|
176
|
Prudential Financial
Newark,
New Jersey
|
$14.3M
|
+$2.52M
|
+50,000
|
+21%
|
|
|
177
|
Concurrent Investment Advisors
Tampa,
Florida
|
$14M
|
+$3.37M
|
+66,824
|
+31%
|
|
|
178
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$13.9M
|
-$481K
|
-9,530
|
-3%
|
|
|
179
|
Frisco Financial Planning
Frisco,
Texas
|
$13.8M
|
+$4.67M
|
+92,437
|
+50%
|
|
|
180
|
PDS Planning
Dublin,
Ohio
|
$13.6M
|
+$673K
|
+13,327
|
+5%
|
|
|
181
|
Altiora Financial Group
Lebanon,
Ohio
|
$13.5M
|
+$3.31M
|
+65,551
|
+32%
|
|
|
182
|
&Partners
Nashville,
Tennessee
|
$13.4M
|
+$475K
|
+9,406
|
+4%
|
|
|
183
|
Level Wealth Management
Greensboro,
North Carolina
|
$13.4M
|
+$3.64M
|
+72,165
|
+37%
|
|
|
184
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$13.3M
|
+$1.69M
|
+33,435
|
+14%
|
|
|
185
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$13.3M
|
+$3.38M
|
+66,990
|
+33%
|
|
|
186
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.2M
|
+$175K
|
+3,458
|
+1%
|
|
|
187
|
Lido Advisors
Los Angeles,
California
|
$13.2M
|
+$4.49K
|
+89
|
+0%
|
|
|
188
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.9M
|
+$1.34M
|
+26,475
|
+11%
|
|
|
189
|
CoreCap Advisors
Southfield,
Michigan
|
$12.9M
|
+$758K
|
+15,003
|
+6%
|
|
|
190
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$12.8M
|
+$579K
|
+11,474
|
+5%
|
|
|
191
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$12.5M
|
+$546K
|
+10,814
|
+5%
|
|
|
192
|
Legacy Edge Advisors
Syosset,
New York
|
$12.3M
|
-$102K
|
-2,012
|
-0.8%
|
|
|
193
|
Tenret Company
Tampa,
Florida
|
$12.2M
|
+$3.49M
|
+69,028
|
+39%
|
|
|
194
|
Kestra Private Wealth Services
Austin,
Texas
|
$12.1M
|
+$1.2M
|
+23,853
|
+11%
|
|
|
195
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$12.1M
|
+$12.2M
|
+241,903
|
New
|
|
|
196
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$12M
|
+$2.4M
|
+47,500
|
+25%
|
|
|
197
|
Capital Performance Advisors
Walnut Creek,
California
|
$12M
|
+$378K
|
+7,486
|
+3%
|
|
|
198
|
Partners in Financial Planning
Salem,
Virginia
|
$11.8M
|
+$324K
|
+6,419
|
+3%
|
|
|
199
|
Bank of Hawaii
Honolulu,
Hawaii
|
$11.8M
|
-$444K
|
-8,786
|
-4%
|
|
|
200
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$11.6M
|
-$2.34M
|
-46,362
|
-17%
|
|
