|
151
|
Tempus Wealth Planning
Irvine,
California
|
$1.93M
|
+$34.4K
|
+717
|
+2%
|
|
|
152
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.93M
|
+$104K
|
+2,169
|
+6%
|
|
|
153
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.93M
|
+$16.2K
|
+338
|
+0.8%
|
|
|
154
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.89M
|
+$207K
|
+4,323
|
+12%
|
|
|
155
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.88M
|
-$20.3K
|
-423
|
-1%
|
|
|
156
|
SigFig Wealth Management
San Francisco,
California
|
$1.84M
|
-$34.2M
|
-714,129
|
-95%
|
|
|
157
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.78M
|
+$155K
|
+3,224
|
+9%
|
|
|
158
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.75M
|
-$40.5K
|
-846
|
-2%
|
|
|
159
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.71M
|
+$191K
|
+3,980
|
+12%
|
|
|
160
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.71M
|
+$98.2K
|
+2,050
|
+6%
|
|
|
161
|
Harbour Investments
Madison,
Wisconsin
|
$1.69M
|
+$406K
|
+8,470
|
+31%
|
|
|
162
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.62M
|
+$1.24M
|
+25,898
|
+313%
|
|
|
163
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.6M
|
-$22.5K
|
-470
|
-1%
|
|
|
164
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.6M
|
+$250K
|
+5,223
|
+18%
|
|
|
165
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.59M
|
-$373K
|
-7,782
|
-19%
|
|
|
166
|
Kestra Advisory Services
Austin,
Texas
|
$1.53M
|
+$98.7K
|
+2,059
|
+7%
|
|
|
167
|
Mission Wealth Management
Santa Barbara,
California
|
$1.44M
|
+$16.7K
|
+349
|
+1%
|
|
|
168
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.43M
|
+$1.29K
|
+27
|
+0.1%
|
|
|
169
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.42M
|
-$19.7K
|
-411
|
-1%
|
|
|
170
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.39M
|
+$176K
|
+3,671
|
+14%
|
|
|
171
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.36M
|
+$1.37M
|
+28,643
|
New
|
|
|
172
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$1.33M
|
+$540K
|
+11,267
|
+67%
|
|
|
173
|
HSBC Holdings
London,
United Kingdom
|
$1.29M
|
-$151K
|
-3,150
|
-10%
|
|
|
174
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.29M
|
+$157K
|
+3,279
|
+14%
|
|
|
175
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.28M
|
+$402K
|
+8,392
|
+45%
|
|
