|
101
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.7M
|
+$2.02M
|
+41,853
|
+299%
|
|
|
102
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.68M
|
+$304K
|
+6,311
|
+13%
|
|
|
103
|
FF Advisors
Manhattan Beach,
California
|
$2.67M
|
–
|
–
|
–
|
|
|
104
|
Kestra Advisory Services
Austin,
Texas
|
$2.6M
|
+$289K
|
+5,994
|
+13%
|
|
|
105
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$2.51M
|
+$8.29K
|
+172
|
+0.3%
|
|
|
106
|
Waverly Advisors
Birmingham,
Alabama
|
$2.33M
|
-$91.2K
|
-1,891
|
-4%
|
|
|
107
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.26M
|
+$122K
|
+2,525
|
+6%
|
|
|
108
|
Heritage Wealth Management (California)
San Diego,
California
|
$2.2M
|
+$367K
|
+7,618
|
+20%
|
|
|
109
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.16M
|
+$187K
|
+3,885
|
+9%
|
|
|
110
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$2.13M
|
+$38.6K
|
+801
|
+2%
|
|
|
111
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$2.11M
|
-$611K
|
-12,670
|
-22%
|
|
|
112
|
Verisail Partners
Chamblee,
Georgia
|
$2.09M
|
-$295K
|
-6,122
|
-12%
|
|
|
113
|
XY Planning Network
Bozeman,
Montana
|
$2.08M
|
+$501K
|
+10,380
|
+32%
|
|
|
114
|
New Dimensions Wealth Management
Allen,
Texas
|
$2.07M
|
+$821K
|
+17,033
|
+66%
|
|
|
115
|
Family Capital Management
Grand Rapids,
Michigan
|
$2.05M
|
+$183K
|
+3,798
|
+10%
|
|
|
116
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.95M
|
+$1.95M
|
+40,389
|
New
|
|
|
117
|
Cary Street Partners
Richmond,
Virginia
|
$1.94M
|
-$72.6K
|
-1,505
|
-4%
|
|
|
118
|
SEI Investments
Oaks,
Pennsylvania
|
$1.93M
|
+$195K
|
+4,048
|
+11%
|
|
|
119
|
Shearwater Capital
Denver,
Colorado
|
$1.92M
|
-$209K
|
-4,325
|
-10%
|
|
|
120
|
Pure Financial Advisors
San Diego,
California
|
$1.89M
|
-$20.5K
|
-426
|
-1%
|
|
|
121
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.86M
|
+$67.9K
|
+1,408
|
+4%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$1.86M
|
+$37.1K
|
+770
|
+2%
|
|
|
123
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$1.82M
|
+$54.4K
|
+1,128
|
+3%
|
|
|
124
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.82M
|
+$419K
|
+8,683
|
+30%
|
|
|
125
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.79M
|
–
|
–
|
–
|
|
