|
101
|
Aspiriant LLC
Los Angeles,
California
|
$8.19M
|
+$464
|
+10
|
+0%
|
|
|
102
|
Austin Asset Management
Austin,
Texas
|
$8.06M
|
-$953K
|
-20,546
|
-10%
|
|
|
103
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$7.82M
|
+$149K
|
+3,205
|
+2%
|
|
|
104
|
Spire Wealth Management
Mclean,
Virginia
|
$7.77M
|
+$1.85M
|
+39,887
|
+30%
|
|
|
105
|
Equitable Holdings
New York
|
$7.7M
|
+$799K
|
+17,239
|
+11%
|
|
|
106
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$7.62M
|
+$357K
|
+7,700
|
+5%
|
|
|
107
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.07M
|
-$60.6K
|
-1,307
|
-0.8%
|
|
|
108
|
Liberty Wealth Management
Oakland,
California
|
$6.97M
|
+$7.25M
|
+156,360
|
New
|
|
|
109
|
Cypress Point Wealth Management
Dallas,
Texas
|
$6.92M
|
+$3.87M
|
+83,420
|
+116%
|
|
|
110
|
Truist Financial
Charlotte,
North Carolina
|
$6.85M
|
-$335K
|
-7,228
|
-4%
|
|
|
111
|
Vawter Financial
Columbus,
Ohio
|
$6.85M
|
+$1.29M
|
+27,786
|
+22%
|
|
|
112
|
Rather & Kittrell
Knoxville,
Tennessee
|
$6.59M
|
-$283K
|
-6,102
|
-4%
|
|
|
113
|
Lutz Financial Services
Omaha,
Nebraska
|
$6.57M
|
-$30.3K
|
-653
|
-0.4%
|
|
|
114
|
Northwest Wealth Management
Spencer,
Iowa
|
$6.47M
|
+$4.78K
|
+103
|
+0.1%
|
|
|
115
|
AE Wealth Management
Topeka,
Kansas
|
$6.46M
|
+$1.44M
|
+31,127
|
+27%
|
|
|
116
|
Gradient Capital Advisors
San Diego,
California
|
$6.39M
|
-$83.9K
|
-1,809
|
-1%
|
|
|
117
|
Regions Financial Corp
Birmingham,
Alabama
|
$6.34M
|
-$23.7K
|
-512
|
-0.4%
|
|
|
118
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.18M
|
-$137K
|
-2,944
|
-2%
|
|
|
119
|
FinDec Wealth Services
Stockton,
California
|
$5.98M
|
+$1.23M
|
+26,531
|
+25%
|
|
|
120
|
Disciplined Investments
Tulsa,
Oklahoma
|
$5.85M
|
+$515K
|
+11,101
|
+9%
|
|
|
121
|
Asio Capital
Lexington,
Kentucky
|
$5.8M
|
-$810K
|
-17,465
|
-12%
|
|
|
122
|
Stifel Financial
St. Louis,
Missouri
|
$5.79M
|
+$35.5K
|
+766
|
+0.6%
|
|
|
123
|
Activest Wealth Management
Aventure,
Florida
|
$5.55M
|
+$2.69M
|
+58,043
|
+86%
|
|
|
124
|
MAI Capital Management
Independence,
Ohio
|
$5.55M
|
-$555K
|
-11,980
|
-9%
|
|
|
125
|
Kestra Advisory Services
Austin,
Texas
|
$5.55M
|
+$155K
|
+3,339
|
+3%
|
|
