|
101
|
Pathstone Holdings
Englewood,
New Jersey
|
$19.9M
|
+$837K
|
+9,716
|
+5%
|
|
|
102
|
Oakwell Private Wealth Management
Austin,
Texas
|
$19.6M
|
+$2.42M
|
+28,083
|
+15%
|
|
|
103
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$19.4M
|
+$392K
|
+4,547
|
+2%
|
|
|
104
|
Financial Management Network
Mission Viejo,
California
|
$19.4M
|
+$2.15M
|
+24,995
|
+14%
|
|
|
105
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$19.4M
|
-$15.5M
|
-179,846
|
-46%
|
|
|
106
|
|
$19.2M
|
+$18.2M
|
+210,908
|
New
|
|
|
107
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$19.2M
|
+$173K
|
+2,006
|
+1%
|
|
|
108
|
Regatta Capital Group
El Segundo,
California
|
$19.2M
|
+$277K
|
+3,213
|
+2%
|
|
|
109
|
Tarbox Family Office
Newport Beach,
California
|
$18.9M
|
+$121K
|
+1,408
|
+0.7%
|
|
|
110
|
Fonville Wealth Management
Richmond,
Virginia
|
$18.8M
|
+$3.19M
|
+37,055
|
+22%
|
|
|
111
|
|
$18.5M
|
+$873K
|
+10,132
|
+5%
|
|
|
112
|
Stephens Consulting
Flint,
Michigan
|
$18.5M
|
-$1.28M
|
-14,854
|
-7%
|
|
|
113
|
Symphony Financial
Houston,
Texas
|
$18.4M
|
-$218K
|
-2,527
|
-1%
|
|
|
114
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$18.3M
|
+$1.54M
|
+17,816
|
+10%
|
|
|
115
|
Flaharty Asset Management
Clearwater,
Florida
|
$18M
|
+$850K
|
+9,866
|
+5%
|
|
|
116
|
Wealth Architects
Mountain View,
California
|
$18M
|
-$784K
|
-9,099
|
-4%
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.5M
|
+$323K
|
+3,746
|
+2%
|
|
|
118
|
WJ Interests
Sugar Land,
Texas
|
$17M
|
+$312K
|
+3,618
|
+2%
|
|
|
119
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$17M
|
+$1.97M
|
+22,906
|
+14%
|
|
|
120
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$16.8M
|
+$983K
|
+11,409
|
+7%
|
|
|
121
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16.8M
|
+$1.91M
|
+22,183
|
+14%
|
|
|
122
|
Jones Financial Companies
Des Peres,
Missouri
|
$16.7M
|
+$3.91M
|
+45,320
|
+33%
|
|
|
123
|
Rothschild Investment LLC
Chicago,
Illinois
|
$16.5M
|
+$2.56M
|
+29,720
|
+20%
|
|
|
124
|
Highland Financial Advisors
Wayne,
New Jersey
|
$16.5M
|
+$709K
|
+8,228
|
+5%
|
|
|
125
|
|
$16.3M
|
+$1.27M
|
+14,745
|
+9%
|
|
