|
176
|
Hefty Wealth Partners
Auburn,
Indiana
|
$474K
|
+$478K
|
+7,150
|
New
|
|
|
177
|
AssetMark Inc
Concord,
California
|
$464K
|
+$26.5K
|
+396
|
+6%
|
|
|
178
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$445K
|
+$31.8K
|
+476
|
+8%
|
|
|
179
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$437K
|
+$6.49K
|
+97
|
+1%
|
|
|
180
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$428K
|
+$67.4K
|
+1,008
|
+19%
|
|
|
181
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$425K
|
+$428K
|
+6,402
|
New
|
|
|
182
|
Boston Advisors
Boston,
Massachusetts
|
$415K
|
-$1.14K
|
-17
|
-0.3%
|
|
|
183
|
Evanson Asset Management
Carmel,
California
|
$413K
|
+$57.2K
|
+855
|
+16%
|
|
|
184
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$411K
|
+$49.5K
|
+741
|
+14%
|
|
|
185
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$399K
|
+$402K
|
+6,016
|
New
|
|
|
186
|
Asset Dedication LLC
San Francisco,
California
|
$392K
|
-$12.4K
|
-185
|
-3%
|
|
|
187
|
First Foundation Advisors
Irvine,
California
|
$389K
|
–
|
–
|
–
|
|
|
188
|
Next Financial Group
Houston,
Texas
|
$389K
|
+$94.9K
|
+1,420
|
+32%
|
|
|
189
|
Kanaly Trust
Houston,
Texas
|
$375K
|
-$65.7K
|
-982
|
-15%
|
|
|
190
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$354K
|
+$108K
|
+1,610
|
+43%
|
|
|
191
|
Truist Financial
Charlotte,
North Carolina
|
$352K
|
–
|
–
|
–
|
|
|
192
|
V Wealth Advisors
Overland Park,
Kansas
|
$349K
|
+$99.3K
|
+1,485
|
+40%
|
|
|
193
|
Regal Wealth Group
Seal Beach,
California
|
$342K
|
-$6.95K
|
-104
|
-2%
|
|
|
194
|
Destination Wealth Management
Walnut Creek,
California
|
$333K
|
+$335K
|
+5,017
|
New
|
|
|
195
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$290K
|
+$98.6K
|
+1,475
|
+51%
|
|
|
196
|
SII Investments
Appleton,
Wisconsin
|
$267K
|
+$269K
|
+4,016
|
New
|
|
|
197
|
Cornerstone Capital Management Holdings
New York
|
$239K
|
+$241K
|
+3,600
|
New
|
|
|
198
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$217K
|
+$9.16K
|
+137
|
+4%
|
|
|
199
|
Silvercrest Asset Management
New York
|
$216K
|
+$217K
|
+3,250
|
New
|
|
|
200
|
US Bancorp
Minneapolis,
Minnesota
|
$212K
|
+$43.8K
|
+655
|
+26%
|
|
