|
126
|
Mather Group
Chicago,
Illinois
|
$12.2M
|
-$2.17M
|
-37,947
|
-15%
|
|
|
127
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11.8M
|
-$194K
|
-3,397
|
-2%
|
|
|
128
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.6M
|
+$428K
|
+7,473
|
+4%
|
|
|
129
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$11.6M
|
+$11.9M
|
+208,336
|
New
|
|
|
130
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.2M
|
+$2.76M
|
+48,269
|
+32%
|
|
|
131
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$11M
|
-$127K
|
-2,217
|
-1%
|
|
|
132
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.9M
|
-$764K
|
-13,352
|
-6%
|
|
|
133
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$10.8M
|
+$562K
|
+9,819
|
+5%
|
|
|
134
|
BWM Planning
The Woodlands,
Texas
|
$10.7M
|
-$453K
|
-7,914
|
-4%
|
|
|
135
|
Scratch Capital
Boise,
Idaho
|
$10.7M
|
+$11M
|
+191,652
|
New
|
|
|
136
|
Graver Capital Management
Columbus,
Ohio
|
$10.5M
|
+$10.8M
|
+188,141
|
New
|
|
|
137
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$10.4M
|
+$10.7M
|
+186,301
|
New
|
|
|
138
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$10.4M
|
-$445K
|
-7,770
|
-4%
|
|
|
139
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10.3M
|
-$97.7K
|
-1,708
|
-0.9%
|
|
|
140
|
|
$10.1M
|
+$2.42M
|
+42,379
|
+30%
|
|
|
141
|
Better Money Decisions
Santa Fe,
New Mexico
|
$9.81M
|
+$1.08M
|
+18,919
|
+12%
|
|
|
142
|
Fiduciary Financial Group
San Rafael,
California
|
$9.67M
|
+$44.5K
|
+778
|
+0.4%
|
|
|
143
|
Aspiriant LLC
Los Angeles,
California
|
$9.63M
|
+$75.1K
|
+1,313
|
+0.8%
|
|
|
144
|
Spire Wealth Management
Mclean,
Virginia
|
$9.42M
|
+$101K
|
+1,771
|
+1%
|
|
|
145
|
Austin Asset Management
Austin,
Texas
|
$9.2M
|
-$251K
|
-4,381
|
-3%
|
|
|
146
|
OLIO Financial Planning
Mclean,
Virginia
|
$9.2M
|
+$6.97M
|
+121,865
|
+281%
|
|
|
147
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$9.16M
|
+$76.3K
|
+1,334
|
+0.8%
|
|
|
148
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$9.07M
|
-$281K
|
-4,910
|
-3%
|
|
|
149
|
American Investment Services
Great Barrington,
Massachusetts
|
$8.96M
|
-$144K
|
-2,511
|
-2%
|
|
|
150
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$8.9M
|
+$461K
|
+8,057
|
+5%
|
|
