|
101
|
Frisco Financial Planning
Frisco,
Texas
|
$10.5M
|
+$10.6M
|
+217,375
|
New
|
|
|
102
|
Boston Family Office
Boston,
Massachusetts
|
$10.4M
|
+$597K
|
+12,226
|
+6%
|
|
|
103
|
SoFi Wealth
San Francisco,
California
|
$10.4M
|
+$891K
|
+18,239
|
+9%
|
|
|
104
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$10.2M
|
+$55.4K
|
+1,134
|
+0.5%
|
|
|
105
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$10.1M
|
+$736K
|
+15,065
|
+8%
|
|
|
106
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$9.61M
|
+$164K
|
+3,358
|
+2%
|
|
|
107
|
Truist Financial
Charlotte,
North Carolina
|
$9.58M
|
-$300K
|
-6,145
|
-3%
|
|
|
108
|
Advisory Services Network
Atlanta,
Georgia
|
$9.57M
|
+$343K
|
+7,029
|
+4%
|
|
|
109
|
Mayport LLC
Newton,
Massachusetts
|
$9.55M
|
+$2.27M
|
+46,415
|
+31%
|
|
|
110
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$9.28M
|
+$9.37M
|
+191,716
|
New
|
|
|
111
|
NKCFO LLC
Geneva,
Illinois
|
$9.03M
|
+$9.11M
|
+186,500
|
New
|
|
|
112
|
MGO One Seven
Beachwood,
Ohio
|
$9.03M
|
+$547K
|
+11,199
|
+6%
|
|
|
113
|
Allworth Financial
Folsom,
California
|
$9.01M
|
+$7.01M
|
+143,504
|
+343%
|
|
|
114
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$8.94M
|
-$7.28K
|
-149
|
-0.1%
|
|
|
115
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.76M
|
+$1.91M
|
+39,058
|
+28%
|
|
|
116
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$8.76M
|
+$1.2M
|
+24,653
|
+16%
|
|
|
117
|
Aurelius Family Office
Bedford,
New Hampshire
|
$8.65M
|
+$8.73M
|
+178,681
|
New
|
|
|
118
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$8.58M
|
+$193K
|
+3,954
|
+2%
|
|
|
119
|
Equitable Holdings
New York
|
$8.57M
|
+$466K
|
+9,531
|
+6%
|
|
|
120
|
North Star Investment Management
Chicago,
Illinois
|
$8.38M
|
-$159K
|
-3,252
|
-2%
|
|
|
121
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$8.38M
|
-$2.68M
|
-54,874
|
-24%
|
|
|
122
|
Colorado Capital Management
Boulder,
Colorado
|
$8.35M
|
+$317K
|
+6,479
|
+4%
|
|
|
123
|
MML Investors Services
Springfield,
Massachusetts
|
$8.26M
|
+$1.14M
|
+23,357
|
+16%
|
|
|
124
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$8.15M
|
+$49.5K
|
+1,013
|
+0.6%
|
|
|
125
|
Family CFO
Los Altos,
California
|
$8.04M
|
-$301K
|
-6,165
|
-4%
|
|
