|
101
|
Lantern Wealth Advisors
Melville,
New York
|
$7.62M
|
+$7.07M
|
+93,415
|
New
|
|
|
102
|
Brio Consultants
San Francisco,
California
|
$7.53M
|
-$313K
|
-4,142
|
-4%
|
|
|
103
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$7.4M
|
-$71.2K
|
-941
|
-1%
|
|
|
104
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.28M
|
+$6.61M
|
+87,320
|
New
|
|
|
105
|
My Personal CFO LLC
Vancouver,
Washington
|
$7.1M
|
+$607K
|
+8,027
|
+10%
|
|
|
106
|
Zhang Financial
Portage,
Michigan
|
$6.98M
|
+$4.74M
|
+62,583
|
+272%
|
|
|
107
|
ML&R Wealth Management
Austin,
Texas
|
$6.97M
|
+$146K
|
+1,935
|
+2%
|
|
|
108
|
McLean Asset Management
Tysons,
Virginia
|
$6.86M
|
+$676K
|
+8,931
|
+12%
|
|
|
109
|
Orion Capital Management
Coronado,
California
|
$6.65M
|
-$530K
|
-7,006
|
-8%
|
|
|
110
|
Northwest Wealth Management
Spencer,
Iowa
|
$6.44M
|
-$123K
|
-1,619
|
-2%
|
|
|
111
|
Avantax Advisory Services
Dallas,
Texas
|
$6.38M
|
+$2.49M
|
+32,901
|
+73%
|
|
|
112
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.34M
|
+$4.95M
|
+65,466
|
+536%
|
|
|
113
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$6M
|
+$147K
|
+1,938
|
+3%
|
|
|
114
|
SFG Wealth Management
Towson,
Maryland
|
$5.98M
|
+$2.17M
|
+28,669
|
+64%
|
|
|
115
|
UBS Group
Zurich,
Switzerland
|
$5.96M
|
+$1.61M
|
+21,225
|
+41%
|
|
|
116
|
Fonville Wealth Management
Richmond,
Virginia
|
$5.95M
|
+$5.52M
|
+72,919
|
New
|
|
|
117
|
Stifel Financial
St. Louis,
Missouri
|
$5.93M
|
+$3.04M
|
+40,200
|
+124%
|
|
|
118
|
Kestra Advisory Services
Austin,
Texas
|
$5.87M
|
+$318K
|
+4,205
|
+6%
|
|
|
119
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.82M
|
-$354K
|
-4,677
|
-6%
|
|
|
120
|
True Wealth Design
Akron,
Ohio
|
$5.74M
|
-$33K
|
-436
|
-0.6%
|
|
|
121
|
Vannoy Advisory Group
Austin,
Texas
|
$5.72M
|
+$5.31M
|
+70,142
|
New
|
|
|
122
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.71M
|
+$151K
|
+1,996
|
+3%
|
|
|
123
|
Mutual Advisors
Omaha,
Nebraska
|
$5.62M
|
+$1.37M
|
+18,099
|
+36%
|
|
|
124
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.54M
|
+$3.47M
|
+45,789
|
+207%
|
|
|
125
|
Forum Financial Management
Lombard,
Illinois
|
$5.4M
|
+$96.4K
|
+1,274
|
+2%
|
|
