|
201
|
Oath Planning
Tulsa,
Oklahoma
|
$4.89M
|
+$4.72M
|
+52,025
|
New
|
|
|
202
|
Kestra Advisory Services
Austin,
Texas
|
$4.84M
|
+$147K
|
+1,624
|
+3%
|
|
|
203
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.83M
|
-$363
|
-4
|
-0%
|
|
|
204
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.83M
|
-$84K
|
-926
|
-2%
|
|
|
205
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.71M
|
+$4.17K
|
+46
|
+0.1%
|
|
|
206
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.56M
|
+$416K
|
+4,584
|
+10%
|
|
|
207
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.42M
|
+$3.27M
|
+36,064
|
+329%
|
|
|
208
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$4.37M
|
+$4.22M
|
+46,499
|
New
|
|
|
209
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$4.35M
|
+$1.75M
|
+19,324
|
+72%
|
|
|
210
|
Ariadne Wealth Management
Santa Barbara,
California
|
$4.34M
|
+$2.32M
|
+25,565
|
+172%
|
|
|
211
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.32M
|
-$198K
|
-2,186
|
-5%
|
|
|
212
|
Tortoise Investment Management
White Plains,
New York
|
$4.28M
|
-$68.8K
|
-758
|
-2%
|
|
|
213
|
Harbor Group
Bedford,
New Hampshire
|
$4.27M
|
+$953K
|
+10,500
|
+30%
|
|
|
214
|
Haven Private
Orlando,
Florida
|
$4.23M
|
+$9.07K
|
+100
|
+0.2%
|
|
|
215
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.21M
|
+$40.1K
|
+442
|
+1%
|
|
|
216
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.08M
|
+$3.93M
|
+43,371
|
New
|
|
|
217
|
Waterfront Wealth
Overland Park,
Kansas
|
$4M
|
+$105K
|
+1,161
|
+3%
|
|
|
218
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.97M
|
+$316K
|
+3,479
|
+9%
|
|
|
219
|
Victory Financial Group
Austin,
Texas
|
$3.8M
|
+$1.93M
|
+21,238
|
+111%
|
|
|
220
|
Prospect Financial Group
Arlington,
Virginia
|
$3.8M
|
-$17.3K
|
-191
|
-0.5%
|
|
|
221
|
Cascade Financial Partners
San Diego,
California
|
$3.78M
|
+$344K
|
+3,791
|
+10%
|
|
|
222
|
Advisory Services Network
Atlanta,
Georgia
|
$3.74M
|
+$164K
|
+1,807
|
+5%
|
|
|
223
|
Bristlecone Value Partners
Los Angeles,
California
|
$3.74M
|
+$3.61M
|
+39,794
|
New
|
|
|
224
|
IHT Wealth Management
Chicago,
Illinois
|
$3.74M
|
+$15.7K
|
+173
|
+0.4%
|
|
|
225
|
WealthShield Partners
Cary,
North Carolina
|
$3.71M
|
+$258K
|
+2,842
|
+8%
|
|
