|
126
|
OLIO Financial Planning
Mclean,
Virginia
|
$14.4M
|
+$247K
|
+3,895
|
+2%
|
|
|
127
|
JDH Wealth Management
Santa Rosa,
California
|
$13.9M
|
-$202K
|
-3,184
|
-1%
|
|
|
128
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$13.8M
|
-$221K
|
-3,475
|
-2%
|
|
|
129
|
Navigoe Wealth Management
Redondo Beach,
California
|
$13.8M
|
-$272K
|
-4,288
|
-2%
|
|
|
130
|
Ruedi Wealth Management
Champaign,
Illinois
|
$13.5M
|
+$479K
|
+7,541
|
+4%
|
|
|
131
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$13.4M
|
+$158K
|
+2,485
|
+1%
|
|
|
132
|
Larson Financial Group
St Louis,
Missouri
|
$13.4M
|
-$948K
|
-14,923
|
-6%
|
|
|
133
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$13.4M
|
-$76.3K
|
-1,201
|
-0.6%
|
|
|
134
|
Fiduciary Financial Group
San Rafael,
California
|
$13.2M
|
+$618K
|
+9,731
|
+5%
|
|
|
135
|
Andrews Lucia Wealth Management
Danville,
California
|
$12.9M
|
-$1.08M
|
-17,079
|
-8%
|
|
|
136
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$12.7M
|
-$25.9K
|
-408
|
-0.2%
|
|
|
137
|
Mission Wealth Management
Santa Barbara,
California
|
$12.5M
|
+$483K
|
+7,604
|
+4%
|
|
|
138
|
Crestmont Private Wealth
Houston,
Texas
|
$12.2M
|
+$334K
|
+5,252
|
+3%
|
|
|
139
|
Navigation Group
Redwood City,
California
|
$12.1M
|
+$12.3M
|
+192,976
|
New
|
|
|
140
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11.9M
|
-$306K
|
-4,812
|
-2%
|
|
|
141
|
Aspiriant LLC
Los Angeles,
California
|
$11.8M
|
-$186K
|
-2,927
|
-2%
|
|
|
142
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$11.7M
|
+$922K
|
+14,513
|
+8%
|
|
|
143
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$11.6M
|
-$106K
|
-1,672
|
-0.9%
|
|
|
144
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$11.2M
|
-$49.6K
|
-781
|
-0.4%
|
|
|
145
|
Spire Wealth Management
Mclean,
Virginia
|
$11.1M
|
+$141K
|
+2,218
|
+1%
|
|
|
146
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11M
|
-$59.6K
|
-938
|
-0.5%
|
|
|
147
|
SOL Capital Management
Rockville,
Maryland
|
$11M
|
+$11.5M
|
+180,949
|
+437%
|
|
|
148
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
-$816K
|
-12,850
|
-7%
|
|
|
149
|
MML Investors Services
Springfield,
Massachusetts
|
$10.8M
|
-$2.28M
|
-35,874
|
-17%
|
|
|
150
|
Disciplined Investments
Tulsa,
Oklahoma
|
$10.6M
|
+$379K
|
+5,973
|
+4%
|
|
