|
201
|
Stokes Family Office
New Orleans,
Louisiana
|
$9.32M
|
-$640K
|
-6,813
|
-6%
|
|
|
202
|
Bowman & Company
Oshkosh,
Wisconsin
|
$9.26M
|
+$9.98M
|
+106,191
|
New
|
|
|
203
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.25M
|
-$279K
|
-2,967
|
-3%
|
|
|
204
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.25M
|
-$279K
|
-2,967
|
-3%
|
|
|
205
|
Austin Asset Management
Austin,
Texas
|
$9.22M
|
-$659K
|
-7,018
|
-6%
|
|
|
206
|
Private Wealth Management Group
Princeton,
New Jersey
|
$9.17M
|
+$1.71M
|
+18,167
|
+21%
|
|
|
207
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$9.1M
|
+$2.5M
|
+26,597
|
+34%
|
|
|
208
|
EP Wealth Advisors
Torrance,
California
|
$9.05M
|
-$485K
|
-5,164
|
-5%
|
|
|
209
|
Ancora Advisors
Cleveland,
Ohio
|
$9M
|
+$1.57M
|
+16,674
|
+19%
|
|
|
210
|
Planned Solutions
Folsom,
California
|
$8.98M
|
+$232K
|
+2,471
|
+2%
|
|
|
211
|
Regimen Wealth
Atlanta,
Georgia
|
$8.93M
|
+$226K
|
+2,403
|
+2%
|
|
|
212
|
Silver Oak Securities
Jackson,
Tennessee
|
$8.88M
|
+$273K
|
+2,909
|
+3%
|
|
|
213
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$8.85M
|
+$1.36M
|
+14,504
|
+17%
|
|
|
214
|
Midwest Financial Group
Overland Park,
Kansas
|
$8.85M
|
+$750K
|
+7,981
|
+9%
|
|
|
215
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.77M
|
-$695K
|
-7,394
|
-7%
|
|
|
216
|
SkyOak Wealth
Southfield,
Michigan
|
$8.76M
|
+$2.42M
|
+25,719
|
+34%
|
|
|
217
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.71M
|
+$595K
|
+6,337
|
+7%
|
|
|
218
|
Carr Financial Group
Worcester,
Massachusetts
|
$8.7M
|
+$67.8K
|
+722
|
+0.7%
|
|
|
219
|
Financial Futures
Brielle,
New Jersey
|
$8.47M
|
+$139K
|
+1,476
|
+2%
|
|
|
220
|
BWM Planning
The Woodlands,
Texas
|
$8.45M
|
+$1.33M
|
+14,142
|
+17%
|
|
|
221
|
Venture Visionary Partners
Sylvania,
Ohio
|
$8.36M
|
+$118K
|
+1,258
|
+1%
|
|
|
222
|
Convergence Financial
Columbia,
Missouri
|
$8.32M
|
+$92.5K
|
+984
|
+1%
|
|
|
223
|
FAS Wealth Partners
Leawood,
Kansas
|
$8.26M
|
+$127K
|
+1,348
|
+1%
|
|
|
224
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$8.22M
|
+$311K
|
+3,310
|
+4%
|
|
|
225
|
Three Cord True Wealth Management
Beaver,
Pennsylvania
|
$8.21M
|
+$508K
|
+5,404
|
+6%
|
|
