|
101
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$15.9M
|
+$16M
|
+249,384
|
New
|
|
|
102
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$15.7M
|
+$15.8M
|
+246,897
|
New
|
|
|
103
|
Investmark Advisory Group
Shelton,
Connecticut
|
$15.6M
|
+$373K
|
+5,819
|
+2%
|
|
|
104
|
Larson Financial Group
St Louis,
Missouri
|
$15.6M
|
-$247K
|
-3,857
|
-2%
|
|
|
105
|
Spire Wealth Management
Mclean,
Virginia
|
$15.4M
|
+$69.2K
|
+1,079
|
+0.4%
|
|
|
106
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.5M
|
-$58.6K
|
-914
|
-0.4%
|
|
|
107
|
Claris Advisors
St. Louis,
Missouri
|
$14.5M
|
+$32.1K
|
+501
|
+0.2%
|
|
|
108
|
Farther Finance Advisors
San Francisco,
California
|
$14.4M
|
+$175K
|
+2,730
|
+1%
|
|
|
109
|
Mendota Financial Group
Madison,
Wisconsin
|
$14.1M
|
-$2.44M
|
-38,075
|
-15%
|
|
|
110
|
Trinity Financial Advisors
Columbus,
Ohio
|
$13.9M
|
+$7.2M
|
+112,247
|
+106%
|
|
|
111
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
-$238K
|
-3,709
|
-2%
|
|
|
112
|
GEM Asset Management
Plymouth,
Michigan
|
$12.9M
|
+$162K
|
+2,533
|
+1%
|
|
|
113
|
Tassel Capital Management
Matthews,
North Carolina
|
$12.6M
|
+$12.7M
|
+197,781
|
New
|
|
|
114
|
Private Wealth Management Group
Princeton,
New Jersey
|
$12.6M
|
-$96.8K
|
-1,510
|
-0.8%
|
|
|
115
|
McMill Wealth Management
Norfolk,
Nebraska
|
$12.4M
|
+$12.4M
|
+194,080
|
New
|
|
|
116
|
AWM Capital
Phoenix,
Arizona
|
$12.1M
|
-$430K
|
-6,712
|
-3%
|
|
|
117
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$11.8M
|
+$779K
|
+12,146
|
+7%
|
|
|
118
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$11.6M
|
-$9.04K
|
-141
|
-0.1%
|
|
|
119
|
Wealthspire Advisors (New York)
New York
|
$11.6M
|
-$281K
|
-4,386
|
-2%
|
|
|
120
|
David Wealth Management
Fairfax,
Virginia
|
$11.5M
|
+$11.6M
|
+180,737
|
New
|
|
|
121
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.5M
|
+$29.1K
|
+454
|
+0.3%
|
|
|
122
|
Tillman Hartley LLC
Denver,
Colorado
|
$11.4M
|
+$392K
|
+6,117
|
+4%
|
|
|
123
|
American Capital Advisory
Ketchum,
Idaho
|
$11.2M
|
+$885K
|
+13,796
|
+9%
|
|
|
124
|
Sutton Place Investors
Katonah,
New York
|
$10.8M
|
-$55.9K
|
-872
|
-0.5%
|
|
|
125
|
Capital Performance Advisors
Walnut Creek,
California
|
$10.5M
|
+$166K
|
+2,588
|
+2%
|
|
