|
101
|
SageOak Financial
Tulsa,
Oklahoma
|
$10.5M
|
+$2.86M
|
+68,716
|
+38%
|
|
|
102
|
Summit X LLC
Chesterfield,
Missouri
|
$10.5M
|
+$84.6K
|
+2,030
|
+0.8%
|
|
|
103
|
Collective Family Office
York,
Pennsylvania
|
$10.3M
|
+$1.11M
|
+26,626
|
+12%
|
|
|
104
|
Meredith Wealth Planning
Maryville,
Illinois
|
$10.1M
|
+$373K
|
+8,941
|
+4%
|
|
|
105
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.98M
|
+$664K
|
+15,926
|
+7%
|
|
|
106
|
One Degree Advisors
San Diego,
California
|
$9.94M
|
+$128K
|
+3,074
|
+1%
|
|
|
107
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.91M
|
+$543K
|
+13,038
|
+6%
|
|
|
108
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.73M
|
-$1.13M
|
-27,123
|
-10%
|
|
|
109
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.72M
|
-$177K
|
-4,238
|
-2%
|
|
|
110
|
Essential Planning
Portsmouth,
New Hampshire
|
$9.18M
|
-$473M
|
-11,339,026
|
-98%
|
|
|
111
|
Graver Capital Management
Columbus,
Ohio
|
$9.09M
|
+$400K
|
+9,590
|
+5%
|
|
|
112
|
United Wealth Management
Charlottesville,
Virginia
|
$8.99M
|
+$110K
|
+2,634
|
+1%
|
|
|
113
|
HB Wealth Management
Atlanta,
Georgia
|
$8.94M
|
+$8.85M
|
+212,447
|
New
|
|
|
114
|
XY Planning Network
Bozeman,
Montana
|
$8.86M
|
+$3K
|
+72
|
+0%
|
|
|
115
|
Park Avenue Securities
New York
|
$8.82M
|
+$89.4K
|
+2,145
|
+1%
|
|
|
116
|
Financial Symmetry
Raleigh,
North Carolina
|
$8.79M
|
+$1.02M
|
+24,557
|
+13%
|
|
|
117
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$8.74M
|
+$2.1M
|
+50,495
|
+32%
|
|
|
118
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$8.58M
|
+$372K
|
+8,930
|
+5%
|
|
|
119
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$8.52M
|
+$306K
|
+7,335
|
+4%
|
|
|
120
|
Raymond James Financial
St Petersburg,
Florida
|
$8.33M
|
+$719K
|
+17,257
|
+10%
|
|
|
121
|
SJS Investment Consulting
Sylvania,
Ohio
|
$8.28M
|
-$172K
|
-4,137
|
-2%
|
|
|
122
|
Pioneer Wealth Management Group
Austin,
Texas
|
$8.27M
|
+$8.2M
|
+196,690
|
New
|
|
|
123
|
Acropolis Investment Management
St. Louis,
Missouri
|
$8.21M
|
-$196K
|
-4,695
|
-2%
|
|
|
124
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.21M
|
-$235K
|
-5,630
|
-3%
|
|
|
125
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$8.15M
|
+$533K
|
+12,780
|
+7%
|
|
