|
201
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10M
|
-$1.22M
|
-33,446
|
-11%
|
|
|
202
|
FMB Wealth Management
Westlake Village,
California
|
$9.93M
|
+$684K
|
+18,808
|
+7%
|
|
|
203
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$9.52M
|
-$492K
|
-13,542
|
-5%
|
|
|
204
|
Wheels Up Wealth
Benicia,
California
|
$9.24M
|
-$99K
|
-2,723
|
-1%
|
|
|
205
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$9.2M
|
-$340K
|
-9,352
|
-3%
|
|
|
206
|
Outbound Financial Inc
Boulder,
Colorado
|
$8.95M
|
+$497K
|
+13,670
|
+6%
|
|
|
207
|
Penobscot Wealth Management
Portland,
Maine
|
$8.74M
|
+$336K
|
+9,235
|
+4%
|
|
|
208
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$8.73M
|
-$13K
|
-358
|
-0.1%
|
|
|
209
|
CSP Financial Group
Scottsdale,
Arizona
|
$8.27M
|
+$8.46M
|
+232,651
|
New
|
|
|
210
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.18M
|
+$7.64M
|
+210,217
|
+1,052%
|
|
|
211
|
Five Oceans Advisors
Santa Monica,
California
|
$8.12M
|
-$276K
|
-7,587
|
-3%
|
|
|
212
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$8.02M
|
+$4.71M
|
+129,510
|
+134%
|
|
|
213
|
KEB Asset Management
Springfield,
Illinois
|
$7.9M
|
+$883K
|
+24,304
|
+12%
|
|
|
214
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.7M
|
+$4.33M
|
+119,257
|
+125%
|
|
|
215
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$7.7M
|
-$593K
|
-16,314
|
-7%
|
|
|
216
|
Capstone Wealth Management
Billings,
Montana
|
$7.63M
|
+$662K
|
+18,209
|
+9%
|
|
|
217
|
Prospect Financial Group
Arlington,
Virginia
|
$7.29M
|
-$179K
|
-4,915
|
-2%
|
|
|
218
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$7.27M
|
-$98.9K
|
-2,722
|
-1%
|
|
|
219
|
Clearstead Advisors
Cleveland,
Ohio
|
$7.11M
|
+$7.27M
|
+200,000
|
New
|
|
|
220
|
Kane Co Wealth Management
Johnston,
Iowa
|
$7.01M
|
+$115K
|
+3,163
|
+2%
|
|
|
221
|
WorthPointe
La Jolla,
California
|
$6.97M
|
+$249K
|
+6,849
|
+4%
|
|
|
222
|
JDH Wealth Management
Santa Rosa,
California
|
$6.61M
|
-$241K
|
-6,625
|
-3%
|
|
|
223
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.57M
|
-$105K
|
-2,878
|
-2%
|
|
|
224
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.56M
|
+$635K
|
+17,458
|
+10%
|
|
|
225
|
Vista Capital Partners
Portland,
Oregon
|
$6.46M
|
+$633K
|
+17,423
|
+11%
|
|
