|
2101
|
Family CFO
Los Altos,
California
|
$23.6K
|
+$22.9K
|
+197
|
New
|
|
|
2102
|
Annapolis Financial Services
Annapolis,
Maryland
|
$22.9K
|
–
|
–
|
–
|
|
|
2103
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$22.8K
|
–
|
–
|
–
|
|
|
2104
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$22.7K
|
–
|
–
|
–
|
|
|
2105
|
Live Oak Investment Partners
Austin,
Texas
|
$21.9K
|
–
|
–
|
–
|
|
|
2106
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$21.7K
|
+$4.88K
|
+42
|
+29%
|
|
|
2107
|
Paladin Advisory Group
Clive,
Iowa
|
$20.2K
|
–
|
–
|
–
|
|
|
2108
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$20.2K
|
+$7.43K
|
+64
|
+61%
|
|
|
2109
|
Column Capital Advisors
Indianapolis,
Indiana
|
$20.1K
|
-$10.1K
|
-87
|
-34%
|
|
|
2110
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19K
|
–
|
–
|
–
|
|
|
2111
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
2112
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$17.7K
|
-$25.8K
|
-222
|
-60%
|
|
|
2113
|
Delos Wealth Advisors
Dallas,
Texas
|
$17.6K
|
–
|
–
|
–
|
|
|
2114
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$17.5K
|
+$17K
|
+146
|
New
|
|
|
2115
|
NVWM LLC
Yardley,
Pennsylvania
|
$17K
|
-$232
|
-2
|
-1%
|
|
|
2116
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$16.2K
|
–
|
–
|
–
|
|
|
2117
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$15.7K
|
+$12.5K
|
+108
|
+470%
|
|
|
2118
|
Macroview Investment Management
Bethesda,
Maryland
|
$15.5K
|
+$580
|
+5
|
+4%
|
|
|
2119
|
Financial Perspectives
Minneapolis,
Minnesota
|
$15.5K
|
–
|
–
|
–
|
|
|
2120
|
Red Tortoise LLC
Atlanta,
Georgia
|
$15.5K
|
+$1.74K
|
+15
|
+13%
|
|
|
2121
|
JDM Financial Group
Austin,
Texas
|
$15.1K
|
–
|
–
|
–
|
|
|
2122
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$15.1K
|
+$2.09K
|
+18
|
+17%
|
|
|
2123
|
West Branch Capital
Amherst,
Massachusetts
|
$14.7K
|
–
|
–
|
–
|
|
|
2124
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$14.5K
|
+$697
|
+6
|
+5%
|
|
|
2125
|
Hartford Financial Management
Hartford,
Connecticut
|
$14.3K
|
–
|
–
|
–
|
|
