|
151
|
Life Planning Partners
Jacksonville,
Florida
|
$27M
|
-$27.1K
|
-193
|
-0.1%
|
|
|
152
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$26.9M
|
+$77.1K
|
+550
|
+0.3%
|
|
|
153
|
Wealthspire Advisors (New York)
New York
|
$26.7M
|
-$438K
|
-3,126
|
-2%
|
|
|
154
|
IFP Advisors
Tampa,
Florida
|
$26.6M
|
+$4.34M
|
+30,974
|
+20%
|
|
|
155
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$26.5M
|
–
|
–
|
–
|
|
|
156
|
Sweeney & Michel
Chico,
California
|
$26.5M
|
+$170K
|
+1,209
|
+0.7%
|
|
|
157
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$26.2M
|
+$129K
|
+918
|
+0.5%
|
|
|
158
|
Durante & Waters
Brewster,
New York
|
$26.2M
|
-$316K
|
-2,253
|
-1%
|
|
|
159
|
Bank of New York Mellon
New York
|
$26.2M
|
+$1.01M
|
+7,196
|
+4%
|
|
|
160
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$26.1M
|
-$246K
|
-1,756
|
-1%
|
|
|
161
|
Planned Solutions
Folsom,
California
|
$26.1M
|
+$2.13M
|
+15,204
|
+9%
|
|
|
162
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$25.8M
|
-$454K
|
-3,234
|
-2%
|
|
|
163
|
United Capital Financial Advisors
Irving,
Texas
|
$25.5M
|
-$536K
|
-3,825
|
-2%
|
|
|
164
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$25.2M
|
-$931K
|
-6,639
|
-4%
|
|
|
165
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$25M
|
+$861K
|
+6,137
|
+4%
|
|
|
166
|
Stokes Family Office
New Orleans,
Louisiana
|
$24.8M
|
-$17.5K
|
-125
|
-0.1%
|
|
|
167
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$24.4M
|
+$21.6M
|
+154,274
|
+1,185%
|
|
|
168
|
Brighton Jones LLC
Seattle,
Washington
|
$23.6M
|
+$997K
|
+7,108
|
+5%
|
|
|
169
|
Catalyst Private Wealth
San Mateo,
California
|
$23.6M
|
-$1.59M
|
-11,364
|
-7%
|
|
|
170
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$23.2M
|
+$2.63M
|
+18,735
|
+13%
|
|
|
171
|
Friedenthal Financial
Marlton,
New Jersey
|
$23M
|
+$871K
|
+6,211
|
+4%
|
|
|
172
|
|
$23M
|
+$21.1M
|
+150,647
|
+2,163%
|
|
|
173
|
NWAM LLC
Mercer Island,
Washington
|
$22.9M
|
+$368K
|
+2,623
|
+2%
|
|
|
174
|
Principal Securities
Des Moines,
Iowa
|
$22.8M
|
-$342K
|
-2,439
|
-2%
|
|
|
175
|
Weatherly Asset Management
Del Mar,
California
|
$22.8M
|
-$45.3K
|
-323
|
-0.2%
|
|
