|
101
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.36M
|
+$279K
|
+5,767
|
+13%
|
|
|
102
|
Financial Engines Advisors
Santa Clara,
California
|
$2.32M
|
–
|
–
|
–
|
|
|
103
|
Kestra Advisory Services
Austin,
Texas
|
$2.29M
|
+$897K
|
+18,501
|
+63%
|
|
|
104
|
Park Avenue Securities
New York
|
$2.18M
|
+$147K
|
+3,030
|
+7%
|
|
|
105
|
|
$2.14M
|
+$71K
|
+1,466
|
+3%
|
|
|
106
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.12M
|
+$122K
|
+2,524
|
+6%
|
|
|
107
|
Shearwater Capital
Denver,
Colorado
|
$2.11M
|
-$28.3K
|
-584
|
-1%
|
|
|
108
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$2.09M
|
+$15.2K
|
+314
|
+0.7%
|
|
|
109
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$2.05M
|
-$826K
|
-17,044
|
-29%
|
|
|
110
|
Cary Street Partners
Richmond,
Virginia
|
$2M
|
-$666K
|
-13,749
|
-25%
|
|
|
111
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.98M
|
–
|
–
|
–
|
|
|
112
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.96M
|
+$78.8K
|
+1,627
|
+4%
|
|
|
113
|
Mather Group
Chicago,
Illinois
|
$1.96M
|
+$87.2K
|
+1,800
|
+5%
|
|
|
114
|
Vise Technologies
New York
|
$1.93M
|
–
|
–
|
–
|
|
|
115
|
Pure Financial Advisors
San Diego,
California
|
$1.9M
|
+$27.4K
|
+565
|
+1%
|
|
|
116
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.85M
|
+$72.1K
|
+1,487
|
+4%
|
|
|
117
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.82M
|
+$255K
|
+5,257
|
+16%
|
|
|
118
|
Farther Finance Advisors
San Francisco,
California
|
$1.81M
|
+$526K
|
+10,847
|
+40%
|
|
|
119
|
Kane Co Wealth Management
Johnston,
Iowa
|
$1.79M
|
+$462K
|
+9,525
|
+34%
|
|
|
120
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.79M
|
–
|
–
|
–
|
|
|
121
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.78M
|
+$263K
|
+5,419
|
+17%
|
|
|
122
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.77M
|
+$254K
|
+5,251
|
+17%
|
|
|
123
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$1.76M
|
+$16K
|
+330
|
+0.9%
|
|
|
124
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.76M
|
+$921
|
+19
|
+0.1%
|
|
|
125
|
SEI Investments
Oaks,
Pennsylvania
|
$1.72M
|
+$162K
|
+3,335
|
+10%
|
|
