|
101
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$7.43M
|
+$494K
|
+11,057
|
+7%
|
|
|
102
|
Opes Wealth Management
Menlo Park,
California
|
$7.19M
|
+$968K
|
+21,654
|
+15%
|
|
|
103
|
Live Oak Investment Partners
Austin,
Texas
|
$7.07M
|
–
|
–
|
–
|
|
|
104
|
Keystone Wealth Services
Palm Desert,
California
|
$6.91M
|
+$6.76M
|
+151,274
|
+2,046%
|
|
|
105
|
Aspiriant LLC
Los Angeles,
California
|
$6.86M
|
+$559K
|
+12,502
|
+9%
|
|
|
106
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$6.79M
|
+$341K
|
+7,637
|
+5%
|
|
|
107
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$6.74M
|
+$2.39M
|
+53,516
|
+53%
|
|
|
108
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.46M
|
+$685K
|
+15,313
|
+11%
|
|
|
109
|
Valmark Advisers
Akron,
Ohio
|
$6.34M
|
+$899K
|
+20,116
|
+16%
|
|
|
110
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$6.19M
|
+$1.65M
|
+36,983
|
+35%
|
|
|
111
|
Advisor OS
Chicago,
Illinois
|
$6.13M
|
+$4.84M
|
+108,223
|
+333%
|
|
|
112
|
Truist Financial
Charlotte,
North Carolina
|
$6.13M
|
+$940K
|
+21,021
|
+18%
|
|
|
113
|
Steph & Co
Marinette,
Wisconsin
|
$5.81M
|
+$476K
|
+10,652
|
+9%
|
|
|
114
|
Family Capital Management
Grand Rapids,
Michigan
|
$5.76M
|
+$488K
|
+10,917
|
+9%
|
|
|
115
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$5.74M
|
+$945K
|
+21,126
|
+19%
|
|
|
116
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.66M
|
+$166K
|
+3,716
|
+3%
|
|
|
117
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$5.6M
|
+$3.96M
|
+88,521
|
+221%
|
|
|
118
|
Insight Wealth Partners
Plano,
Texas
|
$5.27M
|
+$173K
|
+3,871
|
+3%
|
|
|
119
|
Hofer & Associates
Thousand Oaks,
California
|
$4.9M
|
+$37.1K
|
+829
|
+0.7%
|
|
|
120
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.82M
|
+$429K
|
+9,586
|
+9%
|
|
|
121
|
Landmark Wealth Management (New York)
Melville,
New York
|
$4.45M
|
+$4.57M
|
+102,198
|
New
|
|
|
122
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$4.39M
|
+$334K
|
+7,478
|
+8%
|
|
|
123
|
OLIO Financial Planning
Mclean,
Virginia
|
$4.34M
|
+$396K
|
+8,846
|
+10%
|
|
|
124
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$4.31M
|
-$56.4K
|
-1,261
|
-1%
|
|
|
125
|
Saxon Interests
Houston,
Texas
|
$4.31M
|
+$4.43M
|
+98,978
|
New
|
|
