|
101
|
Fonville Wealth Management
Richmond,
Virginia
|
$28.8M
|
+$1.87M
|
+16,946
|
+7%
|
|
|
102
|
Falcon Wealth Planning
Ontario,
California
|
$28.7M
|
+$892K
|
+8,098
|
+3%
|
|
|
103
|
Oakwell Private Wealth Management
Austin,
Texas
|
$28.4M
|
+$2.03M
|
+18,427
|
+8%
|
|
|
104
|
Define Financial
San Diego,
California
|
$27.5M
|
+$135K
|
+1,227
|
+0.5%
|
|
|
105
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$27.2M
|
+$1.39M
|
+12,625
|
+5%
|
|
|
106
|
Pathstone Holdings
Englewood,
New Jersey
|
$26.7M
|
-$481K
|
-4,369
|
-2%
|
|
|
107
|
Regatta Capital Group
El Segundo,
California
|
$26.3M
|
+$1M
|
+9,115
|
+4%
|
|
|
108
|
L2 Asset Management
Wayland,
Massachusetts
|
$26.1M
|
+$14.4M
|
+130,729
|
+124%
|
|
|
109
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$25.7M
|
-$207K
|
-1,876
|
-0.9%
|
|
|
110
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$25.7M
|
+$780K
|
+7,081
|
+3%
|
|
|
111
|
Meritas Wealth Management
Larkspur,
California
|
$25.1M
|
+$2.45M
|
+22,292
|
+11%
|
|
|
112
|
|
$25M
|
-$249K
|
-2,261
|
-1%
|
|
|
113
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$24.8M
|
-$205K
|
-1,864
|
-0.8%
|
|
|
114
|
Harbor Group
Bedford,
New Hampshire
|
$24.7M
|
-$489K
|
-4,442
|
-2%
|
|
|
115
|
Wealth Architects
Mountain View,
California
|
$24.7M
|
+$55.6K
|
+505
|
+0.2%
|
|
|
116
|
Tarbox Family Office
Newport Beach,
California
|
$24.5M
|
+$316K
|
+2,870
|
+1%
|
|
|
117
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$24.1M
|
-$21.4K
|
-194
|
-0.1%
|
|
|
118
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24M
|
+$6.18M
|
+56,131
|
+35%
|
|
|
119
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$24M
|
-$443K
|
-4,026
|
-2%
|
|
|
120
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$23.8M
|
+$1.5M
|
+13,619
|
+7%
|
|
|
121
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$23.8M
|
+$13.7M
|
+124,110
|
+135%
|
|
|
122
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$23.8M
|
+$1.29M
|
+11,708
|
+6%
|
|
|
123
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$23.7M
|
+$172K
|
+1,558
|
+0.7%
|
|
|
124
|
WJ Interests
Sugar Land,
Texas
|
$23.3M
|
+$1.18M
|
+10,762
|
+5%
|
|
|
125
|
Park Avenue Securities
New York
|
$23.2M
|
+$1.69M
|
+15,336
|
+8%
|
|
