|
101
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4M
|
-$1.66M
|
-31,256
|
-30%
|
|
|
102
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.92M
|
+$119K
|
+2,237
|
+3%
|
|
|
103
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$3.89M
|
+$116K
|
+2,180
|
+3%
|
|
|
104
|
Libra Wealth
Los Gatos,
California
|
$3.84M
|
+$113K
|
+2,121
|
+3%
|
|
|
105
|
Tarbox Family Office
Newport Beach,
California
|
$3.76M
|
+$3.72M
|
+69,897
|
New
|
|
|
106
|
V Wealth Advisors
Overland Park,
Kansas
|
$3.76M
|
+$319K
|
+5,997
|
+9%
|
|
|
107
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.66M
|
+$1.45M
|
+27,356
|
+67%
|
|
|
108
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.49M
|
+$283K
|
+5,318
|
+9%
|
|
|
109
|
B&D White Capital Company
Lakeway,
Texas
|
$3.47M
|
+$38.6K
|
+726
|
+1%
|
|
|
110
|
SOL Capital Management
Rockville,
Maryland
|
$3.44M
|
+$78.8K
|
+1,481
|
+2%
|
|
|
111
|
EP Wealth Advisors
Torrance,
California
|
$3.32M
|
+$2.18M
|
+40,954
|
+60%
|
|
|
112
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$3.32M
|
+$569K
|
+10,705
|
+21%
|
|
|
113
|
McLean Asset Management
Tysons,
Virginia
|
$3.31M
|
+$112K
|
+2,110
|
+4%
|
|
|
114
|
MML Investors Services
Springfield,
Massachusetts
|
$3.29M
|
+$3.25M
|
+61,194
|
New
|
|
|
115
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3.28M
|
+$753K
|
+14,158
|
+30%
|
|
|
116
|
First Ascent Asset Management
Denver,
Colorado
|
$3.17M
|
+$146K
|
+2,750
|
+5%
|
|
|
117
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.16M
|
+$23.9K
|
+449
|
+0.8%
|
|
|
118
|
Tortoise Investment Management
White Plains,
New York
|
$3.12M
|
+$225K
|
+4,229
|
+8%
|
|
|
119
|
Apeiron RIA
Dallas,
Texas
|
$2.84M
|
-$162K
|
-3,038
|
-5%
|
|
|
120
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.79M
|
+$2.76M
|
+51,904
|
New
|
|
|
121
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.79M
|
+$1.06M
|
+19,853
|
+62%
|
|
|
122
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.63M
|
+$294K
|
+5,522
|
+13%
|
|
|
123
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.6M
|
+$525K
|
+9,873
|
+26%
|
|
|
124
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.55M
|
+$1.2M
|
+22,556
|
+91%
|
|
|
125
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.54M
|
+$523K
|
+9,843
|
+26%
|
|
