|
101
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.77M
|
-$671K
|
-14,200
|
-28%
|
|
|
102
|
Mather Group
Chicago,
Illinois
|
$1.75M
|
-$622K
|
-13,171
|
-26%
|
|
|
103
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.71M
|
-$717K
|
-15,174
|
-30%
|
|
|
104
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.71M
|
+$69.8K
|
+1,478
|
+4%
|
|
|
105
|
Note Advisors
Buffalo,
New York
|
$1.7M
|
+$798K
|
+16,880
|
+89%
|
|
|
106
|
Financial Engines Advisors
Santa Clara,
California
|
$1.66M
|
-$1.66M
|
-35,029
|
-50%
|
|
|
107
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.62M
|
-$198K
|
-4,195
|
-11%
|
|
|
108
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.6M
|
+$17.8K
|
+376
|
+1%
|
|
|
109
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.47M
|
+$31.8K
|
+672
|
+2%
|
|
|
110
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.34M
|
+$58.3K
|
+1,234
|
+5%
|
|
|
111
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.32M
|
+$945
|
+20
|
+0.1%
|
|
|
112
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.32M
|
+$803K
|
+17,001
|
+157%
|
|
|
113
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$1.32M
|
+$1.32M
|
+27,861
|
New
|
|
|
114
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.3M
|
+$291K
|
+6,168
|
+29%
|
|
|
115
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.26M
|
-$503K
|
-10,652
|
-29%
|
|
|
116
|
Mercer Global Advisors
Denver,
Colorado
|
$1.14M
|
+$31.3K
|
+662
|
+3%
|
|
|
117
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.13M
|
+$51.3K
|
+1,085
|
+5%
|
|
|
118
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$1.12M
|
-$94.5K
|
-2,000
|
-8%
|
|
|
119
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.11M
|
+$1.08M
|
+22,841
|
+3,763%
|
|
|
120
|
One Degree Advisors
San Diego,
California
|
$1.08M
|
+$19.8K
|
+419
|
+2%
|
|
|
121
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$1.08M
|
-$422K
|
-8,927
|
-28%
|
|
|
122
|
Blume Capital Management
Berkeley,
California
|
$1.08M
|
-$211K
|
-4,467
|
-16%
|
|
|
123
|
White Wing Wealth Management
The Wodlands,
Texas
|
$1.07M
|
+$26.2K
|
+554
|
+3%
|
|
|
124
|
|
$1.06M
|
+$505K
|
+10,693
|
+91%
|
|
|
125
|
SEI Investments
Oaks,
Pennsylvania
|
$1.06M
|
+$1.05M
|
+22,300
|
New
|
|
