|
151
|
Wheels Up Wealth
Benicia,
California
|
$12.6M
|
-$385K
|
-3,129
|
-3%
|
|
|
152
|
Financial Engines Advisors
Santa Clara,
California
|
$12.6M
|
+$5.31M
|
+43,103
|
+78%
|
|
|
153
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.3M
|
+$2.41M
|
+19,561
|
+25%
|
|
|
154
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.2M
|
+$353K
|
+2,865
|
+3%
|
|
|
155
|
HUB Investment Partners
Austin,
Texas
|
$12.2M
|
+$285K
|
+2,316
|
+3%
|
|
|
156
|
Annandale Capital
Dallas,
Texas
|
$12.1M
|
–
|
–
|
–
|
|
|
157
|
Outbound Financial Inc
Boulder,
Colorado
|
$11.2M
|
-$37.5K
|
-304
|
-0.3%
|
|
|
158
|
Lantern Wealth Advisors
Melville,
New York
|
$11.1M
|
+$479K
|
+3,890
|
+5%
|
|
|
159
|
Atlas Wealth
Cincinnati,
Ohio
|
$11M
|
+$473K
|
+3,841
|
+5%
|
|
|
160
|
Parkshore Wealth Management
Granite Bay,
California
|
$11M
|
+$53.8K
|
+437
|
+0.5%
|
|
|
161
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$10.6M
|
+$405K
|
+3,288
|
+4%
|
|
|
162
|
Financial Symmetry
Raleigh,
North Carolina
|
$10.5M
|
-$11.3K
|
-92
|
-0.1%
|
|
|
163
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$10.5M
|
+$1.95M
|
+15,845
|
+24%
|
|
|
164
|
Endeavor Private Wealth
Topeka,
Kansas
|
$10.4M
|
+$1.37M
|
+11,105
|
+16%
|
|
|
165
|
|
$10.4M
|
-$363K
|
-2,947
|
-3%
|
|
|
166
|
Cloud Capital Management
Seattle,
Washington
|
$10.3M
|
+$35.7K
|
+290
|
+0.4%
|
|
|
167
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$163K
|
-1,325
|
-2%
|
|
|
168
|
LRI Investments
Palm Beach Gardens,
Florida
|
$10.2M
|
–
|
–
|
–
|
|
|
169
|
Bayshore Asset Management
Coral Gables,
Florida
|
$10.1M
|
+$113K
|
+917
|
+1%
|
|
|
170
|
Ausdal Financial Partners
Davenport,
Iowa
|
$10M
|
+$216K
|
+1,754
|
+2%
|
|
|
171
|
Sollinda Capital Management
Miami,
Florida
|
$9.99M
|
+$177K
|
+1,434
|
+2%
|
|
|
172
|
VestGen Advisors
Inverness,
Illinois
|
$9.93M
|
+$1.77M
|
+14,384
|
+23%
|
|
|
173
|
IHT Wealth Management
Chicago,
Illinois
|
$9.86M
|
-$200K
|
-1,621
|
-2%
|
|
|
174
|
Perigon Wealth Management
San Francisco,
California
|
$9.79M
|
-$83.3K
|
-676
|
-0.9%
|
|
|
175
|
Lane Brothers & Co
Prescott,
Arizona
|
$9.7M
|
+$4.19M
|
+34,037
|
+82%
|
|
