|
101
|
Atria Investments
Charlotte,
North Carolina
|
$5.87M
|
+$4.2M
|
+110,745
|
+339%
|
|
|
102
|
Stifel Financial
St. Louis,
Missouri
|
$5.78M
|
-$81.7K
|
-2,155
|
-2%
|
|
|
103
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$5.75M
|
-$502K
|
-13,250
|
-9%
|
|
|
104
|
William Blair & Company
Chicago,
Illinois
|
$5.63M
|
-$542K
|
-14,300
|
-9%
|
|
|
105
|
Stone Asset Management
Austin,
Texas
|
$5.5M
|
-$3.1M
|
-81,745
|
-38%
|
|
|
106
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$5.19M
|
+$3.05M
|
+80,495
|
+173%
|
|
|
107
|
Capital Planning
Bellevue,
Washington
|
$5.16M
|
+$401K
|
+10,580
|
+9%
|
|
|
108
|
Resolute Advisors
San Francisco,
California
|
$5.08M
|
-$30.1K
|
-795
|
-0.6%
|
|
|
109
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$4.53M
|
+$4.22M
|
+111,375
|
New
|
|
|
110
|
Wealthfront Advisers
Palo Alto,
California
|
$4.5M
|
-$150K
|
-3,960
|
-3%
|
|
|
111
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.48M
|
-$281K
|
-7,415
|
-6%
|
|
|
112
|
SageView Advisory Group
Newport Beach,
California
|
$4.46M
|
+$3.98K
|
+105
|
+0.1%
|
|
|
113
|
9258 Wealth Management
Blue Ash,
Ohio
|
$4.3M
|
-$47.4K
|
-1,250
|
-1%
|
|
|
114
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$4.12M
|
-$500K
|
-13,185
|
-11%
|
|
|
115
|
Falcon Wealth Planning
Ontario,
California
|
$4.07M
|
-$69.7K
|
-1,840
|
-2%
|
|
|
116
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$3.98M
|
-$15.2K
|
-400
|
-0.4%
|
|
|
117
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$3.93M
|
-$70.7K
|
-1,865
|
-2%
|
|
|
118
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.86M
|
+$29.2K
|
+770
|
+0.8%
|
|
|
119
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.84M
|
+$118K
|
+3,120
|
+3%
|
|
|
120
|
Kestra Advisory Services
Austin,
Texas
|
$3.77M
|
-$708K
|
-18,680
|
-17%
|
|
|
121
|
Joel Isaacson & Co
New York
|
$3.7M
|
+$399K
|
+10,525
|
+13%
|
|
|
122
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$3.69M
|
+$11.6K
|
+305
|
+0.3%
|
|
|
123
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.58M
|
-$390K
|
-10,300
|
-11%
|
|
|
124
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3.56M
|
-$20.3K
|
-535
|
-0.6%
|
|
|
125
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.41M
|
+$2.43M
|
+64,055
|
+330%
|
|
