|
101
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$12.6M
|
+$511K
|
+8,895
|
+4%
|
|
|
102
|
WBH Advisory
Baltimore,
Maryland
|
$12.1M
|
-$59K
|
-1,027
|
-0.5%
|
|
|
103
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.1M
|
+$32.9K
|
+573
|
+0.3%
|
|
|
104
|
TPG Financial Advisors
Portland,
Oregon
|
$11.9M
|
+$1.57M
|
+27,392
|
+15%
|
|
|
105
|
Waller Financial Planning Group
Columbus,
Ohio
|
$11.5M
|
-$27.6M
|
-481,323
|
-71%
|
|
|
106
|
WrapManager Inc
Mill Valley,
California
|
$11.3M
|
-$319K
|
-5,551
|
-3%
|
|
|
107
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$11.1M
|
+$682K
|
+11,873
|
+7%
|
|
|
108
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$11.1M
|
+$5.11M
|
+89,016
|
+86%
|
|
|
109
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$451K
|
+7,857
|
+4%
|
|
|
110
|
AQR Capital Management
Greenwich,
Connecticut
|
$10.8M
|
+$933K
|
+16,235
|
+10%
|
|
|
111
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$10.8M
|
-$146K
|
-2,539
|
-1%
|
|
|
112
|
PSI Advisors
Tampa,
Florida
|
$10.8M
|
-$649K
|
-11,292
|
-6%
|
|
|
113
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.7M
|
+$263K
|
+4,587
|
+3%
|
|
|
114
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.6M
|
-$181K
|
-3,154
|
-2%
|
|
|
115
|
Western Wealth Management
Golden,
Colorado
|
$10.5M
|
-$479K
|
-8,335
|
-4%
|
|
|
116
|
Zhang Financial
Portage,
Michigan
|
$10.2M
|
+$183K
|
+3,179
|
+2%
|
|
|
117
|
FF Advisors
Manhattan Beach,
California
|
$10.1M
|
+$1.02M
|
+17,748
|
+11%
|
|
|
118
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$10.1M
|
+$167K
|
+2,901
|
+2%
|
|
|
119
|
Austin Private Wealth
Austin,
Texas
|
$10M
|
+$604K
|
+10,510
|
+6%
|
|
|
120
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$9.97M
|
+$126K
|
+2,199
|
+1%
|
|
|
121
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$9.86M
|
-$568K
|
-9,891
|
-5%
|
|
|
122
|
CGN Advisors
Manhattan,
Kansas
|
$9.84M
|
-$43.7K
|
-761
|
-0.4%
|
|
|
123
|
Windsor Capital Management
Phoenix,
Arizona
|
$9.71M
|
-$276K
|
-4,804
|
-3%
|
|
|
124
|
XY Planning Network
Bozeman,
Montana
|
$9.69M
|
+$4.86M
|
+84,684
|
+103%
|
|
|
125
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.47M
|
+$73.2K
|
+1,275
|
+0.8%
|
|
