|
101
|
von Borstel & Associates
The Dalles,
Oregon
|
$15M
|
-$95.2K
|
-3,461
|
-0.7%
|
|
|
102
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$14.9M
|
-$738K
|
-26,807
|
-5%
|
|
|
103
|
Tassel Capital Management
Matthews,
North Carolina
|
$14.9M
|
-$1.21M
|
-43,952
|
-8%
|
|
|
104
|
Ruedi Wealth Management
Champaign,
Illinois
|
$14.9M
|
+$1.21M
|
+44,101
|
+10%
|
|
|
105
|
Old Mission Capital
Chicago,
Illinois
|
$14.8M
|
+$566K
|
+20,552
|
+4%
|
|
|
106
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.6M
|
-$231K
|
-8,380
|
-2%
|
|
|
107
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$14.4M
|
-$213K
|
-7,743
|
-2%
|
|
|
108
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$13.5M
|
-$61.8K
|
-2,245
|
-0.5%
|
|
|
109
|
Claris Advisors
St. Louis,
Missouri
|
$13.4M
|
-$7M
|
-254,221
|
-36%
|
|
|
110
|
M Holdings Securities
Portland,
Oregon
|
$13M
|
+$11.6M
|
+421,242
|
+1,821%
|
|
|
111
|
Equitable Holdings
New York
|
$12.5M
|
+$584K
|
+21,228
|
+5%
|
|
|
112
|
Silver Oak Advisory Group
Portland,
Oregon
|
$12.3M
|
+$543K
|
+19,715
|
+5%
|
|
|
113
|
|
$12.2M
|
-$969K
|
-35,217
|
-8%
|
|
|
114
|
EP Wealth Advisors
Torrance,
California
|
$12.2M
|
-$3.76M
|
-136,755
|
-25%
|
|
|
115
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$12.2M
|
-$1.02M
|
-37,061
|
-8%
|
|
|
116
|
FMB Wealth Management
Westlake Village,
California
|
$12M
|
+$1.01M
|
+36,662
|
+10%
|
|
|
117
|
Creative Planning
Overland Park,
Kansas
|
$11.8M
|
-$272K
|
-9,893
|
-2%
|
|
|
118
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$11.7M
|
-$27K
|
-981
|
-0.2%
|
|
|
119
|
Wolfstich Capital
Medfield,
Massachusetts
|
$11.6M
|
-$6.37M
|
-231,424
|
-37%
|
|
|
120
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.5M
|
+$45.3K
|
+1,645
|
+0.4%
|
|
|
121
|
Trust Company of the South
Greensboro,
North Carolina
|
$11.5M
|
–
|
–
|
–
|
|
|
122
|
Truepoint Inc
Cincinnati,
Ohio
|
$11M
|
-$335K
|
-12,172
|
-3%
|
|
|
123
|
|
$10.9M
|
+$2.14M
|
+77,875
|
+26%
|
|
|
124
|
Binnacle Investments
Urbandale,
Iowa
|
$10.9M
|
+$174K
|
+6,315
|
+2%
|
|
|
125
|
Andrews Lucia Wealth Management
Danville,
California
|
$10.6M
|
-$84.6K
|
-3,074
|
-0.8%
|
|
