|
126
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.14M
|
+$505K
|
+5,982
|
+10%
|
|
|
127
|
UBS Group
Zurich,
Switzerland
|
$6.09M
|
-$433K
|
-5,126
|
-7%
|
|
|
128
|
True Wealth Design
Akron,
Ohio
|
$5.98M
|
-$298K
|
-3,527
|
-5%
|
|
|
129
|
Versant Capital Management
Phoenix,
Arizona
|
$5.92M
|
-$2.45K
|
-29
|
-0%
|
|
|
130
|
Meredith Wealth Planning
Maryville,
Illinois
|
$5.76M
|
+$134K
|
+1,583
|
+3%
|
|
|
131
|
Financial Symmetry
Raleigh,
North Carolina
|
$5.71M
|
-$2.96K
|
-35
|
-0.1%
|
|
|
132
|
Annandale Capital
Dallas,
Texas
|
$5.7M
|
+$2.07M
|
+24,532
|
+63%
|
|
|
133
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.47M
|
-$568K
|
-6,725
|
-10%
|
|
|
134
|
Farther Finance Advisors
San Francisco,
California
|
$5.41M
|
+$87.2K
|
+1,032
|
+2%
|
|
|
135
|
Forum Financial Management
Lombard,
Illinois
|
$5.33M
|
-$564K
|
-6,676
|
-10%
|
|
|
136
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$5.08M
|
+$456K
|
+5,398
|
+10%
|
|
|
137
|
Capital Group Private Client Services
Los Angeles,
California
|
$5.04M
|
+$14K
|
+166
|
+0.3%
|
|
|
138
|
Financial Engines Advisors
Santa Clara,
California
|
$4.98M
|
+$4.7M
|
+55,667
|
New
|
|
|
139
|
ML&R Wealth Management
Austin,
Texas
|
$4.91M
|
-$2.58M
|
-30,606
|
-36%
|
|
|
140
|
Morling Financial Advisors
Fremont,
California
|
$4.86M
|
-$46.6K
|
-552
|
-1%
|
|
|
141
|
HB Wealth Management
Atlanta,
Georgia
|
$4.81M
|
-$97.5K
|
-1,155
|
-2%
|
|
|
142
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$4.73M
|
–
|
–
|
–
|
|
|
143
|
SOL Capital Management
Rockville,
Maryland
|
$4.72M
|
-$721K
|
-8,535
|
-14%
|
|
|
144
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.64M
|
-$244K
|
-2,887
|
-5%
|
|
|
145
|
L & S Advisors
Los Angeles,
California
|
$4.51M
|
-$26.9K
|
-319
|
-0.6%
|
|
|
146
|
MN Wealth Advisors
Overland Park,
Kansas
|
$4.37M
|
+$27.4K
|
+325
|
+0.7%
|
|
|
147
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.23M
|
+$218K
|
+2,585
|
+6%
|
|
|
148
|
Castle Wealth Management
West Palm Beach,
Florida
|
$4.17M
|
-$62.4K
|
-739
|
-2%
|
|
|
149
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.11M
|
+$2.04M
|
+24,147
|
+111%
|
|
|
150
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$4.03M
|
+$213K
|
+2,525
|
+6%
|
|
