|
76
|
Stokes Family Office
New Orleans,
Louisiana
|
$25.6M
|
+$136K
|
+2,705
|
+0.6%
|
|
|
77
|
Liberty Wealth Management
Oakland,
California
|
$25M
|
+$1.49M
|
+29,747
|
+7%
|
|
|
78
|
Gries Financial
Cleveland,
Ohio
|
$25M
|
+$612K
|
+12,205
|
+3%
|
|
|
79
|
Farther Finance Advisors
San Francisco,
California
|
$24.8M
|
-$11.9M
|
-236,851
|
-34%
|
|
|
80
|
Mariner
Overland Park,
Kansas
|
$24.3M
|
-$959K
|
-19,110
|
-4%
|
|
|
81
|
Security Financial Services
Fort Wayne,
Indiana
|
$24.1M
|
+$164K
|
+3,267
|
+0.7%
|
|
|
82
|
EQ LLC
Bellevue,
Washington
|
$23.4M
|
+$3.2M
|
+63,826
|
+17%
|
|
|
83
|
Insight Wealth Strategies
San Ramon,
California
|
$23.4M
|
+$195K
|
+3,896
|
+0.9%
|
|
|
84
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$23.1M
|
+$13.4M
|
+267,915
|
+172%
|
|
|
85
|
Atria Wealth Solutions
New York
|
$23M
|
-$23.4M
|
-465,905
|
-53%
|
|
|
86
|
One Wealth Advisors
San Francisco,
California
|
$22.9M
|
+$520K
|
+10,373
|
+3%
|
|
|
87
|
GeoWealth Management
Chicago,
Illinois
|
$22.7M
|
+$19.5M
|
+388,575
|
+1,350%
|
|
|
88
|
High Probability Advisors
Pittsford,
New York
|
$22.6M
|
+$1.1M
|
+21,917
|
+6%
|
|
|
89
|
Capital Planning Advisors
Roseville,
California
|
$22.5M
|
-$231K
|
-4,611
|
-1%
|
|
|
90
|
Physician Wealth Advisors
Midvale,
Utah
|
$21.8M
|
+$693K
|
+13,822
|
+4%
|
|
|
91
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$21.7M
|
+$6.99M
|
+139,285
|
+54%
|
|
|
92
|
Avid Wealth Partners
San Antonio,
Texas
|
$21.7M
|
+$3.07M
|
+61,147
|
+18%
|
|
|
93
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$21.4M
|
+$19.7M
|
+393,147
|
New
|
|
|
94
|
Wealth Alliance
Mellville,
New York
|
$21.4M
|
+$699K
|
+13,929
|
+4%
|
|
|
95
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$21.4M
|
+$3.88M
|
+77,270
|
+25%
|
|
|
96
|
Strategic Blueprint
Atlanta,
Georgia
|
$21.4M
|
+$792K
|
+15,784
|
+4%
|
|
|
97
|
Summit X LLC
Chesterfield,
Missouri
|
$21.2M
|
+$3.26M
|
+64,929
|
+20%
|
|
|
98
|
Kestra Advisory Services
Austin,
Texas
|
$21.1M
|
+$3.28M
|
+65,298
|
+20%
|
|
|
99
|
Kelly Financial Services
Braintree,
Massachusetts
|
$20.4M
|
+$859K
|
+17,116
|
+5%
|
|
|
100
|
Cypress Wealth Services
Palm Desert,
California
|
$19.7M
|
+$751K
|
+14,979
|
+4%
|
|
