|
101
|
Burney Company
Reston,
Virginia
|
$5.9M
|
-$1.15M
|
-24,344
|
-16%
|
|
|
102
|
Truist Financial
Charlotte,
North Carolina
|
$5.83M
|
+$457K
|
+9,658
|
+8%
|
|
|
103
|
von Borstel & Associates
The Dalles,
Oregon
|
$5.81M
|
+$2.05M
|
+43,404
|
+54%
|
|
|
104
|
Vantage Point Financial
Lisle,
Illinois
|
$5.5M
|
+$5.55M
|
+117,324
|
New
|
|
|
105
|
Friday Financial
Dubuque,
Iowa
|
$5.36M
|
+$5.41M
|
+114,258
|
New
|
|
|
106
|
Passive Capital Management
Baltimore,
Maryland
|
$5.32M
|
+$1.43M
|
+30,184
|
+36%
|
|
|
107
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$5.27M
|
+$3.09M
|
+65,243
|
+139%
|
|
|
108
|
City State Bank
Norwalk,
Iowa
|
$5.16M
|
+$2.95M
|
+62,348
|
+131%
|
|
|
109
|
Parker Financial
Silverdale,
Washington
|
$5.1M
|
+$1.24M
|
+26,259
|
+31%
|
|
|
110
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$4.97M
|
+$1.77M
|
+37,321
|
+54%
|
|
|
111
|
Cornerstone Management
Duluth,
Georgia
|
$4.95M
|
+$4.99M
|
+105,507
|
New
|
|
|
112
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.93M
|
+$596K
|
+12,591
|
+14%
|
|
|
113
|
Beta Wealth Group
San Diego,
California
|
$4.67M
|
+$387K
|
+8,186
|
+9%
|
|
|
114
|
Farther Finance Advisors
San Francisco,
California
|
$4.67M
|
+$2M
|
+42,275
|
+74%
|
|
|
115
|
Squire Investment Management Company
Orem,
Utah
|
$4.52M
|
+$1.01M
|
+21,441
|
+29%
|
|
|
116
|
Diversify Wealth Management
Sandy,
Utah
|
$4.16M
|
-$109K
|
-2,314
|
-3%
|
|
|
117
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$4.13M
|
+$4.18M
|
+88,288
|
New
|
|
|
118
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$4M
|
+$4.04M
|
+85,430
|
New
|
|
|
119
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.97M
|
+$765K
|
+16,162
|
+24%
|
|
|
120
|
Private Advisor Group
Morristown,
New Jersey
|
$3.93M
|
+$73.1K
|
+1,546
|
+2%
|
|
|
121
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$3.92M
|
+$178K
|
+3,756
|
+5%
|
|
|
122
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.71M
|
-$58.1K
|
-1,229
|
-2%
|
|
|
123
|
Parkshore Wealth Management
Granite Bay,
California
|
$3.62M
|
+$3.65M
|
+77,217
|
New
|
|
|
124
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$3.6M
|
+$3.63M
|
+76,825
|
New
|
|
|
125
|
Parkworth Wealth Management
Los Gatos,
California
|
$3.56M
|
+$3.59M
|
+75,929
|
New
|
|
