|
226
|
XY Planning Network
Bozeman,
Montana
|
$5.3M
|
+$2.23M
|
+18,068
|
+78%
|
|
|
227
|
True Wealth Design
Akron,
Ohio
|
$5.21M
|
-$316K
|
-2,563
|
-6%
|
|
|
228
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$5.17M
|
+$173K
|
+1,408
|
+4%
|
|
|
229
|
BLVD Private Wealth
Prospect,
Kentucky
|
$5.04M
|
-$107K
|
-868
|
-2%
|
|
|
230
|
Savvy Advisors Inc
New York
|
$4.75M
|
+$1.48M
|
+12,028
|
+48%
|
|
|
231
|
Summit Wealth Partners
Orlando,
Florida
|
$4.73M
|
-$694K
|
-5,631
|
-13%
|
|
|
232
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.63M
|
+$419K
|
+3,399
|
+10%
|
|
|
233
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.59M
|
+$64.6K
|
+524
|
+1%
|
|
|
234
|
KWB Wealth
Redlands,
California
|
$4.56M
|
-$245K
|
-1,986
|
-5%
|
|
|
235
|
Ruedi Wealth Management
Champaign,
Illinois
|
$4.53M
|
-$27.2K
|
-221
|
-0.6%
|
|
|
236
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$4.52M
|
+$1.38M
|
+11,226
|
+47%
|
|
|
237
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$4.39M
|
+$2.25M
|
+18,293
|
+115%
|
|
|
238
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.37M
|
+$715K
|
+5,807
|
+20%
|
|
|
239
|
UMB Bank
Kansas City,
Missouri
|
$4.31M
|
+$119K
|
+965
|
+3%
|
|
|
240
|
Tudor Investment Corp
Stamford,
Connecticut
|
$4.27M
|
+$2.64M
|
+21,456
|
+180%
|
|
|
241
|
Triune Financial Partners
Overland Park,
Kansas
|
$4.09M
|
-$78.1K
|
-634
|
-2%
|
|
|
242
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.03M
|
+$971K
|
+7,881
|
+33%
|
|
|
243
|
Ares Financial Consulting
Calabasas,
California
|
$4.02M
|
-$357K
|
-2,899
|
-8%
|
|
|
244
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.93M
|
–
|
–
|
–
|
|
|
245
|
SageView Advisory Group
Newport Beach,
California
|
$3.93M
|
-$3.45K
|
-28
|
-0.1%
|
|
|
246
|
Forum Financial Management
Lombard,
Illinois
|
$3.87M
|
-$62K
|
-503
|
-2%
|
|
|
247
|
Global Retirement Partners
San Rafael,
California
|
$3.84M
|
+$3.7M
|
+30,006
|
New
|
|
|
248
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$3.84M
|
+$288K
|
+2,334
|
+8%
|
|
|
249
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.81M
|
+$5.05K
|
+41
|
+0.1%
|
|
|
250
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$3.8M
|
-$2.96K
|
-24
|
-0.1%
|
|
