|
101
|
Retirement Capital Strategies
San Jose,
California
|
$778K
|
+$784K
|
+9,060
|
New
|
|
|
102
|
Falcon Wealth Planning
Ontario,
California
|
$774K
|
-$56K
|
-647
|
-7%
|
|
|
103
|
Commerce Bank
Kansas City,
Missouri
|
$764K
|
–
|
–
|
–
|
|
|
104
|
World Investment Advisors
Santa Barbara,
California
|
$749K
|
+$286K
|
+3,312
|
+61%
|
|
|
105
|
LexAurum Advisors
Overland Park,
Kansas
|
$723K
|
+$22.7K
|
+262
|
+3%
|
|
|
106
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$719K
|
+$1.12K
|
+13
|
+0.2%
|
|
|
107
|
HTLF Bank
Denver,
Colorado
|
$709K
|
–
|
–
|
–
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$701K
|
+$204K
|
+2,360
|
+41%
|
|
|
109
|
Vicus Capital
State College,
Pennsylvania
|
$673K
|
+$16.8K
|
+194
|
+3%
|
|
|
110
|
Avantax Advisory Services
Dallas,
Texas
|
$671K
|
+$296K
|
+3,424
|
+78%
|
|
|
111
|
Prism Advisors
Studio City,
California
|
$662K
|
-$3.29K
|
-38
|
-0.5%
|
|
|
112
|
Westfuller Advisors
New York
|
$661K
|
+$605
|
+7
|
+0.1%
|
|
|
113
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$661K
|
-$141K
|
-1,627
|
-17%
|
|
|
114
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$648K
|
-$31.1K
|
-359
|
-5%
|
|
|
115
|
Rossby Financial
Melbourne,
Florida
|
$644K
|
+$649K
|
+7,505
|
New
|
|
|
116
|
GeoWealth Management
Chicago,
Illinois
|
$623K
|
+$628K
|
+7,260
|
New
|
|
|
117
|
Maia Wealth
Denver,
Colorado
|
$596K
|
+$75.7K
|
+875
|
+15%
|
|
|
118
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$582K
|
+$586K
|
+6,777
|
New
|
|
|
119
|
Avantax Planning Partners
Dubuque,
Iowa
|
$578K
|
-$41.8K
|
-483
|
-7%
|
|
|
120
|
Redwood Financial Network
Solon,
Ohio
|
$573K
|
-$317K
|
-3,669
|
-35%
|
|
|
121
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$567K
|
-$49K
|
-567
|
-8%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$565K
|
-$58.2K
|
-673
|
-9%
|
|
|
123
|
Private Wealth Management Group
Princeton,
New Jersey
|
$542K
|
-$12.5K
|
-145
|
-2%
|
|
|
124
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$538K
|
-$5.19K
|
-60
|
-0.9%
|
|
|
125
|
Montis Financial
Waltham,
Massachusetts
|
$522K
|
+$526K
|
+6,077
|
New
|
|
