|
126
|
Traveka Wealth
Los Altos,
California
|
$13.1M
|
+$2.66M
|
+35,312
|
+25%
|
|
|
127
|
|
$13.1M
|
+$511K
|
+6,786
|
+4%
|
|
|
128
|
Soundmark Wealth Management
Kirkland,
Washington
|
$13.1M
|
+$4.16M
|
+55,163
|
+47%
|
|
|
129
|
Darrow Company
Needham,
Massachusetts
|
$13M
|
+$1.18M
|
+15,603
|
+10%
|
|
|
130
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$13M
|
+$592K
|
+7,851
|
+5%
|
|
|
131
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$12.7M
|
+$799K
|
+10,606
|
+7%
|
|
|
132
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$12.6M
|
-$2.02M
|
-26,808
|
-14%
|
|
|
133
|
Wealthfront Advisers
Palo Alto,
California
|
$12.3M
|
-$313K
|
-4,152
|
-2%
|
|
|
134
|
MA Private Wealth
San Carlos,
California
|
$12.1M
|
+$7.06M
|
+93,713
|
+139%
|
|
|
135
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.1M
|
-$346K
|
-4,594
|
-3%
|
|
|
136
|
|
$12M
|
+$9.36M
|
+124,121
|
+349%
|
|
|
137
|
Retirement Capital Strategies
San Jose,
California
|
$11.9M
|
+$11.9M
|
+157,811
|
New
|
|
|
138
|
Prudential Financial
Newark,
New Jersey
|
$11.8M
|
-$3.42M
|
-45,420
|
-23%
|
|
|
139
|
Planned Solutions
Folsom,
California
|
$11.7M
|
-$184K
|
-2,443
|
-2%
|
|
|
140
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.5M
|
+$143K
|
+1,897
|
+1%
|
|
|
141
|
Asset Management Group
Stamford,
Connecticut
|
$11.2M
|
+$55.8K
|
+740
|
+0.5%
|
|
|
142
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$11M
|
+$1.39M
|
+18,479
|
+14%
|
|
|
143
|
|
$10.9M
|
+$168K
|
+2,226
|
+2%
|
|
|
144
|
Kestra Advisory Services
Austin,
Texas
|
$10.5M
|
-$214K
|
-2,841
|
-2%
|
|
|
145
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$10.5M
|
+$451K
|
+5,989
|
+4%
|
|
|
146
|
FC Advisory
West Chester,
Pennsylvania
|
$10.5M
|
+$262K
|
+3,481
|
+3%
|
|
|
147
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$10.4M
|
+$245K
|
+3,252
|
+2%
|
|
|
148
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$10.3M
|
+$823K
|
+10,913
|
+9%
|
|
|
149
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$9.97M
|
+$9.97M
|
+132,259
|
New
|
|
|
150
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$9.96M
|
-$1.34M
|
-17,733
|
-12%
|
|
