|
201
|
Squire Investment Management Company
Orem,
Utah
|
$712K
|
+$376K
|
+12,531
|
+118%
|
|
|
202
|
GeoWealth Management
Chicago,
Illinois
|
$700K
|
+$302K
|
+10,063
|
+79%
|
|
|
203
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$697K
|
-$229K
|
-7,644
|
-25%
|
|
|
204
|
Physician Wealth Advisors
Midvale,
Utah
|
$692K
|
+$10.6K
|
+352
|
+2%
|
|
|
205
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$690K
|
+$364K
|
+12,145
|
+118%
|
|
|
206
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$689K
|
–
|
–
|
–
|
|
|
207
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$685K
|
+$84.5K
|
+2,821
|
+15%
|
|
|
208
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$676K
|
+$80.7K
|
+2,691
|
+14%
|
|
|
209
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$669K
|
+$112K
|
+3,745
|
+21%
|
|
|
210
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$662K
|
-$122K
|
-4,069
|
-16%
|
|
|
211
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$662K
|
-$122K
|
-4,069
|
-16%
|
|
|
212
|
Simplicity Wealth
Summit,
New Jersey
|
$660K
|
+$95.2K
|
+3,175
|
+17%
|
|
|
213
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$619K
|
–
|
–
|
–
|
|
|
214
|
Kingswood Wealth Advisors
San Diego,
California
|
$616K
|
+$600K
|
+20,005
|
New
|
|
|
215
|
Cypress Point Wealth Management
Dallas,
Texas
|
$615K
|
+$86.9K
|
+2,900
|
+17%
|
|
|
216
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$613K
|
+$122K
|
+4,075
|
+26%
|
|
|
217
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$605K
|
-$1.5K
|
-50
|
-0.3%
|
|
|
218
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$597K
|
+$1.2K
|
+40
|
+0.2%
|
|
|
219
|
Ausdal Financial Partners
Davenport,
Iowa
|
$593K
|
-$3K
|
-100
|
-0.5%
|
|
|
220
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$589K
|
+$209K
|
+6,964
|
+57%
|
|
|
221
|
CPA Asset Management
West Palm Beach,
Florida
|
$573K
|
+$80.6K
|
+2,690
|
+17%
|
|
|
222
|
Brown Advisory
Baltimore,
Maryland
|
$549K
|
–
|
–
|
–
|
|
|
223
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$546K
|
+$35.8K
|
+1,195
|
+7%
|
|
|
224
|
Team Hewins
Redwood City,
California
|
$546K
|
-$21.5K
|
-719
|
-4%
|
|
|
225
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$540K
|
+$315K
|
+10,500
|
+149%
|
|
