|
101
|
My Personal CFO LLC
Vancouver,
Washington
|
$8.98M
|
+$1.12M
|
+13,286
|
+15%
|
|
|
102
|
Lantern Wealth Advisors
Melville,
New York
|
$8.68M
|
+$299K
|
+3,540
|
+4%
|
|
|
103
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$8.57M
|
+$1.96M
|
+23,257
|
+31%
|
|
|
104
|
Stifel Financial
St. Louis,
Missouri
|
$8.49M
|
+$1.86M
|
+22,063
|
+30%
|
|
|
105
|
Kestra Advisory Services
Austin,
Texas
|
$8.43M
|
+$1.87M
|
+22,120
|
+31%
|
|
|
106
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$8.11M
|
+$17.6K
|
+209
|
+0.2%
|
|
|
107
|
Regatta Capital Group
El Segundo,
California
|
$8.11M
|
-$1.63M
|
-19,287
|
-18%
|
|
|
108
|
Mutual Advisors
Omaha,
Nebraska
|
$8.11M
|
+$1.83M
|
+21,644
|
+31%
|
|
|
109
|
Callan Capital
La Jolla,
California
|
$8.06M
|
-$720K
|
-8,521
|
-9%
|
|
|
110
|
Echo Wealth Management
Plymouth,
Minnesota
|
$7.91M
|
-$536K
|
-6,353
|
-7%
|
|
|
111
|
Orion Capital Management
Coronado,
California
|
$7.9M
|
+$561K
|
+6,643
|
+8%
|
|
|
112
|
McLean Asset Management
Tysons,
Virginia
|
$7.89M
|
+$280K
|
+3,315
|
+4%
|
|
|
113
|
Corient Private Wealth
Miami,
Florida
|
$7.88M
|
-$51.3M
|
-607,259
|
-87%
|
|
|
114
|
Brio Consultants
San Francisco,
California
|
$7.74M
|
-$494K
|
-5,852
|
-6%
|
|
|
115
|
Northwest Wealth Management
Spencer,
Iowa
|
$7.7M
|
+$590K
|
+6,986
|
+9%
|
|
|
116
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$7.3M
|
-$1.06M
|
-12,507
|
-13%
|
|
|
117
|
Perigon Wealth Management
San Francisco,
California
|
$7.02M
|
+$1.69M
|
+20,005
|
+34%
|
|
|
118
|
Fonville Wealth Management
Richmond,
Virginia
|
$6.69M
|
+$154K
|
+1,829
|
+3%
|
|
|
119
|
Bayshore Asset Management
Coral Gables,
Florida
|
$6.57M
|
+$937K
|
+11,094
|
+18%
|
|
|
120
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.49M
|
+$300K
|
+3,551
|
+5%
|
|
|
121
|
Avantax Advisory Services
Dallas,
Texas
|
$6.42M
|
-$550K
|
-6,518
|
-8%
|
|
|
122
|
Raffa Wealth Management
Washington,
District of Columbia
|
$6.28M
|
+$639K
|
+7,563
|
+12%
|
|
|
123
|
Vannoy Advisory Group
Austin,
Texas
|
$6.28M
|
–
|
–
|
–
|
|
|
124
|
Private Advisor Group
Morristown,
New Jersey
|
$6.25M
|
+$416K
|
+4,925
|
+8%
|
|
|
125
|
SFG Wealth Management
Towson,
Maryland
|
$6.19M
|
-$346K
|
-4,097
|
-6%
|
|
