|
101
|
Symmetry Partners
Glastonbury,
Connecticut
|
$19.8M
|
-$2.43M
|
-76,198
|
-11%
|
|
|
102
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.8M
|
+$11.7M
|
+368,261
|
+156%
|
|
|
103
|
Conquis Financial
Milbrae,
California
|
$19.5M
|
+$1.59M
|
+49,929
|
+9%
|
|
|
104
|
Vested Financial Planning
San Carlos,
California
|
$18.1M
|
+$24.4K
|
+764
|
+0.1%
|
|
|
105
|
Farther Finance Advisors
San Francisco,
California
|
$18M
|
+$7.31M
|
+229,248
|
+71%
|
|
|
106
|
Tassel Capital Management
Matthews,
North Carolina
|
$17.7M
|
+$354K
|
+11,084
|
+2%
|
|
|
107
|
von Borstel & Associates
The Dalles,
Oregon
|
$17.6M
|
+$114K
|
+3,584
|
+0.7%
|
|
|
108
|
Grunden Financial Advisory
Denton,
Texas
|
$17.4M
|
+$161K
|
+5,037
|
+1%
|
|
|
109
|
Prosperity Planning
Kansas City,
Missouri
|
$16.8M
|
-$956K
|
-29,966
|
-6%
|
|
|
110
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$16.4M
|
-$104K
|
-3,275
|
-0.6%
|
|
|
111
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
+$750K
|
+23,512
|
+5%
|
|
|
112
|
Ruedi Wealth Management
Champaign,
Illinois
|
$16.2M
|
-$312K
|
-9,765
|
-2%
|
|
|
113
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$16.2M
|
+$1.01M
|
+31,797
|
+7%
|
|
|
114
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$16.2M
|
+$592K
|
+18,564
|
+4%
|
|
|
115
|
Modera Wealth Management
Westwood,
New Jersey
|
$15.7M
|
+$235K
|
+7,374
|
+2%
|
|
|
116
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$15.7M
|
+$7.48M
|
+234,374
|
+100%
|
|
|
117
|
EP Wealth Advisors
Torrance,
California
|
$15.6M
|
+$15.2M
|
+475,407
|
New
|
|
|
118
|
FMB Wealth Management
Westlake Village,
California
|
$15.2M
|
+$788K
|
+24,716
|
+6%
|
|
|
119
|
M Holdings Securities
Portland,
Oregon
|
$15.2M
|
-$38K
|
-1,190
|
-0.3%
|
|
|
120
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$15.1M
|
+$131K
|
+4,116
|
+0.9%
|
|
|
121
|
|
$14.5M
|
+$450K
|
+14,105
|
+3%
|
|
|
122
|
Equitable Holdings
New York
|
$14.4M
|
+$370K
|
+11,614
|
+3%
|
|
|
123
|
Claris Advisors
St. Louis,
Missouri
|
$14.4M
|
-$463K
|
-14,514
|
-3%
|
|
|
124
|
Silver Oak Advisory Group
Portland,
Oregon
|
$14.4M
|
-$597K
|
-18,717
|
-4%
|
|
|
125
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.1M
|
+$1.57M
|
+49,103
|
+13%
|
|
