|
101
|
Personal Capital Advisors
Redwood City,
California
|
$12.5M
|
-$1M
|
-20,001
|
-7%
|
|
|
102
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$12.2M
|
+$3.48M
|
+69,397
|
+40%
|
|
|
103
|
Foster & Motley
Cincinnati,
Ohio
|
$11.7M
|
-$2.49M
|
-49,754
|
-17%
|
|
|
104
|
Newton One Investments
Newark,
Delaware
|
$11.7M
|
+$10M
|
+199,487
|
+574%
|
|
|
105
|
Rockefeller Capital Management
New York
|
$11.6M
|
+$2.17M
|
+43,373
|
+23%
|
|
|
106
|
HighTower Advisors
Chicago,
Illinois
|
$11.5M
|
-$10.6M
|
-212,112
|
-48%
|
|
|
107
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.5M
|
+$11.3M
|
+225,807
|
+5,283%
|
|
|
108
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$11.4M
|
+$7.71M
|
+153,757
|
+207%
|
|
|
109
|
Atria Wealth Solutions
New York
|
$11.3M
|
-$394K
|
-7,852
|
-3%
|
|
|
110
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.1M
|
-$15.5M
|
-309,471
|
-58%
|
|
|
111
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$10.9M
|
+$10.9M
|
+217,853
|
New
|
|
|
112
|
KilterHowling LLC
Boulder,
Colorado
|
$10.8M
|
+$9.65M
|
+192,558
|
+839%
|
|
|
113
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$10.7M
|
-$15M
|
-300,126
|
-58%
|
|
|
114
|
Perigon Wealth Management
San Francisco,
California
|
$10.4M
|
+$9.01M
|
+179,800
|
+611%
|
|
|
115
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$10.4M
|
-$12.8M
|
-256,213
|
-55%
|
|
|
116
|
PDS Planning
Dublin,
Ohio
|
$10.2M
|
+$8.18M
|
+163,275
|
+388%
|
|
|
117
|
Veritable
Wilmington,
Delaware
|
$10.2M
|
-$3.19M
|
-63,700
|
-24%
|
|
|
118
|
Silver Oak Advisory Group
Portland,
Oregon
|
$9.7M
|
+$172K
|
+3,439
|
+2%
|
|
|
119
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.7M
|
+$9.39M
|
+187,279
|
+2,701%
|
|
|
120
|
IFP Advisors
Tampa,
Florida
|
$9.6M
|
–
|
–
|
–
|
|
|
121
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$9.56M
|
+$9.6M
|
+191,558
|
New
|
|
|
122
|
Regis Management Company
Menlo Park,
California
|
$9.54M
|
–
|
–
|
–
|
|
|
123
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$9.53M
|
+$95.7K
|
+1,910
|
+1%
|
|
|
124
|
Simon Quick Advisors
Morristown,
New Jersey
|
$9.51M
|
+$2.11M
|
+42,148
|
+29%
|
|
|
125
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$9.29M
|
+$4.66M
|
+92,894
|
+100%
|
|
