|
151
|
Cypress Wealth Services
Palm Desert,
California
|
$9.9M
|
+$3.31M
|
+66,833
|
+49%
|
|
|
152
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$9.88M
|
+$855K
|
+17,266
|
+9%
|
|
|
153
|
Fountainhead AM
Warren,
New Jersey
|
$9.76M
|
+$240K
|
+4,843
|
+2%
|
|
|
154
|
Connable Office Inc
Kalamazoo,
Michigan
|
$9.73M
|
+$446
|
+9
|
+0%
|
|
|
155
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$9.72M
|
+$85K
|
+1,716
|
+0.9%
|
|
|
156
|
Private Advisor Group
Morristown,
New Jersey
|
$9.68M
|
+$570K
|
+11,511
|
+6%
|
|
|
157
|
Apeiron RIA
Dallas,
Texas
|
$9.4M
|
+$2.61M
|
+52,722
|
+38%
|
|
|
158
|
Principal Financial Group
Des Moines,
Iowa
|
$9.39M
|
+$871K
|
+17,575
|
+10%
|
|
|
159
|
Efficient Advisors
Mason,
Ohio
|
$9.35M
|
-$571K
|
-11,531
|
-6%
|
|
|
160
|
BOK Financial Private Wealth
Denver,
Colorado
|
$9.25M
|
-$320K
|
-6,468
|
-3%
|
|
|
161
|
Spire Wealth Management
Mclean,
Virginia
|
$9.01M
|
+$1.96M
|
+39,477
|
+27%
|
|
|
162
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.93M
|
-$4.26M
|
-85,934
|
-33%
|
|
|
163
|
Advisory Services Network
Atlanta,
Georgia
|
$8.87M
|
+$2.61M
|
+52,670
|
+41%
|
|
|
164
|
Perigon Wealth Management
San Francisco,
California
|
$8.84M
|
+$2.24M
|
+45,284
|
+33%
|
|
|
165
|
Simplicity Wealth
Summit,
New Jersey
|
$8.73M
|
+$1.53M
|
+30,916
|
+21%
|
|
|
166
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$8.71M
|
+$3.36M
|
+67,755
|
+61%
|
|
|
167
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$8.67M
|
+$2.4M
|
+48,510
|
+38%
|
|
|
168
|
Creative Planning
Overland Park,
Kansas
|
$8.57M
|
+$168K
|
+3,385
|
+2%
|
|
|
169
|
WealthShield Partners
Cary,
North Carolina
|
$8.42M
|
+$2.61M
|
+52,678
|
+44%
|
|
|
170
|
McLean Asset Management
Tysons,
Virginia
|
$8.34M
|
-$110K
|
-2,229
|
-1%
|
|
|
171
|
|
$8.32M
|
+$130K
|
+2,634
|
+2%
|
|
|
172
|
SWMG LLC
Fort Worth,
Texas
|
$8.3M
|
+$2.3M
|
+46,425
|
+38%
|
|
|
173
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$8.23M
|
+$30.7K
|
+620
|
+0.4%
|
|
|
174
|
Choreo LLC
Rockford,
Illinois
|
$8.22M
|
+$1.17M
|
+23,537
|
+16%
|
|
|
175
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$8.15M
|
+$102K
|
+2,058
|
+1%
|
|
