|
126
|
Summit Wealth Group
White River Junction,
Vermont
|
$14.7M
|
+$212K
|
+4,306
|
+1%
|
|
|
127
|
Creative Planning
Overland Park,
Kansas
|
$14.3M
|
-$301K
|
-6,116
|
-2%
|
|
|
128
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$14.3M
|
+$225K
|
+4,580
|
+2%
|
|
|
129
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$14.3M
|
+$217K
|
+4,405
|
+2%
|
|
|
130
|
ADE LLC
Baltimore,
Maryland
|
$14.1M
|
-$198K
|
-4,026
|
-1%
|
|
|
131
|
Blue Barn Wealth
Orem,
Utah
|
$14M
|
+$15.4K
|
+313
|
+0.1%
|
|
|
132
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$14M
|
-$8.22K
|
-167
|
-0.1%
|
|
|
133
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$13.9M
|
-$254K
|
-5,161
|
-2%
|
|
|
134
|
VOYA Investment Management
Atlanta,
Georgia
|
$13.8M
|
-$607K
|
-12,341
|
-4%
|
|
|
135
|
HighTower Advisors
Chicago,
Illinois
|
$13.8M
|
-$2.66M
|
-54,034
|
-16%
|
|
|
136
|
Net Worth Advisory Group
Sandy,
Utah
|
$13.6M
|
+$943K
|
+19,165
|
+8%
|
|
|
137
|
Rinkey Investments
San Diego,
California
|
$13.3M
|
+$270K
|
+5,492
|
+2%
|
|
|
138
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$13.2M
|
+$491K
|
+9,986
|
+4%
|
|
|
139
|
SigFig Wealth Management
San Francisco,
California
|
$13.1M
|
-$1.7M
|
-34,640
|
-12%
|
|
|
140
|
Janus Henderson Group
London,
|
$13M
|
–
|
–
|
–
|
|
|
141
|
Tenret Company
Tampa,
Florida
|
$13M
|
+$739K
|
+15,008
|
+6%
|
|
|
142
|
Cambridge Advisors
Omaha,
Nebraska
|
$12.3M
|
-$156K
|
-3,172
|
-1%
|
|
|
143
|
Silver Coast Investments
San Diego,
United States
|
$12.2M
|
+$43.7K
|
+887
|
+0.4%
|
|
|
144
|
ALPS Advisors
Denver,
Colorado
|
$12M
|
-$69.6K
|
-1,415
|
-0.6%
|
|
|
145
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$12M
|
+$238K
|
+4,832
|
+2%
|
|
|
146
|
Weitzel Financial Services
Dubuque,
Iowa
|
$11.9M
|
+$147K
|
+2,989
|
+1%
|
|
|
147
|
NFP Retirement Inc
Aliso Viejo,
California
|
$11.7M
|
+$10.6M
|
+216,020
|
+1,104%
|
|
|
148
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.6M
|
+$269K
|
+5,466
|
+2%
|
|
|
149
|
Breakwater Investment Management
Seattle,
Washington
|
$11.5M
|
+$446K
|
+9,058
|
+4%
|
|
|
150
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.4M
|
-$17.6M
|
-357,184
|
-61%
|
|
