|
101
|
Disciplina Capital Management
Nashville,
Tennessee
|
$8.16M
|
-$111K
|
-1,726
|
-1%
|
|
|
102
|
BWM Planning
The Woodlands,
Texas
|
$8.13M
|
+$7.79M
|
+121,278
|
New
|
|
|
103
|
Castle Wealth Management
West Palm Beach,
Florida
|
$7.69M
|
+$193
|
+3
|
+0%
|
|
|
104
|
Larson Financial Group
St Louis,
Missouri
|
$7.6M
|
-$217K
|
-3,375
|
-3%
|
|
|
105
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$7.43M
|
+$1.16M
|
+18,044
|
+19%
|
|
|
106
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.07M
|
-$351K
|
-5,460
|
-5%
|
|
|
107
|
Annandale Capital
Dallas,
Texas
|
$7.04M
|
+$344K
|
+5,352
|
+5%
|
|
|
108
|
Perigon Wealth Management
San Francisco,
California
|
$6.8M
|
+$161K
|
+2,512
|
+3%
|
|
|
109
|
Sage Rhino Capital
Menlo Park,
California
|
$6.78M
|
+$117K
|
+1,823
|
+2%
|
|
|
110
|
|
$6.47M
|
-$8.66M
|
-134,762
|
-58%
|
|
|
111
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$6.34M
|
-$492K
|
-7,654
|
-7%
|
|
|
112
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$6.3M
|
+$101K
|
+1,578
|
+2%
|
|
|
113
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$6.29M
|
+$83.5K
|
+1,299
|
+1%
|
|
|
114
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.24M
|
+$5.99M
|
+93,157
|
New
|
|
|
115
|
McLean Asset Management
Tysons,
Virginia
|
$6.19M
|
+$380K
|
+5,912
|
+7%
|
|
|
116
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$5.89M
|
-$284K
|
-4,415
|
-5%
|
|
|
117
|
Financial Symmetry
Raleigh,
North Carolina
|
$5.69M
|
+$37.7K
|
+586
|
+0.7%
|
|
|
118
|
Strategic Financial Concepts
San Antonio,
Texas
|
$5.44M
|
-$300M
|
-4,663,631
|
-98%
|
|
|
119
|
Ariadne Wealth Management
Santa Barbara,
California
|
$5.41M
|
+$231K
|
+3,600
|
+5%
|
|
|
120
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.29M
|
+$189K
|
+2,945
|
+4%
|
|
|
121
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.07M
|
-$879K
|
-13,681
|
-15%
|
|
|
122
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$4.94M
|
+$145K
|
+2,253
|
+3%
|
|
|
123
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.91M
|
+$88.2K
|
+1,372
|
+2%
|
|
|
124
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$4.64M
|
+$2.57K
|
+40
|
+0.1%
|
|
|
125
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$4.56M
|
+$6.11K
|
+95
|
+0.1%
|
|
