|
101
|
Kestra Advisory Services
Austin,
Texas
|
$4.97M
|
+$4.39M
|
+57,843
|
+580%
|
|
|
102
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.9M
|
+$1.03M
|
+13,558
|
+25%
|
|
|
103
|
Versant Capital Management
Phoenix,
Arizona
|
$4.78M
|
-$594K
|
-7,819
|
-11%
|
|
|
104
|
Forum Financial Management
Lombard,
Illinois
|
$4.76M
|
+$271K
|
+3,572
|
+6%
|
|
|
105
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.65M
|
+$48.5K
|
+639
|
+1%
|
|
|
106
|
HB Wealth Management
Atlanta,
Georgia
|
$4.61M
|
-$789K
|
-10,390
|
-14%
|
|
|
107
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.6M
|
-$7.37K
|
-97
|
-0.2%
|
|
|
108
|
SOL Capital Management
Rockville,
Maryland
|
$4.56M
|
+$232K
|
+3,048
|
+5%
|
|
|
109
|
Raffa Wealth Management
Washington,
District of Columbia
|
$4.48M
|
+$1.17M
|
+15,467
|
+34%
|
|
|
110
|
Meredith Wealth Planning
Maryville,
Illinois
|
$4.48M
|
+$769K
|
+10,117
|
+20%
|
|
|
111
|
Farther Finance Advisors
San Francisco,
California
|
$4.28M
|
+$509K
|
+6,704
|
+13%
|
|
|
112
|
Capital Group Private Client Services
Los Angeles,
California
|
$4.1M
|
+$589K
|
+7,751
|
+16%
|
|
|
113
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.09M
|
+$352K
|
+4,638
|
+9%
|
|
|
114
|
Perigon Wealth Management
San Francisco,
California
|
$4.07M
|
+$262K
|
+3,446
|
+7%
|
|
|
115
|
Facet Wealth Inc
Baltimore,
Maryland
|
$3.96M
|
-$260K
|
-3,418
|
-6%
|
|
|
116
|
Morling Financial Advisors
Fremont,
California
|
$3.94M
|
-$59.3K
|
-781
|
-1%
|
|
|
117
|
Private Advisor Group
Morristown,
New Jersey
|
$3.87M
|
-$705K
|
-9,284
|
-15%
|
|
|
118
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$3.87M
|
–
|
–
|
–
|
|
|
119
|
L & S Advisors
Los Angeles,
California
|
$3.8M
|
+$784K
|
+10,317
|
+25%
|
|
|
120
|
UBS Group
Zurich,
Switzerland
|
$3.8M
|
+$220K
|
+2,895
|
+6%
|
|
|
121
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.78M
|
+$157K
|
+2,072
|
+4%
|
|
|
122
|
Mutual Advisors
Omaha,
Nebraska
|
$3.72M
|
+$437K
|
+5,756
|
+13%
|
|
|
123
|
Castle Wealth Management
West Palm Beach,
Florida
|
$3.69M
|
-$74.6K
|
-982
|
-2%
|
|
|
124
|
Strategic Financial Concepts
San Antonio,
Texas
|
$3.65M
|
+$701K
|
+9,223
|
+23%
|
|
|
125
|
|
$3.65M
|
+$2.89M
|
+38,019
|
+322%
|
|
