|
101
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$14.8M
|
+$1.1M
|
+25,345
|
+8%
|
|
|
102
|
Navigoe Wealth Management
Redondo Beach,
California
|
$14.6M
|
+$558K
|
+12,821
|
+4%
|
|
|
103
|
Larson Financial Group
St Louis,
Missouri
|
$14.6M
|
-$274K
|
-6,287
|
-2%
|
|
|
104
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$14.5M
|
-$79.9K
|
-1,834
|
-0.6%
|
|
|
105
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$14.4M
|
+$181K
|
+4,154
|
+1%
|
|
|
106
|
Spire Wealth Management
Mclean,
Virginia
|
$14.1M
|
-$139K
|
-3,189
|
-1%
|
|
|
107
|
|
$14.1M
|
+$3.19M
|
+73,317
|
+30%
|
|
|
108
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$13.9M
|
+$58.8K
|
+1,350
|
+0.4%
|
|
|
109
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$13.9M
|
+$12.5M
|
+286,948
|
+1,210%
|
|
|
110
|
AQR Capital Management
Greenwich,
Connecticut
|
$13.9M
|
+$5.8M
|
+133,171
|
+75%
|
|
|
111
|
Andrews Lucia Wealth Management
Danville,
California
|
$13.6M
|
-$296K
|
-6,798
|
-2%
|
|
|
112
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$13.4M
|
-$97.1K
|
-2,229
|
-0.7%
|
|
|
113
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$13.1M
|
+$957K
|
+21,979
|
+8%
|
|
|
114
|
Altiora Financial Group
Lebanon,
Ohio
|
$13.1M
|
-$433K
|
-9,940
|
-3%
|
|
|
115
|
Summit Wealth Group
White River Junction,
Vermont
|
$13.1M
|
+$541K
|
+12,426
|
+4%
|
|
|
116
|
Savvy Advisors Inc
New York
|
$13.1M
|
+$12.7M
|
+292,722
|
New
|
|
|
117
|
Sterling Wealth Management
Champaign,
Illinois
|
$13M
|
-$349K
|
-8,024
|
-3%
|
|
|
118
|
Squire Investment Management Company
Orem,
Utah
|
$12.8M
|
+$250K
|
+5,745
|
+2%
|
|
|
119
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.8M
|
+$1.35M
|
+31,031
|
+12%
|
|
|
120
|
New Dimensions Wealth Management
Allen,
Texas
|
$12.7M
|
+$198K
|
+4,553
|
+2%
|
|
|
121
|
|
$12.5M
|
+$579K
|
+13,288
|
+5%
|
|
|
122
|
BIP Wealth
Atlanta,
Georgia
|
$12.5M
|
+$997K
|
+22,886
|
+9%
|
|
|
123
|
Addison Advisors
Middlebury,
Vermont
|
$12.1M
|
-$347K
|
-7,966
|
-3%
|
|
|
124
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$11.7M
|
-$37.5K
|
-862
|
-0.3%
|
|
|
125
|
Bridgewater Advisors
New York
|
$11.5M
|
+$36.4K
|
+835
|
+0.3%
|
|
