|
101
|
Shearwater Capital
Denver,
Colorado
|
$2.15M
|
+$118K
|
+2,445
|
+6%
|
|
|
102
|
Timonier Family Office
Winston Salem,
North Carolina
|
$2.14M
|
-$94.6K
|
-1,963
|
-4%
|
|
|
103
|
BWM Planning
The Woodlands,
Texas
|
$2.12M
|
+$1.61M
|
+33,346
|
+311%
|
|
|
104
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.09M
|
+$1.16M
|
+24,049
|
+124%
|
|
|
105
|
|
$2.08M
|
+$2.08M
|
+43,150
|
New
|
|
|
106
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$2.07M
|
+$979K
|
+20,314
|
+89%
|
|
|
107
|
Old Mission Capital
Chicago,
Illinois
|
$2.06M
|
+$2.06M
|
+42,663
|
New
|
|
|
108
|
Park Avenue Securities
New York
|
$2.04M
|
+$26.2K
|
+544
|
+1%
|
|
|
109
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.01M
|
+$482K
|
+10,009
|
+32%
|
|
|
110
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.98M
|
+$218K
|
+4,530
|
+12%
|
|
|
111
|
MB Generational Wealth
Spokane,
Washington
|
$1.96M
|
+$1.37M
|
+28,395
|
+231%
|
|
|
112
|
Vise Technologies
New York
|
$1.93M
|
+$1.5M
|
+31,059
|
+345%
|
|
|
113
|
Raymond James Financial
St Petersburg,
Florida
|
$1.93M
|
+$639K
|
+13,257
|
+50%
|
|
|
114
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.89M
|
+$122K
|
+2,532
|
+7%
|
|
|
115
|
SB Capital Management
Encino,
California
|
$1.89M
|
+$1.89M
|
+39,281
|
New
|
|
|
116
|
Mather Group
Chicago,
Illinois
|
$1.88M
|
+$61.1K
|
+1,269
|
+3%
|
|
|
117
|
Pure Financial Advisors
San Diego,
California
|
$1.88M
|
+$16.1K
|
+335
|
+0.9%
|
|
|
118
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.79M
|
–
|
–
|
–
|
|
|
119
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.79M
|
+$156K
|
+3,242
|
+10%
|
|
|
120
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.76M
|
-$3.61K
|
-75
|
-0.2%
|
|
|
121
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$1.75M
|
+$21.8K
|
+453
|
+1%
|
|
|
122
|
Mercer Global Advisors
Denver,
Colorado
|
$1.74M
|
+$500K
|
+10,377
|
+40%
|
|
|
123
|
Wheels Up Wealth
Benicia,
California
|
$1.7M
|
+$1.7M
|
+35,246
|
New
|
|
|
124
|
|
$1.67M
|
-$2.13M
|
-44,255
|
-56%
|
|
|
125
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.66M
|
-$21.1K
|
-437
|
-1%
|
|
