|
101
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19M
|
-$1.22M
|
-17,695
|
-6%
|
|
|
102
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$18.8M
|
+$1.87M
|
+27,091
|
+11%
|
|
|
103
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$18.7M
|
+$360K
|
+5,218
|
+2%
|
|
|
104
|
Tassel Capital Management
Matthews,
North Carolina
|
$18.5M
|
+$1.06M
|
+15,440
|
+6%
|
|
|
105
|
Wells Fargo
San Francisco,
California
|
$18.5M
|
+$6.77M
|
+98,222
|
+59%
|
|
|
106
|
Advisory Alpha
Holland,
Michigan
|
$18.5M
|
+$896K
|
+13,003
|
+5%
|
|
|
107
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$18.4M
|
+$876K
|
+12,704
|
+5%
|
|
|
108
|
Clune & Associates
Chicago,
Illinois
|
$17.7M
|
+$1.49M
|
+21,676
|
+9%
|
|
|
109
|
EnRich Financial Partners
Madison,
Wisconsin
|
$17.7M
|
+$276K
|
+4,010
|
+2%
|
|
|
110
|
LRI Investments
Palm Beach Gardens,
Florida
|
$17.2M
|
+$1.35M
|
+19,511
|
+9%
|
|
|
111
|
WPWealth
Fort Worth,
Texas
|
$16.9M
|
+$2.26M
|
+32,809
|
+16%
|
|
|
112
|
New Hampshire Trust
Concord,
New Hampshire
|
$16.5M
|
-$1.03M
|
-14,925
|
-6%
|
|
|
113
|
Lutz Financial Services
Omaha,
Nebraska
|
$16.5M
|
+$325K
|
+4,708
|
+2%
|
|
|
114
|
Stifel Financial
St. Louis,
Missouri
|
$16.3M
|
+$2.01M
|
+29,140
|
+14%
|
|
|
115
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16M
|
-$1.11M
|
-16,158
|
-7%
|
|
|
116
|
G2 Capital Management
Columbus,
Ohio
|
$15.9M
|
+$592K
|
+8,592
|
+4%
|
|
|
117
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.4M
|
+$3.34M
|
+48,422
|
+28%
|
|
|
118
|
Sentinel Wealth Management
Reston,
Virginia
|
$15.4M
|
+$102K
|
+1,486
|
+0.7%
|
|
|
119
|
Aspen Capital Management
Boise,
Idaho
|
$15.4M
|
-$86.9K
|
-1,261
|
-0.6%
|
|
|
120
|
|
$15.1M
|
+$138K
|
+1,996
|
+0.9%
|
|
|
121
|
Park Avenue Securities
New York
|
$14.9M
|
+$1.69M
|
+24,493
|
+13%
|
|
|
122
|
West Financial Advisors
Des Moines,
Iowa
|
$14.8M
|
+$467K
|
+6,776
|
+3%
|
|
|
123
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$14.6M
|
+$440K
|
+6,384
|
+3%
|
|
|
124
|
True Link Financial Advisors
San Francisco,
California
|
$14.5M
|
+$14.4M
|
+208,580
|
New
|
|
|
125
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$14.2M
|
-$3.87M
|
-56,090
|
-22%
|
|
