|
101
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.25M
|
+$890K
|
+18,580
|
+37%
|
|
|
102
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$3.2M
|
+$6.57K
|
+137
|
+0.2%
|
|
|
103
|
Crux Wealth Advisors
Long Beach,
California
|
$3.19M
|
+$27.6K
|
+575
|
+0.9%
|
|
|
104
|
Neumann Capital Management
Foster City,
California
|
$3.18M
|
+$114K
|
+2,370
|
+4%
|
|
|
105
|
Retirement Capital Strategies
San Jose,
California
|
$3.09M
|
+$80.4K
|
+1,678
|
+3%
|
|
|
106
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$3.04M
|
+$282K
|
+5,881
|
+10%
|
|
|
107
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$3.04M
|
+$232K
|
+4,850
|
+8%
|
|
|
108
|
Steward Partners Investment Advisory
New York
|
$3.01M
|
+$222K
|
+4,637
|
+8%
|
|
|
109
|
Stifel Financial
St. Louis,
Missouri
|
$3M
|
+$171K
|
+3,559
|
+6%
|
|
|
110
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.98M
|
+$126K
|
+2,632
|
+4%
|
|
|
111
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$2.95M
|
+$2.98M
|
+62,083
|
New
|
|
|
112
|
Foster Group
West Des Moines,
Iowa
|
$2.95M
|
+$87K
|
+1,816
|
+3%
|
|
|
113
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.94M
|
+$32.9K
|
+687
|
+1%
|
|
|
114
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.9M
|
+$7.72K
|
+161
|
+0.3%
|
|
|
115
|
Omega Financial Group
Santa Barbara,
California
|
$2.87M
|
+$34.2K
|
+714
|
+1%
|
|
|
116
|
Sensenig Capital Advisors
Collegeville,
Pennsylvania
|
$2.79M
|
-$382K
|
-7,964
|
-12%
|
|
|
117
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.69M
|
+$203K
|
+4,229
|
+8%
|
|
|
118
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.6M
|
+$17.8K
|
+372
|
+0.7%
|
|
|
119
|
Eley Financial Management
South Burlington,
Vermont
|
$2.59M
|
-$8.63K
|
-180
|
-0.3%
|
|
|
120
|
Corient Private Wealth
Miami,
Florida
|
$2.56M
|
-$41.1K
|
-858
|
-2%
|
|
|
121
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.53M
|
-$344K
|
-7,179
|
-12%
|
|
|
122
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$2.52M
|
-$12.6K
|
-263
|
-0.5%
|
|
|
123
|
Farther Finance Advisors
San Francisco,
California
|
$2.52M
|
+$164K
|
+3,426
|
+7%
|
|
|
124
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.52M
|
+$428K
|
+8,929
|
+20%
|
|
|
125
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.5M
|
+$970K
|
+20,242
|
+62%
|
|
