|
101
|
Fortress Wealth Management
Culver City,
California
|
$12.9M
|
-$1.17M
|
-30,785
|
-9%
|
|
|
102
|
|
$12.8M
|
-$1.69M
|
-44,190
|
-12%
|
|
|
103
|
Clune & Associates
Chicago,
Illinois
|
$12.7M
|
+$604K
|
+15,833
|
+5%
|
|
|
104
|
Farther Finance Advisors
San Francisco,
California
|
$12.4M
|
-$496K
|
-13,005
|
-4%
|
|
|
105
|
Sterling Financial Planning
Sparta,
New Jersey
|
$12.4M
|
+$1.27M
|
+33,275
|
+12%
|
|
|
106
|
Tillman Hartley LLC
Denver,
Colorado
|
$12.2M
|
-$672K
|
-17,605
|
-5%
|
|
|
107
|
KM Capital Management
Austin,
Texas
|
$12.2M
|
+$661K
|
+17,320
|
+6%
|
|
|
108
|
JDH Wealth Management
Santa Rosa,
California
|
$12.1M
|
+$229
|
+6
|
+0%
|
|
|
109
|
EnRich Financial Partners
Madison,
Wisconsin
|
$12M
|
-$137K
|
-3,592
|
-1%
|
|
|
110
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.8M
|
-$2.56M
|
-67,010
|
-18%
|
|
|
111
|
Financial Connections Group
Corte Madera,
California
|
$11.7M
|
+$1.14M
|
+29,843
|
+11%
|
|
|
112
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$11.3M
|
+$548K
|
+14,354
|
+5%
|
|
|
113
|
Disciplined Investments
Tulsa,
Oklahoma
|
$11.2M
|
+$1.29M
|
+33,833
|
+14%
|
|
|
114
|
MML Investors Services
Springfield,
Massachusetts
|
$10.8M
|
+$2.77M
|
+72,716
|
+36%
|
|
|
115
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.7M
|
-$22.9K
|
-600
|
-0.2%
|
|
|
116
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$10.6M
|
-$135K
|
-3,533
|
-1%
|
|
|
117
|
B&D White Capital Company
Lakeway,
Texas
|
$10.6M
|
+$10.3M
|
+269,713
|
New
|
|
|
118
|
Atomi Financial Group
New York
|
$10.5M
|
+$10.2M
|
+267,912
|
New
|
|
|
119
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.4M
|
+$313K
|
+8,194
|
+3%
|
|
|
120
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$10.4M
|
-$80.4K
|
-2,106
|
-0.8%
|
|
|
121
|
Stifel Financial
St. Louis,
Missouri
|
$10.4M
|
+$145K
|
+3,798
|
+1%
|
|
|
122
|
Kraft Asset Management
Nashville,
Tennessee
|
$10.3M
|
-$2.01M
|
-52,694
|
-17%
|
|
|
123
|
Cardiff Park Advisors
Carlsbad,
California
|
$10.2M
|
-$380K
|
-9,962
|
-4%
|
|
|
124
|
Kestra Advisory Services
Austin,
Texas
|
$10.2M
|
-$1.3M
|
-34,176
|
-12%
|
|
|
125
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$10.1M
|
-$109K
|
-2,849
|
-1%
|
|
