|
101
|
Liberty Wealth Management
Oakland,
California
|
$14M
|
-$11.4M
|
-421,102
|
-46%
|
|
|
102
|
GeoWealth Management
Chicago,
Illinois
|
$14M
|
-$4.75M
|
-175,376
|
-26%
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
+$364K
|
+13,438
|
+3%
|
|
|
104
|
One Degree Advisors
San Diego,
California
|
$12.7M
|
+$738K
|
+27,233
|
+6%
|
|
|
105
|
Watchman Group
Plano,
Texas
|
$12.6M
|
+$12.1M
|
+446,451
|
New
|
|
|
106
|
Applied Capital
Little Rock,
Arkansas
|
$12.2M
|
+$629K
|
+23,203
|
+6%
|
|
|
107
|
Gemmer Asset Management
Walnut Creek,
California
|
$12M
|
-$460K
|
-16,971
|
-4%
|
|
|
108
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$11.7M
|
+$169K
|
+6,238
|
+1%
|
|
|
109
|
RCS Financial Planning
Annapolis,
Maryland
|
$11.6M
|
+$138K
|
+5,085
|
+1%
|
|
|
110
|
Waypoint Wealth Partners
Mill Valley,
California
|
$11.6M
|
+$560K
|
+20,681
|
+5%
|
|
|
111
|
|
$11.4M
|
-$84.4M
|
-3,117,410
|
-89%
|
|
|
112
|
Passive Capital Management
Baltimore,
Maryland
|
$11.4M
|
+$350K
|
+12,921
|
+3%
|
|
|
113
|
Tillman Hartley LLC
Denver,
Colorado
|
$11M
|
-$113K
|
-4,167
|
-1%
|
|
|
114
|
Versant Capital Management
Phoenix,
Arizona
|
$10.6M
|
+$3.6M
|
+132,840
|
+55%
|
|
|
115
|
VeraBank
Henderson,
Texas
|
$10.5M
|
+$227K
|
+8,394
|
+2%
|
|
|
116
|
Heritage Investment Group
Pompano Beach,
Florida
|
$10.4M
|
+$897K
|
+33,106
|
+10%
|
|
|
117
|
Kestra Advisory Services
Austin,
Texas
|
$10.4M
|
-$797K
|
-29,404
|
-7%
|
|
|
118
|
Cypress Point Wealth Management
Dallas,
Texas
|
$10.2M
|
+$1.03M
|
+37,894
|
+12%
|
|
|
119
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$10M
|
+$356K
|
+13,124
|
+4%
|
|
|
120
|
American Investment Services
Great Barrington,
Massachusetts
|
$10M
|
-$366K
|
-13,519
|
-4%
|
|
|
121
|
Ruedi Wealth Management
Champaign,
Illinois
|
$9.92M
|
+$806K
|
+29,743
|
+9%
|
|
|
122
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$9.85M
|
+$837K
|
+30,911
|
+10%
|
|
|
123
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$9.84M
|
+$3.46M
|
+127,622
|
+57%
|
|
|
124
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$9.83M
|
-$1.42M
|
-52,568
|
-13%
|
|
|
125
|
Signature Resources Capital Management
Newport Beach,
California
|
$9.3M
|
-$2.82M
|
-104,065
|
-24%
|
|
