|
101
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.65M
|
+$122K
|
+2,395
|
+8%
|
|
|
102
|
Red Lighthouse Investment Management
New York
|
$1.53M
|
+$245K
|
+4,832
|
+19%
|
|
|
103
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.51M
|
+$1.51M
|
+29,815
|
New
|
|
|
104
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$1.49M
|
+$10K
|
+198
|
+0.7%
|
|
|
105
|
XY Planning Network
Bozeman,
Montana
|
$1.47M
|
-$185K
|
-3,638
|
-11%
|
|
|
106
|
MB Generational Wealth
Spokane,
Washington
|
$1.45M
|
+$247K
|
+4,871
|
+20%
|
|
|
107
|
Savvy Advisors Inc
New York
|
$1.45M
|
+$211K
|
+4,158
|
+17%
|
|
|
108
|
Curio Wealth
Annapolis,
Maryland
|
$1.44M
|
+$829K
|
+16,332
|
+134%
|
|
|
109
|
Financial Engines Advisors
Santa Clara,
California
|
$1.42M
|
-$184K
|
-3,629
|
-11%
|
|
|
110
|
Family CFO
Los Altos,
California
|
$1.41M
|
-$564K
|
-11,114
|
-29%
|
|
|
111
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.26M
|
-$675K
|
-13,308
|
-35%
|
|
|
112
|
Kings Path Partners
Sugar Land,
Texas
|
$1.26M
|
-$154K
|
-3,042
|
-11%
|
|
|
113
|
PFG Advisors
Phoenix,
Arizona
|
$1.25M
|
+$124K
|
+2,447
|
+11%
|
|
|
114
|
White Wing Wealth Management
The Wodlands,
Texas
|
$1.23M
|
+$203K
|
+3,995
|
+20%
|
|
|
115
|
SpringVest Wealth Management
Dallas,
Texas
|
$1.13M
|
+$159K
|
+3,136
|
+16%
|
|
|
116
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.13M
|
-$123K
|
-2,422
|
-10%
|
|
|
117
|
SageOak Financial
Tulsa,
Oklahoma
|
$1.04M
|
+$1.04M
|
+20,551
|
New
|
|
|
118
|
MML Investors Services
Springfield,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
119
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$965K
|
+$238K
|
+4,693
|
+33%
|
|
|
120
|
Cary Street Partners
Richmond,
Virginia
|
$935K
|
+$163K
|
+3,207
|
+21%
|
|
|
121
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$916K
|
-$462K
|
-9,103
|
-34%
|
|
|
122
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$912K
|
+$913K
|
+17,990
|
New
|
|
|
123
|
ProCore Advisors
Newport Beach,
California
|
$897K
|
-$10.7M
|
-210,300
|
-92%
|
|
|
124
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$873K
|
+$874K
|
+17,220
|
New
|
|
|
125
|
Kane Co Wealth Management
Johnston,
Iowa
|
$862K
|
+$141K
|
+2,775
|
+20%
|
|
