|
1001
|
WR Wealth Planners
Columbia,
Missouri
|
$10M
|
+$9.88M
|
+22,197
|
New
|
|
|
1002
|
EWG Elevate
Roseville,
California
|
$9.97M
|
+$4.59M
|
+10,320
|
+88%
|
|
|
1003
|
Latitude Advisors
Vero Beach,
Florida
|
$9.96M
|
-$29.7M
|
-66,673
|
-75%
|
|
|
1004
|
Linscomb Wealth
Houston,
Texas
|
$9.95M
|
-$119K
|
-267
|
-1%
|
|
|
1005
|
Bridgeworth
Birmingham,
Alabama
|
$9.93M
|
-$1.32M
|
-2,973
|
-12%
|
|
|
1006
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$9.93M
|
+$1.36M
|
+3,047
|
+16%
|
|
|
1007
|
Boxwood Ventures
Chicago,
Illinois
|
$9.89M
|
–
|
–
|
–
|
|
|
1008
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$9.89M
|
-$418K
|
-940
|
-4%
|
|
|
1009
|
West Branch Capital
Amherst,
Massachusetts
|
$9.86M
|
-$121K
|
-271
|
-1%
|
|
|
1010
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.83M
|
-$1.5M
|
-3,371
|
-13%
|
|
|
1011
|
Gries Financial
Cleveland,
Ohio
|
$9.82M
|
-$29.8K
|
-67
|
-0.3%
|
|
|
1012
|
Clearstead Advisors
Cleveland,
Ohio
|
$9.81M
|
+$2.3M
|
+5,164
|
+31%
|
|
|
1013
|
Capital International Investors
Los Angeles,
California
|
$9.79M
|
-$4.23M
|
-9,490
|
-31%
|
|
|
1014
|
Burleson & Co
Petaluma,
California
|
$9.74M
|
-$1.49M
|
-3,349
|
-13%
|
|
|
1015
|
GenWealth Group
Maplewood,
New Jersey
|
$9.74M
|
-$135K
|
-303
|
-1%
|
|
|
1016
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$9.7M
|
-$294K
|
-660
|
-3%
|
|
|
1017
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$9.68M
|
-$150K
|
-336
|
-2%
|
|
|
1018
|
Financial Partners Capital Management
New York
|
$9.59M
|
+$388K
|
+871
|
+4%
|
|
|
1019
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$9.57M
|
-$5.32M
|
-11,957
|
-36%
|
|
|
1020
|
Good Life Advisors
Reading,
Pennsylvania
|
$9.56M
|
-$598K
|
-1,344
|
-6%
|
|
|
1021
|
|
$9.56M
|
-$247K
|
-554
|
-3%
|
|
|
1022
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$9.53M
|
+$35.6K
|
+80
|
+0.4%
|
|
|
1023
|
Mizuho Securities USA
New York
|
$9.52M
|
-$317M
|
-712,700
|
-97%
|
|
|
1024
|
Cornerstone Advisors
Asheville,
North Carolina
|
$9.48M
|
–
|
–
|
–
|
|
|
1025
|
SouthState Corp
Winter Haven,
Florida
|
$9.47M
|
-$305K
|
-684
|
-3%
|
|
