|
101
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$6.41M
|
+$52.1K
|
+693
|
+0.8%
|
|
|
102
|
HUB Investment Partners
Austin,
Texas
|
$6.33M
|
+$279K
|
+3,711
|
+5%
|
|
|
103
|
True Wealth Design
Akron,
Ohio
|
$6.25M
|
+$6.31M
|
+83,874
|
New
|
|
|
104
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$6.24M
|
-$209K
|
-2,783
|
-3%
|
|
|
105
|
Regatta Capital Group
El Segundo,
California
|
$6.05M
|
+$6.11M
|
+81,234
|
New
|
|
|
106
|
Blue Investment Partners
Alamo,
California
|
$5.97M
|
+$6.03M
|
+80,145
|
New
|
|
|
107
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$5.94M
|
+$200K
|
+2,658
|
+3%
|
|
|
108
|
Jackson Wealth Management
Lake Mary,
Florida
|
$5.77M
|
+$5.82M
|
+77,376
|
New
|
|
|
109
|
IAM Advisory
Easton,
Pennsylvania
|
$5.68M
|
+$17.6K
|
+234
|
+0.3%
|
|
|
110
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$5.64M
|
+$313K
|
+4,166
|
+6%
|
|
|
111
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.51M
|
+$2.73M
|
+36,301
|
+96%
|
|
|
112
|
Continuum Advisory
Eagle,
Idaho
|
$5.51M
|
+$311K
|
+4,135
|
+6%
|
|
|
113
|
Centaurus Financial
Anaheim,
California
|
$5.32M
|
+$5.37M
|
+71,360
|
New
|
|
|
114
|
Aprio Wealth Management
Atlanta,
Georgia
|
$5.31M
|
+$1.5M
|
+19,978
|
+39%
|
|
|
115
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$5.28M
|
+$5.33M
|
+70,814
|
New
|
|
|
116
|
Wallington Asset Management
Indianapolis,
Indiana
|
$5.09M
|
+$5.14M
|
+68,290
|
New
|
|
|
117
|
Passive Capital Management
Baltimore,
Maryland
|
$5.03M
|
+$1.11M
|
+14,706
|
+28%
|
|
|
118
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.9M
|
+$888K
|
+11,809
|
+22%
|
|
|
119
|
SFG Wealth Management
Towson,
Maryland
|
$4.86M
|
+$1.52M
|
+20,228
|
+45%
|
|
|
120
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.82M
|
+$4.87M
|
+64,754
|
New
|
|
|
121
|
V Wealth Advisors
Overland Park,
Kansas
|
$4.76M
|
+$318K
|
+4,225
|
+7%
|
|
|
122
|
Collective Family Office
York,
Pennsylvania
|
$4.7M
|
+$2.33M
|
+31,014
|
+97%
|
|
|
123
|
NWAM LLC
Mercer Island,
Washington
|
$4.7M
|
+$1.64M
|
+21,747
|
+53%
|
|
|
124
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.63M
|
+$907K
|
+12,054
|
+24%
|
|
|
125
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.39M
|
-$206K
|
-2,734
|
-4%
|
|
