|
101
|
Ruedi Wealth Management
Champaign,
Illinois
|
$15.9M
|
-$31.1K
|
-1,024
|
-0.2%
|
|
|
102
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$15.9M
|
-$64.6K
|
-2,129
|
-0.4%
|
|
|
103
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$15M
|
-$427K
|
-14,077
|
-3%
|
|
|
104
|
Truist Financial
Charlotte,
North Carolina
|
$14.9M
|
+$3.68M
|
+121,027
|
+34%
|
|
|
105
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.9M
|
-$760K
|
-25,017
|
-5%
|
|
|
106
|
M Holdings Securities
Portland,
Oregon
|
$14.6M
|
+$646K
|
+21,263
|
+5%
|
|
|
107
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$14.6M
|
+$1.51M
|
+49,807
|
+12%
|
|
|
108
|
Silver Oak Advisory Group
Portland,
Oregon
|
$14.4M
|
+$1.22M
|
+40,266
|
+10%
|
|
|
109
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$14.3M
|
-$69.3K
|
-2,282
|
-0.5%
|
|
|
110
|
FMB Wealth Management
Westlake Village,
California
|
$13.8M
|
+$981K
|
+32,313
|
+8%
|
|
|
111
|
|
$13.5M
|
+$399K
|
+13,142
|
+3%
|
|
|
112
|
Equitable Holdings
New York
|
$13.5M
|
+$126K
|
+4,163
|
+1%
|
|
|
113
|
Claris Advisors
St. Louis,
Missouri
|
$13.4M
|
–
|
–
|
–
|
|
|
114
|
Wolfstich Capital
Medfield,
Massachusetts
|
$12.4M
|
–
|
–
|
–
|
|
|
115
|
Creative Planning
Overland Park,
Kansas
|
$12.4M
|
-$193K
|
-6,341
|
-2%
|
|
|
116
|
Corient Private Wealth
Miami,
Florida
|
$12.4M
|
-$6.48M
|
-213,540
|
-35%
|
|
|
117
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$12.4M
|
-$115K
|
-3,790
|
-1%
|
|
|
118
|
Trust Company of the South
Greensboro,
North Carolina
|
$12M
|
-$207K
|
-6,821
|
-2%
|
|
|
119
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12M
|
-$341K
|
-11,246
|
-3%
|
|
|
120
|
Binnacle Investments
Urbandale,
Iowa
|
$11.8M
|
+$179K
|
+5,904
|
+2%
|
|
|
121
|
Truepoint Inc
Cincinnati,
Ohio
|
$11.6M
|
-$125K
|
-4,108
|
-1%
|
|
|
122
|
|
$11.6M
|
-$89.9K
|
-2,962
|
-0.8%
|
|
|
123
|
Pure Financial Advisors
San Diego,
California
|
$11.4M
|
+$427K
|
+14,047
|
+4%
|
|
|
124
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$11.3M
|
+$231K
|
+7,615
|
+2%
|
|
|
125
|
Andrews Lucia Wealth Management
Danville,
California
|
$11.2M
|
-$95K
|
-3,127
|
-0.9%
|
|
