|
126
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.1M
|
+$11.8M
|
+321,178
|
New
|
|
|
127
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$11.9M
|
+$530K
|
+14,446
|
+5%
|
|
|
128
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$11.1M
|
+$291K
|
+7,948
|
+3%
|
|
|
129
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11M
|
+$740K
|
+20,181
|
+7%
|
|
|
130
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$10.9M
|
+$766K
|
+20,887
|
+8%
|
|
|
131
|
Claris Advisors
St. Louis,
Missouri
|
$10.8M
|
–
|
–
|
–
|
|
|
132
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$10.7M
|
+$2.39M
|
+65,091
|
+30%
|
|
|
133
|
My Personal CFO LLC
Vancouver,
Washington
|
$10.7M
|
+$10.4M
|
+284,045
|
New
|
|
|
134
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$10.7M
|
+$633K
|
+17,253
|
+6%
|
|
|
135
|
Financial Engines Advisors
Santa Clara,
California
|
$10.6M
|
+$857K
|
+23,369
|
+9%
|
|
|
136
|
Weinberger Asset Management
Los Angeles,
California
|
$10.3M
|
+$377K
|
+10,287
|
+4%
|
|
|
137
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.2M
|
-$1.54M
|
-42,037
|
-13%
|
|
|
138
|
INVST
Indianapolis,
Indiana
|
$10.2M
|
+$2.37M
|
+64,714
|
+32%
|
|
|
139
|
RCS Financial Planning
Annapolis,
Maryland
|
$10M
|
+$199K
|
+5,419
|
+2%
|
|
|
140
|
Tableaux
Stockbridge,
Massachusetts
|
$9.99M
|
+$3.14M
|
+85,608
|
+48%
|
|
|
141
|
Family Wealth Partners
Matthews,
North Carolina
|
$9.91M
|
+$29K
|
+792
|
+0.3%
|
|
|
142
|
Edge Financial Advisors
Wheaton,
Illinois
|
$9.58M
|
+$623K
|
+16,997
|
+7%
|
|
|
143
|
Binnacle Investments
Urbandale,
Iowa
|
$9.35M
|
+$322K
|
+8,773
|
+4%
|
|
|
144
|
REDW Wealth
Albuquerque,
New Mexico
|
$9.25M
|
-$830K
|
-22,650
|
-8%
|
|
|
145
|
Vance Wealth
Santa Clarita,
California
|
$9.24M
|
+$262K
|
+7,155
|
+3%
|
|
|
146
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.12M
|
+$163K
|
+4,459
|
+2%
|
|
|
147
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8.95M
|
+$593K
|
+16,161
|
+7%
|
|
|
148
|
Vestment Financial
Chanhassen,
Minnesota
|
$8.92M
|
+$233K
|
+6,341
|
+3%
|
|
|
149
|
Fiduciary Financial Group
San Rafael,
California
|
$8.89M
|
+$141K
|
+3,850
|
+2%
|
|
|
150
|
CVA Family Office
Denver,
Colorado
|
$8.83M
|
+$1.97M
|
+53,644
|
+30%
|
|
