|
126
|
Cambridge Advisors
Omaha,
Nebraska
|
$59.1M
|
+$5.51M
|
+75,062
|
+10%
|
|
|
127
|
Legacy Private Trust
Neenah,
Wisconsin
|
$58.2M
|
+$30.9M
|
+421,556
|
+114%
|
|
|
128
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$57.8M
|
+$289K
|
+3,945
|
+0.5%
|
|
|
129
|
Wealthspire Advisors (New York)
New York
|
$57.1M
|
+$2.02M
|
+27,540
|
+4%
|
|
|
130
|
GuidedMoney
Black Earth,
Wisconsin
|
$56.8M
|
+$6.4M
|
+87,236
|
+13%
|
|
|
131
|
Cambridge Associates
Boston,
Massachusetts
|
$56.3M
|
+$3.99M
|
+54,310
|
+8%
|
|
|
132
|
Newton One Investments
Newark,
Delaware
|
$55.6M
|
-$2.2M
|
-29,970
|
-4%
|
|
|
133
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$54.8M
|
-$2.57M
|
-35,000
|
-4%
|
|
|
134
|
SNS Financial Group
Minneapolis,
Minnesota
|
$54M
|
+$20.9M
|
+285,160
|
+63%
|
|
|
135
|
Raffa Wealth Management
Washington,
District of Columbia
|
$53.5M
|
+$7.24M
|
+98,645
|
+16%
|
|
|
136
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$52.5M
|
+$3.48M
|
+47,403
|
+7%
|
|
|
137
|
Farther Finance Advisors
San Francisco,
California
|
$52.5M
|
-$1.76M
|
-23,999
|
-3%
|
|
|
138
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$52.1M
|
+$2.22M
|
+30,218
|
+4%
|
|
|
139
|
SimpliFi Inc
San Diego,
California
|
$51.5M
|
+$779K
|
+10,614
|
+2%
|
|
|
140
|
Crewe Advisors
Salt Lake City,
Utah
|
$50.8M
|
+$1.37M
|
+18,705
|
+3%
|
|
|
141
|
Essential Planning
Portsmouth,
New Hampshire
|
$49.7M
|
-$2.88M
|
-39,207
|
-5%
|
|
|
142
|
Steele Capital Management
Dubuque,
Iowa
|
$49.7M
|
-$6.16M
|
-83,941
|
-11%
|
|
|
143
|
Silver Oak Advisory Group
Portland,
Oregon
|
$49.3M
|
+$3.03M
|
+41,234
|
+7%
|
|
|
144
|
Gridiron Partners
Wexford,
Pennsylvania
|
$48.3M
|
+$5.17M
|
+70,414
|
+12%
|
|
|
145
|
Charles Schwab Trust
Henderson,
Nevada
|
$48.2M
|
+$5.55M
|
+75,668
|
+13%
|
|
|
146
|
Amicus Financial Advisors
Lubbock,
Texas
|
$48.2M
|
-$2.29M
|
-31,261
|
-5%
|
|
|
147
|
Atomi Financial Group
New York
|
$47.1M
|
-$2.21M
|
-30,074
|
-4%
|
|
|
148
|
AllianceBernstein
Nashville,
Tennessee
|
$47.1M
|
-$47.5M
|
-647,727
|
-50%
|
|
|
149
|
Fidelity Investments
Boston,
Massachusetts
|
$46.8M
|
+$13.2M
|
+180,000
|
+39%
|
|
|
150
|
Boston Partners
Boston,
Massachusetts
|
$46.7M
|
-$45.2M
|
-615,921
|
-100%
|
|
