|
126
|
New Dimensions Wealth Management
Allen,
Texas
|
$15.8M
|
+$461K
|
+8,785
|
+3%
|
|
|
127
|
Altiora Financial Group
Lebanon,
Ohio
|
$15.4M
|
-$788
|
-15
|
-0%
|
|
|
128
|
Sterling Wealth Management
Champaign,
Illinois
|
$15.1M
|
-$516K
|
-9,819
|
-3%
|
|
|
129
|
Andrews Lucia Wealth Management
Danville,
California
|
$14.8M
|
+$487K
|
+9,277
|
+4%
|
|
|
130
|
Frankly Finances
Winter Park,
Florida
|
$14.8M
|
–
|
–
|
–
|
|
|
131
|
Bridgewater Advisors
New York
|
$14.5M
|
+$16.4K
|
+313
|
+0.1%
|
|
|
132
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.4M
|
+$995K
|
+18,951
|
+8%
|
|
|
133
|
Vise Technologies
New York
|
$14.4M
|
-$11.6M
|
-221,562
|
-46%
|
|
|
134
|
Kestra Advisory Services
Austin,
Texas
|
$14M
|
-$153K
|
-2,917
|
-1%
|
|
|
135
|
EP Wealth Advisors
Torrance,
California
|
$14M
|
+$675K
|
+12,857
|
+5%
|
|
|
136
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$13.9M
|
-$338K
|
-6,430
|
-2%
|
|
|
137
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$13.7M
|
+$15.1K
|
+287
|
+0.1%
|
|
|
138
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$1.01M
|
-19,286
|
-7%
|
|
|
139
|
Burk Holdings
Tulsa,
Oklahoma
|
$12.7M
|
+$198K
|
+3,762
|
+2%
|
|
|
140
|
Investmark Advisory Group
Shelton,
Connecticut
|
$12.6M
|
+$58.5K
|
+1,115
|
+0.5%
|
|
|
141
|
Atomi Financial Group
New York
|
$12.3M
|
+$821K
|
+15,639
|
+8%
|
|
|
142
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$12M
|
-$148K
|
-2,815
|
-1%
|
|
|
143
|
JDH Wealth Management
Santa Rosa,
California
|
$11.7M
|
-$285K
|
-5,436
|
-2%
|
|
|
144
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$11.6M
|
-$45.6K
|
-869
|
-0.4%
|
|
|
145
|
Walsh & Associates
Sarasota,
Florida
|
$11.5M
|
+$1.18M
|
+22,422
|
+12%
|
|
|
146
|
Versant Capital Management
Phoenix,
Arizona
|
$11.2M
|
-$72.4K
|
-1,379
|
-0.7%
|
|
|
147
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.1M
|
-$214K
|
-4,080
|
-2%
|
|
|
148
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$11M
|
+$4.76M
|
+90,724
|
+84%
|
|
|
149
|
RF&L Wealth Management
Acton,
Massachusetts
|
$10.9M
|
-$153K
|
-2,918
|
-1%
|
|
|
150
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.7M
|
+$150K
|
+2,864
|
+1%
|
|
