|
101
|
Private Wealth Management Group
Princeton,
New Jersey
|
$5.2M
|
+$2.27M
|
+34,445
|
+76%
|
|
|
102
|
Truepoint Inc
Cincinnati,
Ohio
|
$5.18M
|
+$184K
|
+2,789
|
+4%
|
|
|
103
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.15M
|
+$1.69M
|
+25,620
|
+48%
|
|
|
104
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$5.08M
|
+$22.7K
|
+344
|
+0.4%
|
|
|
105
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.04M
|
+$279K
|
+4,227
|
+6%
|
|
|
106
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$5.03M
|
+$3.06M
|
+46,321
|
+149%
|
|
|
107
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$4.98M
|
+$188K
|
+2,842
|
+4%
|
|
|
108
|
WealthCollab
Bellevue,
Washington
|
$4.97M
|
+$237K
|
+3,596
|
+5%
|
|
|
109
|
Wells Fargo
San Francisco,
California
|
$4.91M
|
+$104K
|
+1,578
|
+2%
|
|
|
110
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$4.89M
|
+$494K
|
+7,488
|
+12%
|
|
|
111
|
Dopkins Wealth Management
Williamsville,
New York
|
$4.8M
|
+$36.6K
|
+554
|
+0.8%
|
|
|
112
|
REAP Financial Group
Austin,
Texas
|
$4.76M
|
+$843K
|
+12,759
|
+21%
|
|
|
113
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.75M
|
-$10.2K
|
-154
|
-0.2%
|
|
|
114
|
Fonville Wealth Management
Richmond,
Virginia
|
$4.75M
|
+$418K
|
+6,326
|
+9%
|
|
|
115
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.65M
|
+$48.1K
|
+728
|
+1%
|
|
|
116
|
Checchi Capital Advisers
Beverly Hills,
California
|
$4.64M
|
+$279K
|
+4,225
|
+6%
|
|
|
117
|
Private Advisor Group
Morristown,
New Jersey
|
$4.61M
|
+$1.32M
|
+19,925
|
+39%
|
|
|
118
|
Elevate Wealth Advisory
Athens,
Georgia
|
$4.54M
|
+$273K
|
+4,137
|
+6%
|
|
|
119
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.4M
|
+$247K
|
+3,743
|
+6%
|
|
|
120
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
+$72.7K
|
+1,101
|
+2%
|
|
|
121
|
Libra Wealth
Los Gatos,
California
|
$4.25M
|
+$438K
|
+6,627
|
+11%
|
|
|
122
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$4.21M
|
+$4.12M
|
+62,464
|
New
|
|
|
123
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$4.08M
|
+$158K
|
+2,395
|
+4%
|
|
|
124
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.04M
|
+$162K
|
+2,451
|
+4%
|
|
|
125
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$4.04M
|
+$270K
|
+4,084
|
+7%
|
|
