|
101
|
Truist Financial
Charlotte,
North Carolina
|
$22.7M
|
+$2.38M
|
+64,798
|
+12%
|
|
|
102
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22.2M
|
-$34.5K
|
-938
|
-0.2%
|
|
|
103
|
Sequoia Financial Advisors
Akron,
Ohio
|
$22M
|
-$188K
|
-5,110
|
-0.8%
|
|
|
104
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$21.9M
|
-$1.23M
|
-33,604
|
-5%
|
|
|
105
|
Conquis Financial
Milbrae,
California
|
$21.9M
|
-$197K
|
-5,373
|
-0.9%
|
|
|
106
|
Tassel Capital Management
Matthews,
North Carolina
|
$21.8M
|
+$1.8M
|
+49,002
|
+9%
|
|
|
107
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.3M
|
-$572K
|
-15,564
|
-3%
|
|
|
108
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$21.2M
|
+$6.22M
|
+169,435
|
+42%
|
|
|
109
|
Symmetry Partners
Glastonbury,
Connecticut
|
$20.7M
|
-$911K
|
-24,801
|
-4%
|
|
|
110
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$20.5M
|
+$6.57M
|
+178,929
|
+47%
|
|
|
111
|
Vested Financial Planning
San Carlos,
California
|
$19.4M
|
-$848K
|
-23,094
|
-4%
|
|
|
112
|
von Borstel & Associates
The Dalles,
Oregon
|
$19.3M
|
+$175K
|
+4,764
|
+0.9%
|
|
|
113
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$19.1M
|
+$357K
|
+9,718
|
+2%
|
|
|
114
|
Silver Oak Advisory Group
Portland,
Oregon
|
$19M
|
+$1.42M
|
+38,545
|
+8%
|
|
|
115
|
Elser Financial Planning
Indianapolis,
Indiana
|
$18.9M
|
-$154K
|
-4,183
|
-0.8%
|
|
|
116
|
Farther Finance Advisors
San Francisco,
California
|
$18.3M
|
-$4.2M
|
-114,437
|
-19%
|
|
|
117
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$17.7M
|
-$154K
|
-4,189
|
-0.9%
|
|
|
118
|
Generations Wealth LLC
Mason,
Ohio
|
$17.6M
|
-$4.67M
|
-127,020
|
-21%
|
|
|
119
|
Prosperity Planning
Kansas City,
Missouri
|
$17.4M
|
-$605K
|
-16,461
|
-3%
|
|
|
120
|
EP Wealth Advisors
Torrance,
California
|
$17.4M
|
-$108K
|
-2,935
|
-0.6%
|
|
|
121
|
Ruedi Wealth Management
Champaign,
Illinois
|
$17.2M
|
-$213K
|
-5,799
|
-1%
|
|
|
122
|
FMB Wealth Management
Westlake Village,
California
|
$17.1M
|
-$439K
|
-11,961
|
-3%
|
|
|
123
|
AQR Capital Management
Greenwich,
Connecticut
|
$17.1M
|
+$3.67M
|
+99,892
|
+27%
|
|
|
124
|
Osaic Holdings
Scottsdale,
Arizona
|
$17M
|
+$1.98M
|
+53,999
|
+13%
|
|
|
125
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$16.5M
|
+$7.97K
|
+217
|
+0%
|
|
