|
101
|
Echo Wealth Management
Plymouth,
Minnesota
|
$13.3M
|
+$2.82M
|
+38,088
|
+26%
|
|
|
102
|
Human Investing
Lake Oswego,
Oregon
|
$13.2M
|
+$257K
|
+3,471
|
+2%
|
|
|
103
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$13.2M
|
+$574K
|
+7,755
|
+4%
|
|
|
104
|
Roundview Capital
Princeton,
New Jersey
|
$13.1M
|
+$3.03M
|
+41,028
|
+29%
|
|
|
105
|
Private Advisor Group
Morristown,
New Jersey
|
$13M
|
-$883K
|
-11,941
|
-6%
|
|
|
106
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.9M
|
-$450K
|
-6,080
|
-3%
|
|
|
107
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$12.5M
|
+$283K
|
+3,832
|
+2%
|
|
|
108
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12.3M
|
+$308K
|
+4,165
|
+3%
|
|
|
109
|
|
$12.2M
|
-$135K
|
-1,825
|
-1%
|
|
|
110
|
Wealthfront Advisers
Palo Alto,
California
|
$11.7M
|
-$1.2M
|
-16,159
|
-9%
|
|
|
111
|
Fischer Investment Strategies
Westlake Village,
California
|
$11.6M
|
-$275K
|
-3,715
|
-2%
|
|
|
112
|
Meeder Advisory Services
Dublin,
Ohio
|
$11.4M
|
+$603K
|
+8,152
|
+5%
|
|
|
113
|
Lodestar Private Asset Management
Alamo,
California
|
$11.4M
|
+$1.98M
|
+26,817
|
+20%
|
|
|
114
|
Darrow Company
Needham,
Massachusetts
|
$11.4M
|
-$313K
|
-4,237
|
-3%
|
|
|
115
|
Planned Solutions
Folsom,
California
|
$11.3M
|
-$85K
|
-1,149
|
-0.7%
|
|
|
116
|
Kestra Advisory Services
Austin,
Texas
|
$11.2M
|
+$3.45M
|
+46,574
|
+43%
|
|
|
117
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11M
|
+$441K
|
+5,967
|
+4%
|
|
|
118
|
Asset Management Group
Stamford,
Connecticut
|
$10.9M
|
+$17.2K
|
+232
|
+0.2%
|
|
|
119
|
AE Wealth Management
Topeka,
Kansas
|
$10.9M
|
+$1.16M
|
+15,717
|
+12%
|
|
|
120
|
Wiser Wealth Management
Marietta,
Georgia
|
$10.8M
|
+$448K
|
+6,053
|
+4%
|
|
|
121
|
Charles Schwab
San Francisco,
California
|
$10.7M
|
+$11M
|
+148,354
|
New
|
|
|
122
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.7M
|
+$525K
|
+7,091
|
+5%
|
|
|
123
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$10.7M
|
+$1.19M
|
+16,094
|
+12%
|
|
|
124
|
HT Partners
Centerbrook,
Connecticut
|
$10.4M
|
+$787K
|
+10,645
|
+8%
|
|
|
125
|
Atria Investments
Charlotte,
North Carolina
|
$10.3M
|
-$1.88M
|
-25,380
|
-15%
|
|
