|
101
|
BWM Planning
The Woodlands,
Texas
|
$22.4M
|
+$749K
|
+21,184
|
+4%
|
|
|
102
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$22M
|
+$7.89M
|
+222,972
|
+58%
|
|
|
103
|
Plancorp LLC
Saint Louis,
Missouri
|
$21.8M
|
+$39.2K
|
+1,109
|
+0.2%
|
|
|
104
|
TCP Asset Management
Columbus,
Ohio
|
$21.6M
|
+$614K
|
+17,360
|
+3%
|
|
|
105
|
AWM Capital
Phoenix,
Arizona
|
$21.4M
|
-$1.33M
|
-37,698
|
-6%
|
|
|
106
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$20.9M
|
+$1.2M
|
+33,801
|
+6%
|
|
|
107
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$20.8M
|
-$22.5K
|
-636
|
-0.1%
|
|
|
108
|
Consilium Wealth Advisory
Richardson,
Texas
|
$20.8M
|
+$1.6M
|
+45,226
|
+9%
|
|
|
109
|
Evanson Asset Management
Carmel,
California
|
$20.6M
|
+$724K
|
+20,485
|
+4%
|
|
|
110
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$20M
|
+$6.72K
|
+190
|
+0%
|
|
|
111
|
Forum Private Client Group
Fishers,
Indiana
|
$19.2M
|
+$1.29M
|
+36,424
|
+7%
|
|
|
112
|
Essential Planning
Portsmouth,
New Hampshire
|
$19M
|
-$430K
|
-12,155
|
-2%
|
|
|
113
|
Fonville Wealth Management
Richmond,
Virginia
|
$19M
|
+$1.28M
|
+36,322
|
+7%
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.9M
|
-$2.21M
|
-62,556
|
-11%
|
|
|
115
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$18.4M
|
+$1.06M
|
+29,885
|
+6%
|
|
|
116
|
SouthState Corp
Winter Haven,
Florida
|
$18.4M
|
-$22.2M
|
-626,780
|
-55%
|
|
|
117
|
Next Level Wealth Planning
Meridian,
Idaho
|
$18.3M
|
+$1.16M
|
+32,833
|
+7%
|
|
|
118
|
D.A. Davidson & Co
Great Falls,
Montana
|
$17.7M
|
+$5.42M
|
+153,125
|
+46%
|
|
|
119
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$17.6M
|
+$843K
|
+23,832
|
+5%
|
|
|
120
|
Mercer Global Advisors
Denver,
Colorado
|
$17.5M
|
-$590K
|
-16,683
|
-3%
|
|
|
121
|
Builder Investment Group
Atlanta,
Georgia
|
$17.4M
|
+$234K
|
+6,624
|
+1%
|
|
|
122
|
Financial Alternatives
La Jolla,
California
|
$17.3M
|
+$208K
|
+5,882
|
+1%
|
|
|
123
|
Kestra Advisory Services
Austin,
Texas
|
$17.3M
|
+$3.15M
|
+89,061
|
+23%
|
|
|
124
|
Diversify Wealth Management
Sandy,
Utah
|
$17.2M
|
-$1.52M
|
-42,860
|
-8%
|
|
|
125
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$17.2M
|
+$3.31M
|
+93,585
|
+25%
|
|
