|
126
|
Diversify Advisory Services
Sandy,
Utah
|
US$ 824 mil
|
+US$ 840 mil
|
+15.429
|
Nova
|
|
|
127
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$ 821 mil
|
-US$ 76,5 mil
|
-1.406
|
-9%
|
|
|
128
|
Aurelius Family Office
Bedford,
New Hampshire
|
US$ 818 mil
|
-US$ 3,48 mil
|
-64
|
-0,4%
|
|
|
129
|
Private Advisor Group
Morristown,
New Jersey
|
US$ 751 mil
|
-US$ 467 mil
|
-8.586
|
-38%
|
|
|
130
|
Donalies Financial Planning
Washington,
District of Columbia
|
US$ 711 mil
|
+US$ 115 mil
|
+2.104
|
+19%
|
|
|
131
|
Holistic Planning
Nacogdoches,
Texas
|
US$ 686 mil
|
+US$ 246 mil
|
+4.524
|
+56%
|
|
|
132
|
Daner Wealth Management
Alpharetta,
Georgia
|
US$ 651 mil
|
+US$ 76,4 mil
|
+1.404
|
+13%
|
|
|
133
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$ 631 mil
|
-US$ 1,16 mi
|
-21.260
|
-65%
|
|
|
134
|
Mercer Global Advisors
Denver,
Colorado
|
US$ 607 mil
|
+US$ 171 mil
|
+3.138
|
+39%
|
|
|
135
|
Choreo LLC
Rockford,
Illinois
|
US$ 588 mil
|
-US$ 12,7 mil
|
-233
|
-2%
|
|
|
136
|
Optimus Capital Advisors
Coppel,
Texas
|
US$ 550 mil
|
-US$ 5,17 mil
|
-95
|
-0,9%
|
|
|
137
|
SEI Investments
Oaks,
Pennsylvania
|
US$ 522 mil
|
+US$ 59,8 mil
|
+1.099
|
+13%
|
|
|
138
|
First Financial Group
Raleigh,
North Carolina
|
US$ 514 mil
|
+US$ 115 mil
|
+2.120
|
+29%
|
|
|
139
|
Plancorp LLC
Saint Louis,
Missouri
|
US$ 509 mil
|
+US$ 5,82 mil
|
+107
|
+1%
|
|
|
140
|
SwitchPoint Financial Planning
Lehi,
Utah
|
US$ 484 mil
|
+US$ 220 mil
|
+4.046
|
+84%
|
|
|
141
|
Nuveen
Charlotte,
North Carolina
|
US$ 449 mil
|
+US$ 448 mil
|
+8.237
|
Nova
|
|
|
142
|
Summit Wealth Group
White River Junction,
Vermont
|
US$ 436 mil
|
+US$ 436 mil
|
+8.009
|
Nova
|
|
|
143
|
Savvy Advisors Inc
New York
|
US$ 405 mil
|
+US$ 18,1 mil
|
+333
|
+5%
|
|
|
144
|
Bessemer Group
Woodbridge,
New Jersey
|
US$ 400 mil
|
+US$ 400 mil
|
+7.343
|
Nova
|
|
|
145
|
Pandowealth
Peachtree City,
Georgia
|
US$ 399 mil
|
-US$ 8,54 mi
|
-156.913
|
-96%
|
|
|
146
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 377 mil
|
+US$ 110 mil
|
+2.022
|
+41%
|
|
|
147
|
Spinnaker Investment Group
Newport Beach,
California
|
US$ 370 mil
|
+US$ 370 mil
|
+6.790
|
Nova
|
|
|
148
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
US$ 363 mil
|
+US$ 4,08 mil
|
+75
|
+1%
|
|
|
149
|
Angeles Wealth Management
Santa Monica,
California
|
US$ 359 mil
|
+US$ 359 mil
|
+6.588
|
Nova
|
|
|
150
|
Stratos Wealth Partners
Beachwood,
Ohio
|
US$ 322 mil
|
+US$ 95 mil
|
+1.745
|
+42%
|
|
