|
76
|
Prosperity Planning
Kansas City,
Missouri
|
$4.21M
|
–
|
–
|
–
|
|
|
77
|
Echo Wealth Management
Plymouth,
Minnesota
|
$4.14M
|
+$3.71M
|
+75,850
|
New
|
|
|
78
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.02M
|
+$446K
|
+9,126
|
+13%
|
|
|
79
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$3.9M
|
+$1.48M
|
+30,305
|
+65%
|
|
|
80
|
EP Wealth Advisors
Torrance,
California
|
$3.78M
|
-$576K
|
-11,784
|
-14%
|
|
|
81
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.72M
|
+$2.98M
|
+60,917
|
+476%
|
|
|
82
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.71M
|
+$184K
|
+3,763
|
+5%
|
|
|
83
|
V Wealth Advisors
Overland Park,
Kansas
|
$3.58M
|
+$137K
|
+2,796
|
+4%
|
|
|
84
|
Libra Wealth
Los Gatos,
California
|
$3.49M
|
+$61.6K
|
+1,259
|
+2%
|
|
|
85
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.44M
|
+$313K
|
+6,410
|
+10%
|
|
|
86
|
Fortress Wealth Management
Culver City,
California
|
$3.41M
|
+$320K
|
+6,549
|
+11%
|
|
|
87
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.3M
|
+$3.19M
|
+65,320
|
New
|
|
|
88
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$3.2M
|
+$3.11M
|
+63,522
|
New
|
|
|
89
|
B&D White Capital Company
Lakeway,
Texas
|
$3.19M
|
+$2.5M
|
+51,184
|
+422%
|
|
|
90
|
SOL Capital Management
Rockville,
Maryland
|
$3.1M
|
-$102K
|
-2,091
|
-3%
|
|
|
91
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.85M
|
+$1.31M
|
+26,828
|
+91%
|
|
|
92
|
Apeiron RIA
Dallas,
Texas
|
$2.82M
|
-$7.09K
|
-145
|
-0.3%
|
|
|
93
|
First Ascent Asset Management
Denver,
Colorado
|
$2.74M
|
+$2.66M
|
+54,390
|
New
|
|
|
94
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.66M
|
-$139K
|
-2,844
|
-6%
|
|
|
95
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.48M
|
+$264K
|
+5,405
|
+12%
|
|
|
96
|
Tortoise Investment Management
White Plains,
New York
|
$2.46M
|
+$1.1M
|
+22,394
|
+85%
|
|
|
97
|
Silicon Hills Wealth Management
Austin,
Texas
|
$2.4M
|
-$434K
|
-8,868
|
-16%
|
|
|
98
|
WorthPointe
La Jolla,
California
|
$2.36M
|
+$878K
|
+17,946
|
+62%
|
|
|
99
|
|
$2.35M
|
+$2.28M
|
+46,659
|
New
|
|
|
100
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.27M
|
+$285K
|
+5,821
|
+16%
|
|
