|
101
|
Raffa Wealth Management
Washington,
District of Columbia
|
$69.6M
|
+$900K
|
+12,398
|
+1%
|
|
|
102
|
Choreo LLC
Rockford,
Illinois
|
$67.8M
|
+$37.1M
|
+511,858
|
+116%
|
|
|
103
|
MA Private Wealth
San Carlos,
California
|
$67.7M
|
-$643K
|
-8,863
|
-1%
|
|
|
104
|
Financial Engines Advisors
Santa Clara,
California
|
$67.3M
|
-$1.37M
|
-18,907
|
-2%
|
|
|
105
|
Atria Wealth Solutions
New York
|
$67.3M
|
+$9.34M
|
+128,685
|
+16%
|
|
|
106
|
Merit Financial Group
Alpharetta,
Georgia
|
$65.9M
|
+$41.3M
|
+568,399
|
+173%
|
|
|
107
|
West Financial Advisors
Des Moines,
Iowa
|
$63.8M
|
+$832K
|
+11,471
|
+1%
|
|
|
108
|
Partners in Financial Planning
Salem,
Virginia
|
$63.6M
|
+$841K
|
+11,594
|
+1%
|
|
|
109
|
CoreCap Advisors
Southfield,
Michigan
|
$63.2M
|
+$13.9M
|
+191,693
|
+29%
|
|
|
110
|
Arkos Global Advisors
Houston,
Texas
|
$62.7M
|
+$679K
|
+9,353
|
+1%
|
|
|
111
|
AllianceBernstein
Nashville,
Tennessee
|
$61.1M
|
-$838K
|
-11,543
|
-1%
|
|
|
112
|
Joule Financial
Lexington,
Kentucky
|
$60.1M
|
+$1.73M
|
+23,801
|
+3%
|
|
|
113
|
Farther Finance Advisors
San Francisco,
California
|
$59.9M
|
+$40.8M
|
+562,198
|
+222%
|
|
|
114
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$59.4M
|
+$26.3M
|
+362,127
|
+81%
|
|
|
115
|
Trajan Wealth
Scottsdale,
Arizona
|
$58.9M
|
+$11.8M
|
+162,872
|
+26%
|
|
|
116
|
Morningstar Investment Services
Chicago,
Illinois
|
$58.8M
|
-$72M
|
-991,685
|
-55%
|
|
|
117
|
Rockbridge Investment Management
Syracuse,
New York
|
$57.9M
|
+$1.5M
|
+20,619
|
+3%
|
|
|
118
|
Apriem Advisors
Irvine,
California
|
$57.6M
|
+$1.83M
|
+25,174
|
+3%
|
|
|
119
|
Gilbert & Cook
West Des Moines,
Iowa
|
$57.6M
|
-$889K
|
-12,251
|
-2%
|
|
|
120
|
Brio Consultants
San Francisco,
California
|
$57.4M
|
+$1.4M
|
+19,331
|
+3%
|
|
|
121
|
Newton One Investments
Newark,
Delaware
|
$55.2M
|
+$2.61M
|
+35,915
|
+5%
|
|
|
122
|
Essential Planning
Portsmouth,
New Hampshire
|
$55.2M
|
-$3.27B
|
-45,093,075
|
-98%
|
|
|
123
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$54.4M
|
-$349K
|
-4,811
|
-0.6%
|
|
|
124
|
BTC Capital Management
Des Moines,
Iowa
|
$54.3M
|
+$1.66M
|
+22,909
|
+3%
|
|
|
125
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$53.9M
|
+$2.78M
|
+38,343
|
+6%
|
|
