|
126
|
HB Wealth Management
Atlanta,
Georgia
|
$20.8M
|
-$447K
|
-6,062
|
-2%
|
|
|
127
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$20.2M
|
+$614K
|
+8,329
|
+3%
|
|
|
128
|
Madison Wealth Partners
Madison,
Wisconsin
|
$20.2M
|
-$31.6K
|
-429
|
-0.2%
|
|
|
129
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$20.1M
|
+$6.33M
|
+85,797
|
+48%
|
|
|
130
|
Atwater Malick
Lancaster,
Pennsylvania
|
$20M
|
+$990K
|
+13,415
|
+5%
|
|
|
131
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$20M
|
+$4.26M
|
+57,680
|
+28%
|
|
|
132
|
London & Capital Asset Management
London,
United Kingdom
|
$19.8M
|
-$4.43K
|
-60
|
-0%
|
|
|
133
|
Global Retirement Partners
San Rafael,
California
|
$19.6M
|
+$19.1M
|
+259,102
|
New
|
|
|
134
|
Accel Wealth Management
Waverly,
Iowa
|
$19.6M
|
+$1.18M
|
+15,988
|
+7%
|
|
|
135
|
Objectivity Squared
Charleston,
South Carolina
|
$19.5M
|
+$117K
|
+1,586
|
+0.6%
|
|
|
136
|
Verus Capital Partners
Scottsdale,
Arizona
|
$19.4M
|
+$639K
|
+8,655
|
+4%
|
|
|
137
|
Mutual Advisors
Omaha,
Nebraska
|
$19.4M
|
+$806K
|
+10,923
|
+4%
|
|
|
138
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$18.5M
|
-$1.9M
|
-25,779
|
-10%
|
|
|
139
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$18.4M
|
+$456K
|
+6,180
|
+3%
|
|
|
140
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$18.4M
|
+$366K
|
+4,963
|
+2%
|
|
|
141
|
Capital Planning
Bellevue,
Washington
|
$18.2M
|
-$1.29M
|
-17,521
|
-7%
|
|
|
142
|
IFS Advisors
Overland Park,
Kansas
|
$18.2M
|
-$81.4K
|
-1,103
|
-0.5%
|
|
|
143
|
truNorth Financial Services
Chambersburg,
Pennsylvania
|
$17.9M
|
+$662K
|
+8,972
|
+4%
|
|
|
144
|
Citadel Advisors
Miami,
Florida
|
$17.7M
|
+$8.26M
|
+111,939
|
+92%
|
|
|
145
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$17.6M
|
+$1.66M
|
+22,470
|
+11%
|
|
|
146
|
PFS Partners
Mine Hill,
New Jersey
|
$17.6M
|
+$107K
|
+1,457
|
+0.6%
|
|
|
147
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$17.5M
|
+$379K
|
+5,132
|
+2%
|
|
|
148
|
FourThought Financial Partners
Venice,
Florida
|
$17.1M
|
-$25.6K
|
-347
|
-0.2%
|
|
|
149
|
PSI Advisors
Tampa,
Florida
|
$16.8M
|
-$863K
|
-11,702
|
-5%
|
|
|
150
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$16.7M
|
+$504K
|
+6,831
|
+3%
|
|
