|
151
|
Creative Planning
Overland Park,
Kansas
|
$13.7M
|
+$5.33M
|
+91,476
|
+62%
|
|
|
152
|
Allen Capital Group
Grand Island,
Nebraska
|
$13.7M
|
+$2.08M
|
+35,773
|
+18%
|
|
|
153
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13.7M
|
+$3.96M
|
+68,011
|
+40%
|
|
|
154
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.6M
|
+$259K
|
+4,440
|
+2%
|
|
|
155
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$13.6M
|
-$474K
|
-8,134
|
-3%
|
|
|
156
|
Oppenheimer & Co
New York
|
$13.4M
|
+$3.97M
|
+68,111
|
+41%
|
|
|
157
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$13.1M
|
-$25.2K
|
-433
|
-0.2%
|
|
|
158
|
Private Advisor Group
Morristown,
New Jersey
|
$13.1M
|
+$4.36M
|
+74,756
|
+48%
|
|
|
159
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$13M
|
+$83.9K
|
+1,440
|
+0.6%
|
|
|
160
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$13M
|
+$816K
|
+14,008
|
+7%
|
|
|
161
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$12.8M
|
+$2.38M
|
+40,810
|
+22%
|
|
|
162
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.7M
|
-$204K
|
-3,502
|
-2%
|
|
|
163
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$12.7M
|
+$1.99M
|
+34,177
|
+17%
|
|
|
164
|
SBI Securities
Tokyo,
Japan
|
$12.7M
|
+$386K
|
+6,622
|
+3%
|
|
|
165
|
Curtis Advisory Group
Santa Barbara,
California
|
$12.6M
|
-$16.4K
|
-281
|
-0.1%
|
|
|
166
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$12.6M
|
-$797K
|
-13,683
|
-6%
|
|
|
167
|
First National Advisers
Omaha,
Nebraska
|
$12.5M
|
+$1.02M
|
+17,569
|
+9%
|
|
|
168
|
Centurion Wealth Management
Mclean,
Virginia
|
$12.5M
|
–
|
–
|
–
|
|
|
169
|
CVA Family Office
Denver,
Colorado
|
$12.3M
|
+$638K
|
+10,957
|
+5%
|
|
|
170
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$12M
|
+$4.57M
|
+78,381
|
+55%
|
|
|
171
|
Argent Trust Co
Nashville,
Tennessee
|
$12M
|
+$668K
|
+11,474
|
+6%
|
|
|
172
|
Park Avenue Securities
New York
|
$11.9M
|
+$7.8M
|
+133,851
|
+178%
|
|
|
173
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$11.9M
|
+$643K
|
+11,042
|
+6%
|
|
|
174
|
International Assets Investment Management
Orlando,
Florida
|
$11.7M
|
-$464K
|
-7,961
|
-4%
|
|
|
175
|
Choreo LLC
Rockford,
Illinois
|
$11.7M
|
+$4.66M
|
+79,900
|
+64%
|
|
