|
101
|
Stifel Financial
St. Louis,
Missouri
|
$2.94M
|
+$333K
|
+15,653
|
+13%
|
|
|
102
|
Pioneer Wealth Management Group
Austin,
Texas
|
$2.87M
|
+$2.78M
|
+130,771
|
New
|
|
|
103
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$2.86M
|
+$1.98M
|
+92,880
|
+249%
|
|
|
104
|
|
$2.85M
|
+$665K
|
+31,274
|
+32%
|
|
|
105
|
CVA Family Office
Denver,
Colorado
|
$2.83M
|
-$637K
|
-29,923
|
-19%
|
|
|
106
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.83M
|
-$23.4K
|
-1,099
|
-0.8%
|
|
|
107
|
Wealthquest
Cincinnati,
Ohio
|
$2.81M
|
+$1.14M
|
+53,568
|
+72%
|
|
|
108
|
Essential Planning
Portsmouth,
New Hampshire
|
$2.73M
|
+$2.89M
|
+135,863
|
New
|
|
|
109
|
Waypoint Wealth Partners
Mill Valley,
California
|
$2.61M
|
+$2.53M
|
+118,884
|
New
|
|
|
110
|
KEB Asset Management
Springfield,
Illinois
|
$2.61M
|
+$2.24M
|
+105,435
|
+792%
|
|
|
111
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.55M
|
+$401K
|
+18,823
|
+19%
|
|
|
112
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$2.51M
|
+$2.43M
|
+114,145
|
New
|
|
|
113
|
Andrews Lucia Wealth Management
Danville,
California
|
$2.45M
|
+$1.12M
|
+52,417
|
+89%
|
|
|
114
|
Lodestone Wealth Management
Spokane,
Washington
|
$2.45M
|
+$2.37M
|
+111,401
|
New
|
|
|
115
|
FMB Wealth Management
Westlake Village,
California
|
$2.41M
|
+$2.34M
|
+109,843
|
New
|
|
|
116
|
Level Financial Advisors
East Amherst,
New York
|
$2.41M
|
+$522K
|
+24,528
|
+29%
|
|
|
117
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.39M
|
+$532K
|
+25,006
|
+30%
|
|
|
118
|
Tortoise Investment Management
White Plains,
New York
|
$2.37M
|
+$538K
|
+25,265
|
+30%
|
|
|
119
|
Fort Henry Capital
Wheeling,
West Virginia
|
$2.34M
|
+$656K
|
+30,828
|
+41%
|
|
|
120
|
Adero Partners
Pleasanton,
California
|
$2.32M
|
-$4.65M
|
-218,614
|
-67%
|
|
|
121
|
Burton Enright Welch
Walnut Creek,
California
|
$2.3M
|
+$696K
|
+32,725
|
+45%
|
|
|
122
|
Sutton Place Investors
Katonah,
New York
|
$2.26M
|
-$623K
|
-29,255
|
-22%
|
|
|
123
|
LPL Financial
San Diego,
California
|
$2.25M
|
+$1.68M
|
+78,762
|
+331%
|
|
|
124
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.24M
|
+$96.4K
|
+4,532
|
+5%
|
|
|
125
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.08M
|
+$1.85M
|
+86,753
|
New
|
|
