|
101
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$11.3M
|
-$207K
|
-4,954
|
-2%
|
|
|
102
|
Meredith Wealth Planning
Maryville,
Illinois
|
$11.2M
|
+$1.07M
|
+25,708
|
+11%
|
|
|
103
|
Tassel Capital Management
Matthews,
North Carolina
|
$11.2M
|
-$155K
|
-3,724
|
-1%
|
|
|
104
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$11.1M
|
-$609K
|
-14,600
|
-5%
|
|
|
105
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$11M
|
+$89K
|
+2,134
|
+0.8%
|
|
|
106
|
SageOak Financial
Tulsa,
Oklahoma
|
$10.6M
|
+$59.9K
|
+1,437
|
+0.6%
|
|
|
107
|
One Degree Advisors
San Diego,
California
|
$10.6M
|
+$559K
|
+13,409
|
+6%
|
|
|
108
|
Summit X LLC
Chesterfield,
Missouri
|
$10.4M
|
-$99.7K
|
-2,390
|
-1%
|
|
|
109
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$10.2M
|
+$423K
|
+10,140
|
+4%
|
|
|
110
|
Corient Private Wealth
Miami,
Florida
|
$10.1M
|
-$9.22M
|
-221,176
|
-48%
|
|
|
111
|
Graver Capital Management
Columbus,
Ohio
|
$10M
|
+$897K
|
+21,516
|
+10%
|
|
|
112
|
Modera Wealth Management
Westwood,
New Jersey
|
$10M
|
-$20.9K
|
-502
|
-0.2%
|
|
|
113
|
Farther Finance Advisors
San Francisco,
California
|
$9.71M
|
-$2.59M
|
-62,173
|
-21%
|
|
|
114
|
Essential Planning
Portsmouth,
New Hampshire
|
$9.63M
|
+$403K
|
+9,659
|
+4%
|
|
|
115
|
XY Planning Network
Bozeman,
Montana
|
$9.6M
|
+$689K
|
+16,524
|
+8%
|
|
|
116
|
Collective Family Office
York,
Pennsylvania
|
$9.57M
|
-$745K
|
-17,867
|
-7%
|
|
|
117
|
BWM Planning
The Woodlands,
Texas
|
$9.41M
|
+$1.48M
|
+35,392
|
+19%
|
|
|
118
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$9.25M
|
+$1.13M
|
+27,106
|
+14%
|
|
|
119
|
|
$9.24M
|
-$13.7M
|
-328,904
|
-60%
|
|
|
120
|
Financial Symmetry
Raleigh,
North Carolina
|
$9.19M
|
+$350K
|
+8,393
|
+4%
|
|
|
121
|
HB Wealth Management
Atlanta,
Georgia
|
$9.15M
|
+$169K
|
+4,062
|
+2%
|
|
|
122
|
Park Avenue Securities
New York
|
$8.96M
|
+$94.3K
|
+2,262
|
+1%
|
|
|
123
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$8.94M
|
+$322K
|
+7,710
|
+4%
|
|
|
124
|
United Wealth Management
Charlottesville,
Virginia
|
$8.87M
|
-$161K
|
-3,863
|
-2%
|
|
|
125
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$8.8M
|
+$252K
|
+6,031
|
+3%
|
|
