|
101
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$270万
|
+$202万
|
+41,853
|
+299%
|
|
|
102
|
Meredith Wealth Planning
Maryville,
Illinois
|
$268万
|
+$30.4万
|
+6,311
|
+13%
|
|
|
103
|
FF Advisors
Manhattan Beach,
California
|
$267万
|
–
|
–
|
–
|
|
|
104
|
Kestra Advisory Services
Austin,
Texas
|
$260万
|
+$28.9万
|
+5,994
|
+13%
|
|
|
105
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$251万
|
+$8,295
|
+172
|
+0.3%
|
|
|
106
|
Waverly Advisors
Birmingham,
Alabama
|
$233万
|
-$9.12万
|
-1,891
|
-4%
|
|
|
107
|
Concord Wealth Partners
Abingdon,
Virginia
|
$226万
|
+$12.2万
|
+2,525
|
+6%
|
|
|
108
|
Heritage Wealth Management (California)
San Diego,
California
|
$220万
|
+$36.7万
|
+7,618
|
+20%
|
|
|
109
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$216万
|
+$18.7万
|
+3,885
|
+9%
|
|
|
110
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$213万
|
+$3.86万
|
+801
|
+2%
|
|
|
111
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$211万
|
-$61.1万
|
-12,670
|
-22%
|
|
|
112
|
Verisail Partners
Chamblee,
Georgia
|
$209万
|
-$29.5万
|
-6,122
|
-12%
|
|
|
113
|
XY Planning Network
Bozeman,
Montana
|
$208万
|
+$50.1万
|
+10,380
|
+32%
|
|
|
114
|
New Dimensions Wealth Management
Allen,
Texas
|
$207万
|
+$82.1万
|
+17,033
|
+66%
|
|
|
115
|
Family Capital Management
Grand Rapids,
Michigan
|
$205万
|
+$18.3万
|
+3,798
|
+10%
|
|
|
116
|
Timonier Family Office
Winston Salem,
North Carolina
|
$195万
|
+$195万
|
+40,389
|
新規
|
|
|
117
|
Cary Street Partners
Richmond,
Virginia
|
$194万
|
-$7.26万
|
-1,505
|
-4%
|
|
|
118
|
SEI Investments
Oaks,
Pennsylvania
|
$193万
|
+$19.5万
|
+4,048
|
+11%
|
|
|
119
|
Shearwater Capital
Denver,
Colorado
|
$192万
|
-$20.9万
|
-4,325
|
-10%
|
|
|
120
|
Pure Financial Advisors
San Diego,
California
|
$189万
|
-$2.05万
|
-426
|
-1%
|
|
|
121
|
Northwest Wealth Management
Spencer,
Iowa
|
$186万
|
+$6.79万
|
+1,408
|
+4%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$186万
|
+$3.71万
|
+770
|
+2%
|
|
|
123
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$182万
|
+$5.44万
|
+1,128
|
+3%
|
|
|
124
|
Jones Financial Companies
Des Peres,
Missouri
|
$182万
|
+$41.9万
|
+8,683
|
+30%
|
|
|
125
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$179万
|
–
|
–
|
–
|
|
