|
76
|
Gradient Capital Advisors
San Diego,
California
|
$9.87M
|
+$951K
|
+20,131
|
+11%
|
|
|
77
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$9.71M
|
+$4.34M
|
+91,988
|
+82%
|
|
|
78
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$9.36M
|
+$232K
|
+4,914
|
+3%
|
|
|
79
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$8.8M
|
-$980K
|
-20,748
|
-10%
|
|
|
80
|
RCS Financial Planning
Annapolis,
Maryland
|
$8.78M
|
+$126K
|
+2,659
|
+1%
|
|
|
81
|
Shira Ridge Wealth Management
Larkspur,
California
|
$8.39M
|
-$194K
|
-4,112
|
-2%
|
|
|
82
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$8.23M
|
+$144K
|
+3,059
|
+2%
|
|
|
83
|
Peirce Capital Management
The Woodlands,
Texas
|
$8.21M
|
-$617K
|
-13,067
|
-7%
|
|
|
84
|
Passive Capital Management
Baltimore,
Maryland
|
$8.1M
|
+$2.69M
|
+56,907
|
+50%
|
|
|
85
|
Steward Partners Investment Advisory
New York
|
$8.03M
|
-$39.7K
|
-840
|
-0.5%
|
|
|
86
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.92M
|
+$7.98K
|
+169
|
+0.1%
|
|
|
87
|
Concord Wealth Partners
Abingdon,
Virginia
|
$7.83M
|
+$522K
|
+11,046
|
+7%
|
|
|
88
|
von Borstel & Associates
The Dalles,
Oregon
|
$7.67M
|
+$1.77M
|
+37,397
|
+30%
|
|
|
89
|
CPA Asset Management
West Palm Beach,
Florida
|
$7.54M
|
+$197K
|
+4,169
|
+3%
|
|
|
90
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$7.42M
|
+$3.2M
|
+67,782
|
+77%
|
|
|
91
|
Family Wealth Partners
Matthews,
North Carolina
|
$7.27M
|
+$546K
|
+11,562
|
+8%
|
|
|
92
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$7.14M
|
-$1.02M
|
-21,585
|
-13%
|
|
|
93
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.08M
|
+$614K
|
+13,014
|
+10%
|
|
|
94
|
Corient Private Wealth
Miami,
Florida
|
$7.03M
|
+$39.1K
|
+829
|
+0.6%
|
|
|
95
|
Pure Financial Advisors
San Diego,
California
|
$6.9M
|
+$39.3K
|
+832
|
+0.6%
|
|
|
96
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$6.88M
|
+$484K
|
+10,253
|
+8%
|
|
|
97
|
Tortoise Investment Management
White Plains,
New York
|
$6.87M
|
-$17.8K
|
-378
|
-0.3%
|
|
|
98
|
AWM Capital
Phoenix,
Arizona
|
$6.85M
|
-$6.94K
|
-147
|
-0.1%
|
|
|
99
|
City State Bank
Norwalk,
Iowa
|
$6.83M
|
+$1.59M
|
+33,677
|
+31%
|
|
|
100
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$6.72M
|
-$813K
|
-17,219
|
-11%
|
|
