|
101
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$5.22M
|
+$10K
|
+412
|
+0.2%
|
|
|
102
|
Cardiff Park Advisors
Carlsbad,
California
|
$5.18M
|
+$82K
|
+3,379
|
+2%
|
|
|
103
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$5.12M
|
+$113K
|
+4,659
|
+2%
|
|
|
104
|
Heritage Investment Group
Pompano Beach,
Florida
|
$5.07M
|
+$2.19M
|
+90,096
|
+71%
|
|
|
105
|
Mills Wealth Advisors
Southlake,
Texas
|
$5.01M
|
+$284K
|
+11,679
|
+6%
|
|
|
106
|
Waterfront Wealth
Overland Park,
Kansas
|
$4.9M
|
+$214K
|
+8,809
|
+4%
|
|
|
107
|
Coyle Financial Counsel
Glenview,
Illinois
|
$4.84M
|
+$389K
|
+16,003
|
+8%
|
|
|
108
|
Corient Private Wealth
Miami,
Florida
|
$4.64M
|
+$416K
|
+17,154
|
+9%
|
|
|
109
|
Mattern Wealth Management
Lawrence,
Kansas
|
$4.62M
|
+$4.81M
|
+198,040
|
New
|
|
|
110
|
Advisor Partners II
Walnut Creek,
California
|
$4.58M
|
-$460K
|
-18,965
|
-9%
|
|
|
111
|
RBF Capital
San Francisco,
California
|
$4.09M
|
+$243K
|
+10,000
|
+6%
|
|
|
112
|
Truist Financial
Charlotte,
North Carolina
|
$4.07M
|
-$1.15M
|
-47,229
|
-21%
|
|
|
113
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.06M
|
+$223K
|
+9,200
|
+6%
|
|
|
114
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.03M
|
+$47.6K
|
+1,962
|
+1%
|
|
|
115
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.03M
|
+$18.5K
|
+760
|
+0.4%
|
|
|
116
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.83M
|
+$622K
|
+25,629
|
+19%
|
|
|
117
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.83M
|
+$622K
|
+25,629
|
+19%
|
|
|
118
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$3.81M
|
+$61.3K
|
+2,524
|
+2%
|
|
|
119
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.75M
|
+$2.32M
|
+95,667
|
+147%
|
|
|
120
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.64M
|
+$1.44M
|
+59,384
|
+62%
|
|
|
121
|
Five Oceans Advisors
Santa Monica,
California
|
$3.62M
|
+$1.34M
|
+55,282
|
+55%
|
|
|
122
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.24M
|
+$2.76M
|
+113,539
|
+449%
|
|
|
123
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.17M
|
+$315K
|
+12,975
|
+11%
|
|
|
124
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.16M
|
+$156K
|
+6,414
|
+5%
|
|
|
125
|
Cresset Asset Management
Chicago,
Illinois
|
$3.08M
|
–
|
–
|
–
|
|
