|
151
|
Life Planning Partners
Jacksonville,
Florida
|
$14.9M
|
+$14.5M
|
+138,880
|
New
|
|
|
152
|
Planned Solutions
Folsom,
California
|
$14.8M
|
+$14.4M
|
+138,191
|
New
|
|
|
153
|
RGT Wealth Advisors
Dallas,
Texas
|
$14.8M
|
+$14.4M
|
+137,969
|
New
|
|
|
154
|
Gleason Group
Prospect,
Kentucky
|
$14.6M
|
+$38.9K
|
+372
|
+0.3%
|
|
|
155
|
Facet Wealth Inc
Baltimore,
Maryland
|
$14.4M
|
-$74.5K
|
-713
|
-0.5%
|
|
|
156
|
|
$14.3M
|
+$13.4M
|
+128,290
|
+2,461%
|
|
|
157
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.1M
|
+$12.8M
|
+122,394
|
+1,354%
|
|
|
158
|
|
$14M
|
-$7.17M
|
-68,581
|
-34%
|
|
|
159
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$14M
|
+$60.3K
|
+577
|
+0.4%
|
|
|
160
|
Asset Dedication LLC
San Francisco,
California
|
$13.9M
|
-$128K
|
-1,222
|
-0.9%
|
|
|
161
|
Family Management
New York
|
$13.9M
|
+$2.29M
|
+21,902
|
+20%
|
|
|
162
|
Astoria Strategic Wealth
Conroe,
Texas
|
$13.5M
|
-$121K
|
-1,161
|
-0.9%
|
|
|
163
|
Weatherly Asset Management
Del Mar,
California
|
$13.5M
|
+$65.5K
|
+627
|
+0.5%
|
|
|
164
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$13.4M
|
-$107K
|
-1,020
|
-0.8%
|
|
|
165
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$13.2M
|
+$851K
|
+8,143
|
+7%
|
|
|
166
|
Monument Capital Management
Alexandria,
Virginia
|
$13.1M
|
-$296K
|
-2,828
|
-2%
|
|
|
167
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$12.4M
|
-$521K
|
-4,987
|
-4%
|
|
|
168
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$12.3M
|
+$12.1M
|
+115,408
|
New
|
|
|
169
|
|
$12.2M
|
+$12M
|
+114,500
|
New
|
|
|
170
|
Wealthsimple
Toronto,
Ontario, Canada
|
$12.2M
|
+$11.9M
|
+114,253
|
New
|
|
|
171
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.2M
|
-$1.01M
|
-9,649
|
-8%
|
|
|
172
|
WBH Advisory
Baltimore,
Maryland
|
$12.2M
|
+$123K
|
+1,181
|
+1%
|
|
|
173
|
Cetera Advisors
Denver,
Colorado
|
$12M
|
+$702K
|
+6,714
|
+6%
|
|
|
174
|
|
$11.8M
|
+$1.09M
|
+10,388
|
+10%
|
|
|
175
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$11.7M
|
+$107K
|
+1,022
|
+0.9%
|
|
