|
76
|
Oakwell Private Wealth Management
Austin,
Texas
|
$13.5M
|
+$1.18M
|
+15,896
|
+10%
|
|
|
77
|
Perigon Wealth Management
San Francisco,
California
|
$13.4M
|
+$198K
|
+2,676
|
+2%
|
|
|
78
|
Waverly Advisors
Birmingham,
Alabama
|
$13M
|
-$67.4K
|
-911
|
-0.6%
|
|
|
79
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$12.9M
|
-$265K
|
-3,579
|
-2%
|
|
|
80
|
Kaufman Rossin Wealth
Miami,
Florida
|
$12.6M
|
+$1.11M
|
+15,037
|
+10%
|
|
|
81
|
Valued Wealth Advisors
Holladay,
Utah
|
$12.3M
|
-$133K
|
-1,798
|
-1%
|
|
|
82
|
Strategic Blueprint
Atlanta,
Georgia
|
$12.2M
|
+$57.5K
|
+777
|
+0.5%
|
|
|
83
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$12M
|
-$119K
|
-1,614
|
-1%
|
|
|
84
|
Larson Financial Group
St Louis,
Missouri
|
$11.7M
|
-$1.12M
|
-15,165
|
-9%
|
|
|
85
|
JRM Investment Counsel
Omaha,
Nebraska
|
$11.5M
|
+$587K
|
+7,938
|
+6%
|
|
|
86
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$11.4M
|
-$101K
|
-1,367
|
-0.9%
|
|
|
87
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$11.4M
|
+$3.24M
|
+43,748
|
+44%
|
|
|
88
|
Robinswood Financial
Kirkland,
Washington
|
$11.2M
|
-$590K
|
-7,981
|
-5%
|
|
|
89
|
Collective Family Office
York,
Pennsylvania
|
$11M
|
-$674K
|
-9,108
|
-6%
|
|
|
90
|
Simplicity Wealth
Summit,
New Jersey
|
$11M
|
+$5.44M
|
+73,548
|
+112%
|
|
|
91
|
World Investment Advisors
Santa Barbara,
California
|
$11M
|
+$393K
|
+5,313
|
+4%
|
|
|
92
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.9M
|
-$58K
|
-784
|
-0.6%
|
|
|
93
|
Private Wealth Management Group
Princeton,
New Jersey
|
$10.8M
|
+$451K
|
+6,095
|
+5%
|
|
|
94
|
D'Orazio & Associates
Falls Church,
Virginia
|
$10.4M
|
-$1.69M
|
-22,803
|
-15%
|
|
|
95
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$10.2M
|
-$2.26M
|
-30,561
|
-19%
|
|
|
96
|
Apeiron RIA
Dallas,
Texas
|
$10.1M
|
+$164K
|
+2,220
|
+2%
|
|
|
97
|
Family Wealth Partners
Matthews,
North Carolina
|
$9.95M
|
+$233K
|
+3,154
|
+3%
|
|
|
98
|
Mraz Amerine & Associates
Modesto,
California
|
$9.79M
|
+$308K
|
+4,165
|
+3%
|
|
|
99
|
Bank of America
Charlotte,
North Carolina
|
$9.56M
|
+$840K
|
+11,351
|
+10%
|
|
|
100
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.33M
|
+$640K
|
+8,647
|
+8%
|
|
