|
126
|
Simplicity Wealth
Summit,
New Jersey
|
$5.77M
|
+$5.21M
|
+108,181
|
+937%
|
|
|
127
|
Kooman & Associates
Altoona,
Pennsylvania
|
$5.69M
|
-$29K
|
-602
|
-0.5%
|
|
|
128
|
Burk Holdings
Tulsa,
Oklahoma
|
$5.69M
|
+$613K
|
+12,738
|
+12%
|
|
|
129
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$5.61M
|
+$436K
|
+9,065
|
+8%
|
|
|
130
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.57M
|
+$796K
|
+16,530
|
+17%
|
|
|
131
|
FMB Wealth Management
Westlake Village,
California
|
$5.49M
|
+$528K
|
+10,972
|
+11%
|
|
|
132
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$5.48M
|
+$230K
|
+4,784
|
+4%
|
|
|
133
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$5.46M
|
+$644K
|
+13,382
|
+13%
|
|
|
134
|
White Wing Wealth Management
The Wodlands,
Texas
|
$5.46M
|
+$1.11M
|
+23,005
|
+26%
|
|
|
135
|
Tortoise Investment Management
White Plains,
New York
|
$5.43M
|
+$118K
|
+2,458
|
+2%
|
|
|
136
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$5.42M
|
+$948K
|
+19,696
|
+21%
|
|
|
137
|
Mills Wealth Advisors
Southlake,
Texas
|
$5.33M
|
+$1.04M
|
+21,642
|
+24%
|
|
|
138
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.29M
|
+$217K
|
+4,507
|
+4%
|
|
|
139
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.21M
|
-$335K
|
-6,952
|
-6%
|
|
|
140
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$5.14M
|
+$1.56M
|
+32,508
|
+44%
|
|
|
141
|
Binnacle Investments
Urbandale,
Iowa
|
$5.04M
|
+$268K
|
+5,561
|
+6%
|
|
|
142
|
Kestra Investment Management
Austin,
Texas
|
$4.92M
|
+$1.06M
|
+21,940
|
+27%
|
|
|
143
|
Mercer Global Advisors
Denver,
Colorado
|
$4.91M
|
-$1.83M
|
-38,007
|
-27%
|
|
|
144
|
Corient Private Wealth
Miami,
Florida
|
$4.77M
|
+$107K
|
+2,223
|
+2%
|
|
|
145
|
Meredith Wealth Planning
Maryville,
Illinois
|
$4.75M
|
+$1.67M
|
+34,798
|
+54%
|
|
|
146
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.73M
|
+$352K
|
+7,311
|
+8%
|
|
|
147
|
Private Advisor Group
Morristown,
New Jersey
|
$4.72M
|
-$231K
|
-4,810
|
-5%
|
|
|
148
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$4.68M
|
+$4.24M
|
+88,060
|
+978%
|
|
|
149
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$4.52M
|
+$477K
|
+9,913
|
+12%
|
|
|
150
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$4.35M
|
+$1.04M
|
+21,706
|
+32%
|
|
