|
101
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$11.9M
|
-$82K
|
-2,030
|
-0.7%
|
|
|
102
|
Dopkins Wealth Management
Williamsville,
New York
|
$11.7M
|
-$6.04M
|
-149,355
|
-35%
|
|
|
103
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$11.2M
|
+$69.5K
|
+1,720
|
+0.6%
|
|
|
104
|
EP Wealth Advisors
Torrance,
California
|
$11.2M
|
+$341K
|
+8,445
|
+3%
|
|
|
105
|
Squire Investment Management Company
Orem,
Utah
|
$11.1M
|
+$654K
|
+16,175
|
+6%
|
|
|
106
|
Bridgewater Advisors
New York
|
$10.7M
|
+$91.3K
|
+2,260
|
+0.9%
|
|
|
107
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$553K
|
+13,690
|
+6%
|
|
|
108
|
Summit Wealth Group
White River Junction,
Vermont
|
$10.7M
|
+$9.42M
|
+233,067
|
+1,041%
|
|
|
109
|
Kestra Advisory Services
Austin,
Texas
|
$10.5M
|
-$1.4M
|
-34,633
|
-12%
|
|
|
110
|
MAI Capital Management
Independence,
Ohio
|
$10.3M
|
-$111K
|
-2,749
|
-1%
|
|
|
111
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9.96M
|
+$1.09M
|
+26,964
|
+13%
|
|
|
112
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$9.91M
|
+$40.5K
|
+1,003
|
+0.4%
|
|
|
113
|
|
$9.5M
|
-$507K
|
-12,534
|
-5%
|
|
|
114
|
Tobias Financial Advisors
Plantation,
Florida
|
$9.08M
|
-$22.9K
|
-567
|
-0.3%
|
|
|
115
|
Wealthspire Advisors (New York)
New York
|
$8.95M
|
+$8.31M
|
+205,677
|
+2,299%
|
|
|
116
|
BIP Wealth
Atlanta,
Georgia
|
$8.83M
|
+$1.14M
|
+28,238
|
+15%
|
|
|
117
|
RF&L Wealth Management
Acton,
Massachusetts
|
$8.83M
|
-$245K
|
-6,057
|
-3%
|
|
|
118
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$8.81M
|
-$288K
|
-7,132
|
-3%
|
|
|
119
|
Embree Financial Group
Chicago,
Illinois
|
$8.73M
|
+$580K
|
+14,357
|
+7%
|
|
|
120
|
Advisory Services & Investments
Bend,
Oregon
|
$8.65M
|
-$1.9M
|
-47,063
|
-18%
|
|
|
121
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$8.6M
|
-$50.6K
|
-1,253
|
-0.6%
|
|
|
122
|
Level Financial Advisors
East Amherst,
New York
|
$8.43M
|
-$150K
|
-3,723
|
-2%
|
|
|
123
|
Peirce Capital Management
The Woodlands,
Texas
|
$8.22M
|
-$5.38K
|
-133
|
-0.1%
|
|
|
124
|
Ariadne Wealth Management
Santa Barbara,
California
|
$7.76M
|
-$85.8K
|
-2,124
|
-1%
|
|
|
125
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$7.55M
|
+$201K
|
+4,971
|
+3%
|
|
