|
151
|
Burk Holdings
Tulsa,
Oklahoma
|
$6.86M
|
+$431K
|
+8,965
|
+7%
|
|
|
152
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$6.53M
|
-$1.59K
|
-33
|
-0%
|
|
|
153
|
Kane Co Wealth Management
Johnston,
Iowa
|
$6.53M
|
+$14.8K
|
+308
|
+0.2%
|
|
|
154
|
BOS Asset Management
Springfield,
Illinois
|
$6.45M
|
+$2.54M
|
+52,743
|
+64%
|
|
|
155
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$6.32M
|
+$343K
|
+7,128
|
+6%
|
|
|
156
|
New Dimensions Wealth Management
Allen,
Texas
|
$6.17M
|
-$115K
|
-2,390
|
-2%
|
|
|
157
|
Kooman & Associates
Altoona,
Pennsylvania
|
$6.13M
|
+$187K
|
+3,897
|
+3%
|
|
|
158
|
White Wing Wealth Management
The Wodlands,
Texas
|
$6.09M
|
-$426K
|
-8,845
|
-7%
|
|
|
159
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.97M
|
+$74K
|
+1,538
|
+1%
|
|
|
160
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.8M
|
-$2.49M
|
-51,742
|
-30%
|
|
|
161
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$5.76M
|
+$1.28M
|
+26,552
|
+28%
|
|
|
162
|
Burney Company
Reston,
Virginia
|
$5.71M
|
-$1.26M
|
-26,133
|
-18%
|
|
|
163
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$5.71M
|
+$234K
|
+4,862
|
+4%
|
|
|
164
|
Index Fund Advisors
Irvine,
California
|
$5.56M
|
+$2.42M
|
+50,390
|
+77%
|
|
|
165
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.54M
|
-$96.4K
|
-2,004
|
-2%
|
|
|
166
|
Diversify Wealth Management
Sandy,
Utah
|
$5.46M
|
+$1.52M
|
+31,687
|
+38%
|
|
|
167
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$5.37M
|
-$130K
|
-2,704
|
-2%
|
|
|
168
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$5.37M
|
+$1.13M
|
+23,576
|
+27%
|
|
|
169
|
|
$5.21M
|
+$2.71M
|
+56,411
|
+108%
|
|
|
170
|
Simplicity Wealth
Summit,
New Jersey
|
$5.18M
|
+$1.05M
|
+21,798
|
+25%
|
|
|
171
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.15M
|
-$661K
|
-13,738
|
-11%
|
|
|
172
|
SpringVest Wealth Management
Dallas,
Texas
|
$5.13M
|
+$1.31M
|
+27,279
|
+34%
|
|
|
173
|
Corient Private Wealth
Miami,
Florida
|
$5.07M
|
-$144K
|
-2,991
|
-3%
|
|
|
174
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.03M
|
-$59K
|
-1,227
|
-1%
|
|
|
175
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$4.94M
|
-$1.6M
|
-33,229
|
-24%
|
|
