|
126
|
Evanson Asset Management
Carmel,
California
|
$1.67M
|
-$623K
|
-12,853
|
-27%
|
|
|
127
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.65M
|
+$23.5K
|
+485
|
+1%
|
|
|
128
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.62M
|
+$330K
|
+6,808
|
+25%
|
|
|
129
|
One Capital Management
Westlake Village,
California
|
$1.57M
|
+$218K
|
+4,490
|
+16%
|
|
|
130
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.57M
|
+$773K
|
+15,956
|
+94%
|
|
|
131
|
XY Planning Network
Bozeman,
Montana
|
$1.57M
|
+$100K
|
+2,070
|
+7%
|
|
|
132
|
Wheels Up Wealth
Benicia,
California
|
$1.57M
|
-$120K
|
-2,474
|
-7%
|
|
|
133
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.52M
|
–
|
–
|
–
|
|
|
134
|
Demming Financial Services
Aurora,
Ohio
|
$1.46M
|
+$114K
|
+2,358
|
+8%
|
|
|
135
|
Generations Wealth LLC
Mason,
Ohio
|
$1.44M
|
+$720K
|
+14,867
|
+98%
|
|
|
136
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.43M
|
-$3.63K
|
-75
|
-0.2%
|
|
|
137
|
One Degree Advisors
San Diego,
California
|
$1.39M
|
+$86.3K
|
+1,780
|
+7%
|
|
|
138
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.38M
|
+$110K
|
+2,273
|
+9%
|
|
|
139
|
WPWealth
Fort Worth,
Texas
|
$1.36M
|
+$107K
|
+2,217
|
+8%
|
|
|
140
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.35M
|
+$11.3K
|
+233
|
+0.8%
|
|
|
141
|
Sterling Wealth Management
Champaign,
Illinois
|
$1.34M
|
+$291
|
+6
|
+0%
|
|
|
142
|
|
$1.32M
|
+$51.3K
|
+1,058
|
+4%
|
|
|
143
|
Raymond James Financial
St Petersburg,
Florida
|
$1.32M
|
-$607K
|
-12,528
|
-31%
|
|
|
144
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.26M
|
-$13.7K
|
-282
|
-1%
|
|
|
145
|
New Dimensions Wealth Management
Allen,
Texas
|
$1.23M
|
+$28.3K
|
+584
|
+2%
|
|
|
146
|
Kings Path Partners
Sugar Land,
Texas
|
$1.23M
|
+$471K
|
+9,722
|
+61%
|
|
|
147
|
Applied Capital
Little Rock,
Arkansas
|
$1.2M
|
+$1.21M
|
+25,021
|
New
|
|
|
148
|
Heffernan Advisory
Flagstaff,
Arizona
|
$1.19M
|
–
|
–
|
–
|
|
|
149
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$1.18M
|
+$111K
|
+2,299
|
+10%
|
|
|
150
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$1.14M
|
-$10.5K
|
-216
|
-0.9%
|
|
