|
101
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$6.56M
|
+$344K
|
+2,474
|
+6%
|
|
|
102
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.46M
|
-$107K
|
-772
|
-2%
|
|
|
103
|
Colorado Capital Management
Boulder,
Colorado
|
$6.41M
|
+$995K
|
+7,160
|
+19%
|
|
|
104
|
Mariner
Overland Park,
Kansas
|
$6.2M
|
-$51.6K
|
-371
|
-0.8%
|
|
|
105
|
Planning Directions
Glen Mills,
Pennsylvania
|
$6.1M
|
-$88.1K
|
-634
|
-1%
|
|
|
106
|
Veridan Wealth
West Linn,
Oregon
|
$6.05M
|
+$82.3K
|
+592
|
+1%
|
|
|
107
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$5.81M
|
-$1.24M
|
-8,906
|
-18%
|
|
|
108
|
Waystone Advisors
Redmond,
Washington
|
$5.73M
|
+$5.64M
|
+40,563
|
New
|
|
|
109
|
Atria Investments
Charlotte,
North Carolina
|
$5.69M
|
-$7.09K
|
-51
|
-0.1%
|
|
|
110
|
Resolute Advisors
San Francisco,
California
|
$5.66M
|
+$59.9K
|
+431
|
+1%
|
|
|
111
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$5.62M
|
-$2.89M
|
-20,771
|
-34%
|
|
|
112
|
Calton & Associates
Tampa,
Florida
|
$5.51M
|
-$1.49M
|
-10,751
|
-22%
|
|
|
113
|
MGO One Seven
Beachwood,
Ohio
|
$5.38M
|
-$565K
|
-4,066
|
-10%
|
|
|
114
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$5.33M
|
-$177K
|
-1,271
|
-3%
|
|
|
115
|
Centaurus Financial
Anaheim,
California
|
$5.29M
|
+$334K
|
+2,399
|
+7%
|
|
|
116
|
Mutual Advisors
Omaha,
Nebraska
|
$5.28M
|
-$29.9K
|
-215
|
-0.6%
|
|
|
117
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$5.22M
|
+$5.14M
|
+36,977
|
New
|
|
|
118
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.18M
|
-$104K
|
-747
|
-2%
|
|
|
119
|
Westwood Holdings Group
Dallas,
Texas
|
$5.15M
|
–
|
–
|
–
|
|
|
120
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.14M
|
-$934K
|
-6,718
|
-16%
|
|
|
121
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$5.11M
|
+$1.4M
|
+10,082
|
+39%
|
|
|
122
|
William Blair & Company
Chicago,
Illinois
|
$5.07M
|
+$1.9M
|
+13,670
|
+61%
|
|
|
123
|
Avant Capital
Lafayette,
Louisiana
|
$5.07M
|
+$96.8K
|
+696
|
+2%
|
|
|
124
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.01M
|
-$64.1K
|
-461
|
-1%
|
|
|
125
|
Wealthspire Advisors (New York)
New York
|
$4.96M
|
-$7.63M
|
-54,892
|
-61%
|
|
