|
101
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$13.8M
|
-$2.18M
|
-44,508
|
-14%
|
|
|
102
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$13.7M
|
+$908K
|
+18,538
|
+7%
|
|
|
103
|
SOA Wealth Advisors
New York
|
$13.7M
|
-$32.3K
|
-659
|
-0.2%
|
|
|
104
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$13.5M
|
+$506K
|
+10,322
|
+4%
|
|
|
105
|
Flatrock Wealth Partners
Newport Beach,
California
|
$13.2M
|
+$2.27M
|
+46,374
|
+21%
|
|
|
106
|
Collective Family Office
York,
Pennsylvania
|
$13.2M
|
+$256K
|
+5,228
|
+2%
|
|
|
107
|
Aspiriant LLC
Los Angeles,
California
|
$13.1M
|
+$508K
|
+10,380
|
+4%
|
|
|
108
|
Visionary Horizons
Knoxville,
Tennessee
|
$12.9M
|
+$2.81M
|
+57,371
|
+28%
|
|
|
109
|
KRM Wealth Management
Reno,
Nevada
|
$12.6M
|
+$58.1K
|
+1,187
|
+0.5%
|
|
|
110
|
Rockefeller Capital Management
New York
|
$12.1M
|
+$400K
|
+8,169
|
+3%
|
|
|
111
|
Your Advocates Ltd
Houston,
Texas
|
$12.1M
|
+$291K
|
+5,947
|
+2%
|
|
|
112
|
1900 Wealth Management
San Antonio,
Texas
|
$11.9M
|
–
|
–
|
–
|
|
|
113
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$11.9M
|
+$11.9M
|
+242,839
|
New
|
|
|
114
|
Financial Consulate
Hunt Valley,
Maryland
|
$11.8M
|
+$343K
|
+7,009
|
+3%
|
|
|
115
|
J.E. Simmons & Co
Dallas,
Texas
|
$11.5M
|
-$1.09M
|
-22,296
|
-9%
|
|
|
116
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.4M
|
+$1.22M
|
+24,959
|
+12%
|
|
|
117
|
Principal Securities
Des Moines,
Iowa
|
$11.2M
|
+$2.09M
|
+42,596
|
+23%
|
|
|
118
|
Bruce G. Allen Investments
Denver,
Colorado
|
$10.9M
|
-$328K
|
-6,688
|
-3%
|
|
|
119
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.9M
|
-$503K
|
-10,277
|
-4%
|
|
|
120
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.8M
|
+$4.22M
|
+86,111
|
+64%
|
|
|
121
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.6M
|
-$624K
|
-12,733
|
-6%
|
|
|
122
|
Access Financial Services
Minneapolis,
Minnesota
|
$10.6M
|
+$5.51M
|
+112,476
|
+108%
|
|
|
123
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$10.6M
|
+$6.22M
|
+126,903
|
+144%
|
|
|
124
|
Oppenheimer & Co
New York
|
$10.5M
|
+$1.17M
|
+23,791
|
+12%
|
|
|
125
|
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
|
$10.5M
|
+$10.5M
|
+214,000
|
New
|
|
