|
201
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.7M
|
-$829K
|
-11,054
|
-7%
|
|
|
202
|
Park Avenue Securities
New York
|
$11.7M
|
+$2.34M
|
+31,185
|
+25%
|
|
|
203
|
Aprio Wealth Management
Atlanta,
Georgia
|
$11.6M
|
-$4.07M
|
-54,238
|
-26%
|
|
|
204
|
Level Financial Advisors
East Amherst,
New York
|
$11.6M
|
+$303K
|
+4,045
|
+3%
|
|
|
205
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.5M
|
+$2.74M
|
+36,462
|
+31%
|
|
|
206
|
Wealthspire Advisors (New York)
New York
|
$11.3M
|
+$1.41M
|
+18,796
|
+14%
|
|
|
207
|
SageView Advisory Group
Newport Beach,
California
|
$11.2M
|
+$11.2M
|
+149,241
|
New
|
|
|
208
|
HeadInvest LLC
Portland,
Maine
|
$11.2M
|
-$2.71M
|
-36,121
|
-20%
|
|
|
209
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$11.1M
|
+$10.2M
|
+136,143
|
+1,159%
|
|
|
210
|
Capital Insight Partners
Scottsdale,
Arizona
|
$11.1M
|
+$887K
|
+11,829
|
+9%
|
|
|
211
|
Evolution Advisers
Richmond,
Virginia
|
$10.9M
|
+$385K
|
+5,131
|
+4%
|
|
|
212
|
SigFig Wealth Management
San Francisco,
California
|
$10.7M
|
-$84.4K
|
-1,125
|
-0.8%
|
|
|
213
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$10.5M
|
+$109K
|
+1,456
|
+1%
|
|
|
214
|
Ackerman Capital Advisors
Dallas,
Texas
|
$10.4M
|
+$2.86M
|
+38,130
|
+38%
|
|
|
215
|
First American Trust
Santa Ana,
California
|
$10.3M
|
+$4.4M
|
+58,637
|
+74%
|
|
|
216
|
Shufro Rose & Co
New York
|
$10.3M
|
-$779K
|
-10,389
|
-7%
|
|
|
217
|
Rockefeller Capital Management
New York
|
$10.2M
|
-$1.69M
|
-22,498
|
-14%
|
|
|
218
|
Voya Financial Advisors
Windsor,
Connecticut
|
$10.2M
|
-$236K
|
-3,148
|
-2%
|
|
|
219
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$10M
|
+$266K
|
+3,542
|
+3%
|
|
|
220
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$9.95M
|
+$1.96M
|
+26,097
|
+25%
|
|
|
221
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.92M
|
+$6.49M
|
+86,494
|
+191%
|
|
|
222
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.92M
|
-$1.14M
|
-15,175
|
-10%
|
|
|
223
|
MGO Private Wealth
Irvine,
California
|
$9.9M
|
-$8.37M
|
-111,544
|
-46%
|
|
|
224
|
Fiduciary Group
Savannah,
Georgia
|
$9.89M
|
-$8.8M
|
-117,326
|
-47%
|
|
|
225
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.87M
|
+$5.8M
|
+77,362
|
+144%
|
|
