|
126
|
Versant Capital Management
Phoenix,
Arizona
|
$2.94M
|
+$2.94M
|
+112,409
|
New
|
|
|
127
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.73M
|
+$444K
|
+16,999
|
+19%
|
|
|
128
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.68M
|
+$25.5K
|
+975
|
+1%
|
|
|
129
|
American Portfolios Advisors
Holbrook,
New York
|
$2.66M
|
+$321K
|
+12,303
|
+14%
|
|
|
130
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.58M
|
+$2.59M
|
+99,016
|
New
|
|
|
131
|
Wealth Architects
Mountain View,
California
|
$2.52M
|
+$166K
|
+6,339
|
+7%
|
|
|
132
|
Merriman Wealth Management
Seattle,
Washington
|
$2.42M
|
+$228K
|
+8,711
|
+10%
|
|
|
133
|
Rockefeller Capital Management
New York
|
$2.41M
|
+$1.15M
|
+44,118
|
+91%
|
|
|
134
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$2.41M
|
+$2.41M
|
+92,257
|
New
|
|
|
135
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.4M
|
+$2.41M
|
+92,085
|
New
|
|
|
136
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.38M
|
+$2.36M
|
+90,420
|
New
|
|
|
137
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.36M
|
+$16.3K
|
+623
|
+0.7%
|
|
|
138
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.33M
|
+$837K
|
+32,037
|
+56%
|
|
|
139
|
Physician Wealth Advisors
Midvale,
Utah
|
$2.26M
|
+$12.1K
|
+464
|
+0.5%
|
|
|
140
|
CVA Family Office
Denver,
Colorado
|
$2.25M
|
+$2.25M
|
+86,199
|
New
|
|
|
141
|
Security Financial Services
Fort Wayne,
Indiana
|
$2.21M
|
+$2.21M
|
+84,796
|
New
|
|
|
142
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$2.1M
|
+$2.1M
|
+80,245
|
New
|
|
|
143
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$2.04M
|
+$2.05M
|
+78,309
|
New
|
|
|
144
|
Safeguard Investment Advisory Group
Corona,
California
|
$2.03M
|
-$50.7K
|
-1,941
|
-2%
|
|
|
145
|
MAI Capital Management
Independence,
Ohio
|
$1.96M
|
+$1.04K
|
+40
|
+0.1%
|
|
|
146
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.87M
|
–
|
–
|
–
|
|
|
147
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.83M
|
-$409K
|
-15,678
|
-18%
|
|
|
148
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.73M
|
+$1.73M
|
+66,281
|
New
|
|
|
149
|
Cetera Advisors
Denver,
Colorado
|
$1.64M
|
–
|
–
|
–
|
|
|
150
|
Wealthstream Advisors
New York
|
$1.63M
|
+$1.63M
|
+62,491
|
New
|
|
