|
101
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$8.11M
|
-$6.54M
|
-243,508
|
-46%
|
|
|
102
|
Squire Investment Management Company
Orem,
Utah
|
$7.9M
|
+$1.5M
|
+55,927
|
+25%
|
|
|
103
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.78M
|
+$196K
|
+7,318
|
+3%
|
|
|
104
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$7.77M
|
+$336K
|
+12,497
|
+5%
|
|
|
105
|
Tillman Hartley LLC
Denver,
Colorado
|
$7.67M
|
+$1.16M
|
+43,113
|
+19%
|
|
|
106
|
Krilogy Financial
St. Louis,
Missouri
|
$7.56M
|
+$212K
|
+7,893
|
+3%
|
|
|
107
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.49M
|
+$536K
|
+19,970
|
+8%
|
|
|
108
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$7.48M
|
+$340K
|
+12,669
|
+5%
|
|
|
109
|
Ruedi Wealth Management
Champaign,
Illinois
|
$7.13M
|
+$641K
|
+23,885
|
+10%
|
|
|
110
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$7.11M
|
+$3.11K
|
+116
|
+0%
|
|
|
111
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$7M
|
+$975K
|
+36,329
|
+17%
|
|
|
112
|
von Borstel & Associates
The Dalles,
Oregon
|
$6.91M
|
+$6.59M
|
+245,328
|
New
|
|
|
113
|
Liberty Wealth Management
Oakland,
California
|
$6.83M
|
-$5.01M
|
-186,701
|
-44%
|
|
|
114
|
DecisionPoint Financial
Mesa,
Arizona
|
$6.65M
|
+$809K
|
+30,138
|
+15%
|
|
|
115
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$6.56M
|
+$4.54M
|
+168,919
|
+263%
|
|
|
116
|
Client 1st Advisory Group
Dunedin,
Florida
|
$6.44M
|
+$213K
|
+7,931
|
+4%
|
|
|
117
|
Family Wealth Partners
Matthews,
North Carolina
|
$6.44M
|
+$196K
|
+7,314
|
+3%
|
|
|
118
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.38M
|
-$60.5K
|
-2,254
|
-1%
|
|
|
119
|
Mills Wealth Advisors
Southlake,
Texas
|
$6.02M
|
+$646K
|
+24,045
|
+13%
|
|
|
120
|
Studio Investment Management
Chicago,
Illinois
|
$5.99M
|
+$517K
|
+19,255
|
+10%
|
|
|
121
|
Fortitude Family Office
Scottsdale,
Arizona
|
$5.88M
|
+$555K
|
+20,661
|
+11%
|
|
|
122
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.74M
|
+$340K
|
+12,676
|
+7%
|
|
|
123
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$5.71M
|
+$851K
|
+31,695
|
+19%
|
|
|
124
|
Gradient Capital Advisors
San Diego,
California
|
$5.66M
|
+$389K
|
+14,475
|
+8%
|
|
|
125
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$5.55M
|
+$185K
|
+6,889
|
+4%
|
|
