|
101
|
Falcon Wealth Planning
Ontario,
California
|
$33.8M
|
+$1.27M
|
+10,643
|
+4%
|
|
|
102
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$33.6M
|
+$13.7M
|
+114,822
|
+74%
|
|
|
103
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$33M
|
+$2.17M
|
+18,216
|
+7%
|
|
|
104
|
Define Financial
San Diego,
California
|
$32.8M
|
+$1.69M
|
+14,133
|
+6%
|
|
|
105
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32.6M
|
+$17.3M
|
+144,828
|
+124%
|
|
|
106
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$32.3M
|
-$917K
|
-7,691
|
-3%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$32.2M
|
+$6.55M
|
+54,895
|
+27%
|
|
|
108
|
Pathstone Holdings
Englewood,
New Jersey
|
$31.1M
|
+$941K
|
+7,890
|
+3%
|
|
|
109
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$30.8M
|
+$1.71M
|
+14,332
|
+6%
|
|
|
110
|
Meritas Wealth Management
Larkspur,
California
|
$30.7M
|
+$2.25M
|
+18,880
|
+8%
|
|
|
111
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$29.9M
|
-$4.23M
|
-35,437
|
-13%
|
|
|
112
|
Oakwell Private Wealth Management
Austin,
Texas
|
$29.8M
|
-$2.15M
|
-17,998
|
-7%
|
|
|
113
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$29.1M
|
+$1.82M
|
+15,227
|
+7%
|
|
|
114
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$29M
|
+$1.79M
|
+15,028
|
+7%
|
|
|
115
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$28.9M
|
+$1.69M
|
+14,189
|
+7%
|
|
|
116
|
Regatta Capital Group
El Segundo,
California
|
$28.8M
|
-$803K
|
-6,733
|
-3%
|
|
|
117
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$28.1M
|
+$1.26M
|
+10,574
|
+5%
|
|
|
118
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$28.1M
|
+$8.88M
|
+74,455
|
+49%
|
|
|
119
|
Harbor Group
Bedford,
New Hampshire
|
$28M
|
+$66.8K
|
+560
|
+0.3%
|
|
|
120
|
&Partners
Nashville,
Tennessee
|
$28M
|
+$5.19M
|
+43,510
|
+24%
|
|
|
121
|
Park Avenue Securities
New York
|
$28M
|
+$1.71M
|
+14,298
|
+7%
|
|
|
122
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$27.9M
|
+$1.12M
|
+9,386
|
+4%
|
|
|
123
|
Tarbox Family Office
Newport Beach,
California
|
$27.8M
|
+$128K
|
+1,069
|
+0.5%
|
|
|
124
|
Wealth Architects
Mountain View,
California
|
$27.5M
|
-$354K
|
-2,967
|
-1%
|
|
|
125
|
Concurrent Investment Advisors
Tampa,
Florida
|
$27.5M
|
+$2.02M
|
+16,896
|
+8%
|
|
