|
126
|
OLIO Financial Planning
Mclean,
Virginia
|
$16.3M
|
+$235K
|
+3,522
|
+2%
|
|
|
127
|
McLean Asset Management
Tysons,
Virginia
|
$16M
|
-$299K
|
-4,478
|
-2%
|
|
|
128
|
Fiduciary Financial Group
San Rafael,
California
|
$15.8M
|
+$995K
|
+14,884
|
+7%
|
|
|
129
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$15.5M
|
+$3.67K
|
+55
|
+0%
|
|
|
130
|
Navigoe Wealth Management
Redondo Beach,
California
|
$15.4M
|
-$46K
|
-688
|
-0.3%
|
|
|
131
|
JDH Wealth Management
Santa Rosa,
California
|
$15.2M
|
-$336K
|
-5,031
|
-2%
|
|
|
132
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$14.9M
|
-$146K
|
-2,192
|
-1%
|
|
|
133
|
Ruedi Wealth Management
Champaign,
Illinois
|
$14.9M
|
-$255K
|
-3,809
|
-2%
|
|
|
134
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$14.6M
|
-$402K
|
-6,017
|
-3%
|
|
|
135
|
Andrews Lucia Wealth Management
Danville,
California
|
$14.4M
|
-$22.5K
|
-336
|
-0.2%
|
|
|
136
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.3M
|
+$2M
|
+29,874
|
+17%
|
|
|
137
|
Kings Path Partners
Sugar Land,
Texas
|
$14.2M
|
+$2.47M
|
+36,894
|
+22%
|
|
|
138
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$13.7M
|
-$458K
|
-6,850
|
-3%
|
|
|
139
|
Navigation Group
Redwood City,
California
|
$13.6M
|
+$105K
|
+1,569
|
+0.8%
|
|
|
140
|
Aspiriant LLC
Los Angeles,
California
|
$13.2M
|
–
|
–
|
–
|
|
|
141
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$13.1M
|
-$205K
|
-3,072
|
-2%
|
|
|
142
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$12.9M
|
-$4.41K
|
-66
|
-0%
|
|
|
143
|
Spire Wealth Management
Mclean,
Virginia
|
$12.7M
|
+$203K
|
+3,039
|
+2%
|
|
|
144
|
Larson Financial Group
St Louis,
Missouri
|
$12.7M
|
-$2.25M
|
-33,726
|
-16%
|
|
|
145
|
Disciplined Investments
Tulsa,
Oklahoma
|
$12.6M
|
+$676K
|
+10,112
|
+6%
|
|
|
146
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$12.4M
|
-$144K
|
-2,154
|
-1%
|
|
|
147
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$12.4M
|
-$640K
|
-9,574
|
-5%
|
|
|
148
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.3M
|
+$20.1K
|
+301
|
+0.2%
|
|
|
149
|
Vance Wealth
Santa Clarita,
California
|
$11.7M
|
+$47.5K
|
+711
|
+0.4%
|
|
|
150
|
Pioneer Wealth Management Group
Austin,
Texas
|
$11.6M
|
+$830K
|
+12,427
|
+8%
|
|
