|
101
|
US Bancorp
Minneapolis,
Minnesota
|
$1.82M
|
–
|
–
|
–
|
|
|
102
|
Mather Group
Chicago,
Illinois
|
$1.81M
|
+$39.6K
|
+832
|
+2%
|
|
|
103
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.79M
|
–
|
–
|
–
|
|
|
104
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.76M
|
+$126K
|
+2,646
|
+8%
|
|
|
105
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.76M
|
+$34.8K
|
+731
|
+2%
|
|
|
106
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.76M
|
-$228K
|
-4,794
|
-12%
|
|
|
107
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$1.72M
|
-$181K
|
-3,813
|
-10%
|
|
|
108
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.67M
|
-$54.2K
|
-1,139
|
-3%
|
|
|
109
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.63M
|
+$138K
|
+2,896
|
+9%
|
|
|
110
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.62M
|
+$1.19K
|
+25
|
+0.1%
|
|
|
111
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.58M
|
+$260K
|
+5,476
|
+20%
|
|
|
112
|
Penney Financial
Houston,
Texas
|
$1.52M
|
+$1.51M
|
+31,737
|
New
|
|
|
113
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.52M
|
+$179K
|
+3,771
|
+14%
|
|
|
114
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.42M
|
+$78.1K
|
+1,643
|
+6%
|
|
|
115
|
SEI Investments
Oaks,
Pennsylvania
|
$1.4M
|
+$327K
|
+6,866
|
+31%
|
|
|
116
|
|
$1.35M
|
+$277K
|
+5,822
|
+26%
|
|
|
117
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.34M
|
-$16.5K
|
-346
|
-1%
|
|
|
118
|
Raymond James Financial
St Petersburg,
Florida
|
$1.28M
|
+$1.07M
|
+22,473
|
+526%
|
|
|
119
|
One Capital Management
Westlake Village,
California
|
$1.28M
|
+$297K
|
+6,235
|
+30%
|
|
|
120
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.27M
|
+$144K
|
+3,027
|
+13%
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.26M
|
-$11.2K
|
-236
|
-0.9%
|
|
|
122
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$1.24M
|
+$148K
|
+3,116
|
+14%
|
|
|
123
|
Mercer Global Advisors
Denver,
Colorado
|
$1.24M
|
+$81.7K
|
+1,718
|
+7%
|
|
|
124
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.22M
|
+$73.5K
|
+1,545
|
+6%
|
|
|
125
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.21M
|
+$186K
|
+3,903
|
+18%
|
|
