|
126
|
SageOak Financial
Tulsa,
Oklahoma
|
$7.46M
|
+$7.61M
|
+180,687
|
New
|
|
|
127
|
BWM Planning
The Woodlands,
Texas
|
$7.38M
|
+$1.21M
|
+28,751
|
+19%
|
|
|
128
|
Bank of America
Charlotte,
North Carolina
|
$7.37M
|
+$1M
|
+23,793
|
+15%
|
|
|
129
|
SageView Advisory Group
Newport Beach,
California
|
$7.27M
|
+$181K
|
+4,300
|
+3%
|
|
|
130
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.21M
|
+$361K
|
+8,573
|
+5%
|
|
|
131
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$7.17M
|
-$2.31M
|
-54,782
|
-24%
|
|
|
132
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$6.9M
|
-$923K
|
-21,930
|
-12%
|
|
|
133
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$6.87M
|
+$2.78M
|
+65,993
|
+66%
|
|
|
134
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$6.81M
|
+$109K
|
+2,597
|
+2%
|
|
|
135
|
Wealthspan Partners
Davenport,
Iowa
|
$6.74M
|
+$87.2K
|
+2,071
|
+1%
|
|
|
136
|
Vested Financial Planning
San Carlos,
California
|
$6.67M
|
+$6.8M
|
+161,514
|
New
|
|
|
137
|
Ruedi Wealth Management
Champaign,
Illinois
|
$6.61M
|
-$3.44M
|
-81,807
|
-34%
|
|
|
138
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$6.54M
|
+$1.69M
|
+40,155
|
+34%
|
|
|
139
|
Parkworth Wealth Management
Los Gatos,
California
|
$6.49M
|
+$6.62M
|
+157,258
|
New
|
|
|
140
|
Heritage Investment Group
Pompano Beach,
Florida
|
$6.44M
|
+$3.84M
|
+91,321
|
+141%
|
|
|
141
|
David Wealth Management
Fairfax,
Virginia
|
$6.43M
|
+$6.56M
|
+155,760
|
New
|
|
|
142
|
Note Advisors
Buffalo,
New York
|
$6.36M
|
+$6.49M
|
+154,151
|
New
|
|
|
143
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$6.17M
|
+$6.29M
|
+149,510
|
New
|
|
|
144
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.95M
|
+$244K
|
+5,805
|
+4%
|
|
|
145
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.87M
|
+$708K
|
+16,825
|
+13%
|
|
|
146
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$5.84M
|
+$224K
|
+5,329
|
+4%
|
|
|
147
|
Financial Engines Advisors
Santa Clara,
California
|
$5.83M
|
+$5.95M
|
+141,259
|
New
|
|
|
148
|
CGN Advisors
Manhattan,
Kansas
|
$5.67M
|
+$115K
|
+2,723
|
+2%
|
|
|
149
|
|
$5.59M
|
+$572K
|
+13,578
|
+11%
|
|
|
150
|
Citrine Capital
San Francisco,
California
|
$5.58M
|
+$5.69M
|
+135,165
|
New
|
|
