|
101
|
Physician Wealth Advisors
Midvale,
Utah
|
$24.4M
|
+$8.39M
|
+137,106
|
+56%
|
|
|
102
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$24.4M
|
+$1.5M
|
+24,586
|
+7%
|
|
|
103
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$24.1M
|
-$269K
|
-4,402
|
-1%
|
|
|
104
|
Farther Finance Advisors
San Francisco,
California
|
$23.9M
|
-$2.23M
|
-36,384
|
-9%
|
|
|
105
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$23.9M
|
+$438K
|
+7,164
|
+2%
|
|
|
106
|
Covenant Partners
Nashville,
Tennessee
|
$23.8M
|
-$428K
|
-6,997
|
-2%
|
|
|
107
|
Atria Wealth Solutions
New York
|
$23.2M
|
-$11.2M
|
-182,885
|
-33%
|
|
|
108
|
Affinity Capital Advisors
Berkeley,
California
|
$22.9M
|
+$765K
|
+12,506
|
+4%
|
|
|
109
|
One Wealth Advisors
San Francisco,
California
|
$22.4M
|
+$6.25M
|
+102,204
|
+41%
|
|
|
110
|
Charles Schwab
San Francisco,
California
|
$22.3M
|
+$6.25M
|
+102,142
|
+41%
|
|
|
111
|
Fountainhead AM
Warren,
New Jersey
|
$22.3M
|
+$1.34M
|
+21,911
|
+7%
|
|
|
112
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$21.9M
|
+$8.58M
|
+140,213
|
+69%
|
|
|
113
|
Wealth Alliance
Mellville,
New York
|
$21.8M
|
+$5.51M
|
+89,993
|
+35%
|
|
|
114
|
Private Advisor Group
Morristown,
New Jersey
|
$21.4M
|
+$5.93M
|
+96,933
|
+40%
|
|
|
115
|
Blue Trust Inc
Alpharetta,
Georgia
|
$21.3M
|
+$6.25M
|
+102,183
|
+44%
|
|
|
116
|
Bruce G. Allen Investments
Denver,
Colorado
|
$21.3M
|
+$566K
|
+9,244
|
+3%
|
|
|
117
|
Kelly Financial Services
Braintree,
Massachusetts
|
$21.2M
|
+$6.04M
|
+98,782
|
+42%
|
|
|
118
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$21.1M
|
+$9.59M
|
+156,812
|
+89%
|
|
|
119
|
Arete Wealth Advisors
Chicago,
Illinois
|
$20.3M
|
+$851K
|
+13,909
|
+5%
|
|
|
120
|
Perigon Wealth Management
San Francisco,
California
|
$20.3M
|
+$6.25M
|
+102,174
|
+47%
|
|
|
121
|
Valence8 US
Cambridge,
Massachusetts
|
$20.2M
|
-$6.01M
|
-98,198
|
-24%
|
|
|
122
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$20.2M
|
+$4.34K
|
+71
|
+0%
|
|
|
123
|
BOK Financial
Tulsa,
Oklahoma
|
$20.1M
|
-$468K
|
-7,643
|
-2%
|
|
|
124
|
Simplicity Wealth
Summit,
New Jersey
|
$20.1M
|
+$10.5M
|
+171,110
|
+117%
|
|
|
125
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$20M
|
+$679K
|
+11,095
|
+4%
|
|
