charlotte,
North Carolina
|
$21M
|
-$297K
|
-1,504
|
-1%
|
|
|
102
|
Kestra Advisory Services
Austin,
Texas
|
$20.8M
|
+$804K
|
+4,072
|
+4%
|
|
|
103
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$20.4M
|
+$914K
|
+4,625
|
+4%
|
|
|
104
|
Kaydan Wealth Management
Fenton,
Michigan
|
$20M
|
-$6.97M
|
-35,279
|
-25%
|
|
|
105
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$19.7M
|
-$447K
|
-2,263
|
-2%
|
|
|
106
|
PDS Planning
Dublin,
Ohio
|
$19.6M
|
+$2.57M
|
+13,009
|
+14%
|
|
|
107
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19.6M
|
+$921K
|
+4,663
|
+5%
|
|
|
108
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$19.2M
|
+$1.05M
|
+5,304
|
+5%
|
|
|
109
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$18.6M
|
+$786K
|
+3,980
|
+4%
|
|
|
110
|
Studio Investment Management
Chicago,
Illinois
|
$18.6M
|
-$454K
|
-2,298
|
-2%
|
|
|
111
|
Total Wealth Planning
Cincinnati,
Ohio
|
$18.5M
|
+$456K
|
+2,310
|
+2%
|
|
|
112
|
Partners in Financial Planning
Salem,
Virginia
|
$18.3M
|
+$931K
|
+4,711
|
+5%
|
|
|
113
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$17.9M
|
+$6.57M
|
+33,234
|
+53%
|
|
|
114
|
Congress Wealth Management
Boston,
Massachusetts
|
$17.5M
|
+$5.69M
|
+28,808
|
+44%
|
|
|
115
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17.5M
|
-$1.55M
|
-7,822
|
-8%
|
|
|
116
|
Avior Wealth Management
Omaha,
Nebraska
|
$17.4M
|
-$534K
|
-2,705
|
-3%
|
|
|
117
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.4M
|
-$250K
|
-1,266
|
-1%
|
|
|
118
|
Avion Wealth
The Woodlands,
Texas
|
$17.2M
|
+$19.8K
|
+100
|
+0.1%
|
|
|
119
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$16.7M
|
+$81.2K
|
+411
|
+0.5%
|
|
|
120
|
Pathstone Holdings
Englewood,
New Jersey
|
$16.5M
|
+$4.13M
|
+20,910
|
+31%
|
|
|
121
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$16M
|
+$160K
|
+812
|
+1%
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$16M
|
+$717K
|
+3,632
|
+4%
|
|
|
123
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$15.8M
|
+$1.48M
|
+7,486
|
+10%
|
|
|
124
|
Capital Advantage
Walnut Creek,
California
|
$15.6M
|
–
|
–
|
–
|
|
|
125
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$15.5M
|
+$321K
|
+1,623
|
+2%
|
|
