|
101
|
CVA Family Office
Denver,
Colorado
|
$13.6M
|
+$361K
|
+3,709
|
+3%
|
|
|
102
|
My Personal CFO LLC
Vancouver,
Washington
|
$12.8M
|
+$276K
|
+2,831
|
+2%
|
|
|
103
|
Kestra Advisory Services
Austin,
Texas
|
$12.7M
|
+$2.81M
|
+28,862
|
+27%
|
|
|
104
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$11.9M
|
+$4.47M
|
+45,835
|
+55%
|
|
|
105
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$11.9M
|
-$68.3K
|
-701
|
-0.5%
|
|
|
106
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$11.8M
|
+$12.5M
|
+128,743
|
New
|
|
|
107
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.8M
|
+$293K
|
+3,003
|
+2%
|
|
|
108
|
McLean Asset Management
Tysons,
Virginia
|
$11.7M
|
+$1.84M
|
+18,846
|
+15%
|
|
|
109
|
FMB Wealth Management
Westlake Village,
California
|
$11.6M
|
+$1.14M
|
+11,668
|
+10%
|
|
|
110
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$11.4M
|
+$308K
|
+3,165
|
+3%
|
|
|
111
|
Orion Capital Management
Coronado,
California
|
$11.1M
|
+$880K
|
+9,035
|
+8%
|
|
|
112
|
Stifel Financial
St. Louis,
Missouri
|
$10.9M
|
+$1.03M
|
+10,567
|
+10%
|
|
|
113
|
KWMG LLC
Overland Park,
Kansas
|
$10.8M
|
+$136K
|
+1,398
|
+1%
|
|
|
114
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$10.2M
|
+$40K
|
+410
|
+0.4%
|
|
|
115
|
Fonville Wealth Management
Richmond,
Virginia
|
$10.1M
|
+$1.43M
|
+14,641
|
+15%
|
|
|
116
|
Symmetry Partners
Glastonbury,
Connecticut
|
$9.82M
|
-$110K
|
-1,126
|
-1%
|
|
|
117
|
Sage Rhino Capital
Menlo Park,
California
|
$9.51M
|
+$339K
|
+3,482
|
+4%
|
|
|
118
|
Greenspring Advisors
Towson,
Maryland
|
$9.41M
|
+$360K
|
+3,696
|
+4%
|
|
|
119
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$9.08M
|
+$286K
|
+2,939
|
+3%
|
|
|
120
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.07M
|
+$6.16M
|
+63,197
|
+180%
|
|
|
121
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$9.02M
|
+$444K
|
+4,555
|
+5%
|
|
|
122
|
Family Office Research
Bethesda,
Maryland
|
$8.96M
|
+$1.48M
|
+15,240
|
+19%
|
|
|
123
|
Summit Wealth Partners
Orlando,
Florida
|
$8.93M
|
+$262K
|
+2,685
|
+3%
|
|
|
124
|
Annandale Capital
Dallas,
Texas
|
$8.78M
|
+$10.7K
|
+110
|
+0.1%
|
|
|
125
|
Avantax Advisory Services
Dallas,
Texas
|
$8.49M
|
+$54.6K
|
+560
|
+0.6%
|
|
