|
126
|
Concurrent Investment Advisors
Tampa,
Florida
|
$13.6M
|
+$14M
|
+122,596
|
New
|
|
|
127
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.6M
|
-$9.39K
|
-82
|
-0.1%
|
|
|
128
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
+$179K
|
+1,566
|
+1%
|
|
|
129
|
My Personal CFO LLC
Vancouver,
Washington
|
$13M
|
-$779K
|
-6,801
|
-5%
|
|
|
130
|
Family Office Research
Bethesda,
Maryland
|
$12.5M
|
+$112K
|
+976
|
+0.9%
|
|
|
131
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$12.3M
|
+$75.6M
|
+660,378
|
+628%
|
|
|
132
|
Meredith Wealth Planning
Maryville,
Illinois
|
$12.2M
|
+$2.33M
|
+20,379
|
+23%
|
|
|
133
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$12.2M
|
+$258K
|
+2,256
|
+2%
|
|
|
134
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$11.8M
|
+$347K
|
+3,033
|
+3%
|
|
|
135
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$11.6M
|
+$2.78M
|
+24,284
|
+30%
|
|
|
136
|
Bull Oak Capital
San Diego,
California
|
$11.4M
|
-$52.9K
|
-462
|
-0.4%
|
|
|
137
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$11.4M
|
+$1.86M
|
+16,253
|
+19%
|
|
|
138
|
Wheels Up Wealth
Benicia,
California
|
$11.3M
|
+$289K
|
+2,528
|
+3%
|
|
|
139
|
Generations Wealth LLC
Mason,
Ohio
|
$11.1M
|
+$332K
|
+2,897
|
+3%
|
|
|
140
|
Marrick Wealth
Irvine,
California
|
$10.7M
|
+$82.2K
|
+718
|
+0.7%
|
|
|
141
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$10.6M
|
+$36.9K
|
+322
|
+0.4%
|
|
|
142
|
Annandale Capital
Dallas,
Texas
|
$10.5M
|
–
|
–
|
–
|
|
|
143
|
HUB Investment Partners
Austin,
Texas
|
$10.3M
|
+$10.6M
|
+92,573
|
New
|
|
|
144
|
Quantinno Capital Management
New York
|
$10.2M
|
+$2.04M
|
+17,825
|
+24%
|
|
|
145
|
Financial Symmetry
Raleigh,
North Carolina
|
$10.1M
|
+$762K
|
+6,657
|
+9%
|
|
|
146
|
Outbound Financial Inc
Boulder,
Colorado
|
$9.77M
|
-$16.5K
|
-144
|
-0.2%
|
|
|
147
|
Strategic Financial Planning
Plano,
Texas
|
$9.7M
|
+$23M
|
+200,814
|
New
|
|
|
148
|
Parkshore Wealth Management
Granite Bay,
California
|
$9.48M
|
-$137K
|
-1,197
|
-1%
|
|
|
149
|
|
$9.37M
|
+$470K
|
+4,102
|
+5%
|
|
|
150
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$9.21M
|
+$856K
|
+7,476
|
+10%
|
|
