|
101
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.5M
|
-$8.07K
|
-232
|
-0%
|
|
|
102
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.5M
|
-$168K
|
-4,830
|
-0.8%
|
|
|
103
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.3M
|
-$5.49M
|
-157,683
|
-21%
|
|
|
104
|
Symmetry Partners
Glastonbury,
Connecticut
|
$19.9M
|
-$675K
|
-19,399
|
-3%
|
|
|
105
|
Truist Financial
Charlotte,
North Carolina
|
$18.7M
|
+$1.8M
|
+51,733
|
+10%
|
|
|
106
|
Vested Financial Planning
San Carlos,
California
|
$18.7M
|
-$133K
|
-3,825
|
-0.7%
|
|
|
107
|
Tassel Capital Management
Matthews,
North Carolina
|
$18.5M
|
+$122K
|
+3,493
|
+0.6%
|
|
|
108
|
von Borstel & Associates
The Dalles,
Oregon
|
$17.6M
|
-$648K
|
-18,633
|
-3%
|
|
|
109
|
Elser Financial Planning
Indianapolis,
Indiana
|
$17.6M
|
+$17.3M
|
+495,717
|
+2,223%
|
|
|
110
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$17.3M
|
+$464K
|
+13,329
|
+3%
|
|
|
111
|
Prosperity Planning
Kansas City,
Missouri
|
$16.6M
|
-$824K
|
-23,693
|
-5%
|
|
|
112
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.5M
|
+$10.5M
|
+302,012
|
+163%
|
|
|
113
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$16.5M
|
-$29M
|
-832,663
|
-63%
|
|
|
114
|
Silver Oak Advisory Group
Portland,
Oregon
|
$16.2M
|
+$1.32M
|
+38,054
|
+9%
|
|
|
115
|
FMB Wealth Management
Westlake Village,
California
|
$16.2M
|
+$382K
|
+10,972
|
+2%
|
|
|
116
|
EP Wealth Advisors
Torrance,
California
|
$16.1M
|
-$51.6K
|
-1,483
|
-0.3%
|
|
|
117
|
Ruedi Wealth Management
Champaign,
Illinois
|
$16M
|
-$866K
|
-24,892
|
-5%
|
|
|
118
|
M Holdings Securities
Portland,
Oregon
|
$15.9M
|
+$159K
|
+4,559
|
+1%
|
|
|
119
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$15.6M
|
+$2.45M
|
+70,298
|
+18%
|
|
|
120
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$15.6M
|
-$1.23M
|
-35,425
|
-7%
|
|
|
121
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$15.5M
|
-$1.61M
|
-46,269
|
-9%
|
|
|
122
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$15.2M
|
-$464K
|
-13,320
|
-3%
|
|
|
123
|
|
$15.2M
|
+$15.5M
|
+446,471
|
New
|
|
|
124
|
Modera Wealth Management
Westwood,
New Jersey
|
$15.1M
|
-$1.3M
|
-37,318
|
-8%
|
|
|
125
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.7M
|
+$13M
|
+372,782
|
+612%
|
|
