|
101
|
Meritas Wealth Management
Larkspur,
California
|
$10.9M
|
+$639K
|
+17,269
|
+6%
|
|
|
102
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$10.7M
|
+$1.31M
|
+35,353
|
+14%
|
|
|
103
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.6M
|
-$750K
|
-20,267
|
-7%
|
|
|
104
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$10.5M
|
+$186K
|
+5,028
|
+2%
|
|
|
105
|
Dopkins Wealth Management
Williamsville,
New York
|
$10.3M
|
-$4.25M
|
-114,850
|
-30%
|
|
|
106
|
Cardiff Park Advisors
Carlsbad,
California
|
$10.2M
|
-$239K
|
-6,459
|
-2%
|
|
|
107
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$10.1M
|
-$143K
|
-3,856
|
-1%
|
|
|
108
|
KM Capital Management
Austin,
Texas
|
$10.1M
|
-$1.15M
|
-31,142
|
-10%
|
|
|
109
|
Old Mission Capital
Chicago,
Illinois
|
$9.88M
|
-$213K
|
-5,754
|
-2%
|
|
|
110
|
Financial Connections Group
Corte Madera,
California
|
$9.86M
|
+$398K
|
+10,764
|
+4%
|
|
|
111
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$9.32M
|
+$1M
|
+27,079
|
+12%
|
|
|
112
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$9.26M
|
+$169K
|
+4,562
|
+2%
|
|
|
113
|
Robinswood Financial
Kirkland,
Washington
|
$9.2M
|
+$432K
|
+11,681
|
+5%
|
|
|
114
|
Stifel Financial
St. Louis,
Missouri
|
$9.18M
|
+$85.9K
|
+2,321
|
+1%
|
|
|
115
|
MBB Public Markets
Chicago,
Illinois
|
$9.15M
|
-$3.02M
|
-81,657
|
-25%
|
|
|
116
|
Disciplined Investments
Tulsa,
Oklahoma
|
$9M
|
+$800K
|
+21,623
|
+10%
|
|
|
117
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$8.98M
|
-$155K
|
-4,188
|
-2%
|
|
|
118
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$8.96M
|
+$78.7K
|
+2,127
|
+0.9%
|
|
|
119
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.92M
|
+$5.32M
|
+143,765
|
+160%
|
|
|
120
|
Elevate Wealth Advisory
Athens,
Georgia
|
$8.85M
|
+$156K
|
+4,217
|
+2%
|
|
|
121
|
Austin Asset Management
Austin,
Texas
|
$8.68M
|
+$245K
|
+6,631
|
+3%
|
|
|
122
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.5M
|
+$173K
|
+4,664
|
+2%
|
|
|
123
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.21M
|
+$610K
|
+16,497
|
+8%
|
|
|
124
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$8.07M
|
+$479K
|
+12,957
|
+7%
|
|
|
125
|
Aspiriant LLC
Los Angeles,
California
|
$8.04M
|
-$192K
|
-5,179
|
-2%
|
|
