|
76
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$10.4M
|
+$1.69M
|
+39,574
|
+19%
|
|
|
77
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.91M
|
+$762K
|
+17,871
|
+8%
|
|
|
78
|
One Degree Advisors
San Diego,
California
|
$9.88M
|
+$9.74M
|
+228,395
|
New
|
|
|
79
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$9.86M
|
+$9.74M
|
+228,409
|
New
|
|
|
80
|
Blume Capital Management
Berkeley,
California
|
$9.66M
|
+$946K
|
+22,195
|
+11%
|
|
|
81
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.63M
|
+$9.5M
|
+222,913
|
New
|
|
|
82
|
Kings Path Partners
Sugar Land,
Texas
|
$9.53M
|
+$1.23M
|
+28,900
|
+15%
|
|
|
83
|
FinDec Wealth Services
Stockton,
California
|
$9.49M
|
+$452K
|
+10,604
|
+5%
|
|
|
84
|
Truist Financial
Charlotte,
North Carolina
|
$9.43M
|
+$3.53M
|
+82,694
|
+61%
|
|
|
85
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.37M
|
+$4.86M
|
+113,944
|
+111%
|
|
|
86
|
Collective Family Office
York,
Pennsylvania
|
$9.34M
|
+$1.58M
|
+37,137
|
+21%
|
|
|
87
|
Austin Wealth Management
Austin,
Texas
|
$9.2M
|
+$318K
|
+7,455
|
+4%
|
|
|
88
|
Pioneer Wealth Management Group
Austin,
Texas
|
$9.2M
|
-$360K
|
-8,445
|
-4%
|
|
|
89
|
Meredith Wealth Planning
Maryville,
Illinois
|
$9M
|
+$787K
|
+18,466
|
+10%
|
|
|
90
|
WMS Partners
Towson,
Maryland
|
$8.97M
|
-$184K
|
-4,308
|
-2%
|
|
|
91
|
SJS Investment Consulting
Sylvania,
Ohio
|
$8.93M
|
+$892K
|
+20,935
|
+11%
|
|
|
92
|
Park Avenue Securities
New York
|
$8.68M
|
-$34.8K
|
-816
|
-0.4%
|
|
|
93
|
Essential Planning
Portsmouth,
New Hampshire
|
$8.32M
|
-$206K
|
-4,827
|
-2%
|
|
|
94
|
Sutton Place Investors
Katonah,
New York
|
$8.18M
|
+$55.8K
|
+1,309
|
+0.7%
|
|
|
95
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$8.16M
|
+$1.42M
|
+33,381
|
+21%
|
|
|
96
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.98M
|
+$2.52M
|
+59,065
|
+47%
|
|
|
97
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$7.8M
|
+$4.62M
|
+108,281
|
+150%
|
|
|
98
|
Concord Wealth Partners
Abingdon,
Virginia
|
$7.76M
|
+$761K
|
+17,846
|
+11%
|
|
|
99
|
Annapolis Financial Services
Annapolis,
Maryland
|
$7.76M
|
+$959K
|
+22,498
|
+14%
|
|
|
100
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$7.74M
|
+$1.03M
|
+24,056
|
+15%
|
|
