|
126
|
Bayshore Asset Management
Coral Gables,
Florida
|
$6.5M
|
-$116K
|
-1,317
|
-2%
|
|
|
127
|
SFG Wealth Management
Towson,
Maryland
|
$6.42M
|
+$178K
|
+2,013
|
+3%
|
|
|
128
|
Vannoy Advisory Group
Austin,
Texas
|
$6.33M
|
–
|
–
|
–
|
|
|
129
|
Ariadne Wealth Management
Santa Barbara,
California
|
$6.19M
|
+$6.06M
|
+68,583
|
New
|
|
|
130
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.16M
|
-$25K
|
-283
|
-0.4%
|
|
|
131
|
Meredith Wealth Planning
Maryville,
Illinois
|
$6.08M
|
+$263K
|
+2,975
|
+5%
|
|
|
132
|
Simplicity Wealth
Summit,
New Jersey
|
$6.06M
|
+$5.39M
|
+60,964
|
+986%
|
|
|
133
|
Versant Capital Management
Phoenix,
Arizona
|
$5.93M
|
-$33K
|
-374
|
-0.6%
|
|
|
134
|
True Wealth Design
Akron,
Ohio
|
$5.92M
|
-$110K
|
-1,244
|
-2%
|
|
|
135
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$5.88M
|
+$392K
|
+4,439
|
+7%
|
|
|
136
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$5.77M
|
+$3.68M
|
+41,657
|
+187%
|
|
|
137
|
Financial Symmetry
Raleigh,
North Carolina
|
$5.7M
|
-$47.4K
|
-537
|
-0.8%
|
|
|
138
|
Private Advisor Group
Morristown,
New Jersey
|
$5.42M
|
-$859K
|
-9,718
|
-14%
|
|
|
139
|
Summit X LLC
Chesterfield,
Missouri
|
$5.36M
|
+$2.04M
|
+23,034
|
+64%
|
|
|
140
|
Capital Group Private Client Services
Los Angeles,
California
|
$5.1M
|
+$16.4K
|
+186
|
+0.3%
|
|
|
141
|
Financial Engines Advisors
Santa Clara,
California
|
$5.01M
|
-$14.9K
|
-169
|
-0.3%
|
|
|
142
|
Knightsbridge Asset Management
Newport Beach,
California
|
$4.97M
|
+$4.87M
|
+55,130
|
New
|
|
|
143
|
Summit Wealth Partners
Orlando,
Florida
|
$4.91M
|
+$3.71M
|
+42,023
|
+339%
|
|
|
144
|
Morling Financial Advisors
Fremont,
California
|
$4.89M
|
-$11K
|
-125
|
-0.2%
|
|
|
145
|
Guild Investment Management
Los Angeles,
California
|
$4.82M
|
+$4.72M
|
+53,440
|
New
|
|
|
146
|
SOL Capital Management
Rockville,
Maryland
|
$4.8M
|
+$40.3K
|
+456
|
+0.9%
|
|
|
147
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$4.64M
|
+$574K
|
+6,492
|
+14%
|
|
|
148
|
MN Wealth Advisors
Overland Park,
Kansas
|
$4.59M
|
+$185K
|
+2,099
|
+4%
|
|
|
149
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.54M
|
+$270K
|
+3,060
|
+6%
|
|
|
150
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.51M
|
-$162K
|
-1,831
|
-4%
|
|
