|
151
|
Wealthspan Partners
Davenport,
Iowa
|
$320K
|
+$304K
|
+12,062
|
New
|
|
|
152
|
Rockbridge Investment Management
Syracuse,
New York
|
$288K
|
–
|
–
|
–
|
|
|
153
|
CreativeOne Wealth
Overland Park,
Kansas
|
$279K
|
+$11.4K
|
+450
|
+4%
|
|
|
154
|
Evanson Asset Management
Carmel,
California
|
$269K
|
+$580
|
+23
|
+0.2%
|
|
|
155
|
Heritage Investment Group
Pompano Beach,
Florida
|
$254K
|
+$242K
|
+9,576
|
New
|
|
|
156
|
CGN Advisors
Manhattan,
Kansas
|
$248K
|
+$21.4K
|
+847
|
+10%
|
|
|
157
|
William Blair & Company
Chicago,
Illinois
|
$230K
|
+$219K
|
+8,661
|
New
|
|
|
158
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$230K
|
+$218K
|
+8,658
|
New
|
|
|
159
|
Prosperity Financial Group
San Ramon,
California
|
$230K
|
+$218K
|
+8,657
|
New
|
|
|
160
|
UBS Group
Zurich,
Switzerland
|
$228K
|
-$8.25K
|
-327
|
-4%
|
|
|
161
|
Bank of America
Charlotte,
North Carolina
|
$220K
|
+$50.8K
|
+2,014
|
+32%
|
|
|
162
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$214K
|
–
|
–
|
–
|
|
|
163
|
Mraz Amerine & Associates
Modesto,
California
|
$213K
|
+$202K
|
+8,009
|
New
|
|
|
164
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$210K
|
+$200K
|
+7,922
|
New
|
|
|
165
|
Sutton Place Investors
Katonah,
New York
|
$206K
|
+$196K
|
+7,755
|
New
|
|
|
166
|
Wells Fargo
San Francisco,
California
|
$197K
|
–
|
–
|
–
|
|
|
167
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$178K
|
+$16.9K
|
+668
|
+11%
|
|
|
168
|
Disciplined Investments
Tulsa,
Oklahoma
|
$176K
|
-$167K
|
-6,599
|
-50%
|
|
|
169
|
Versant Capital Management
Phoenix,
Arizona
|
$175K
|
+$166K
|
+6,590
|
New
|
|
|
170
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$170K
|
–
|
–
|
–
|
|
|
171
|
Spire Wealth Management
Mclean,
Virginia
|
$151K
|
+$1.97K
|
+78
|
+1%
|
|
|
172
|
WealthShield Partners
Cary,
North Carolina
|
$137K
|
+$20.1K
|
+797
|
+18%
|
|
|
173
|
Harbour Investments
Madison,
Wisconsin
|
$97.6K
|
+$41.4K
|
+1,641
|
+81%
|
|
|
174
|
Aspire Private Capital
Cornelius,
North Carolina
|
$66.1K
|
+$62.8K
|
+2,489
|
New
|
|
|
175
|
Global Retirement Partners
San Rafael,
California
|
$60.2K
|
-$12.5K
|
-496
|
-18%
|
|
