|
201
|
FDx Advisors
Chicago,
Illinois
|
$11.2M
|
+$329K
|
+3,447
|
+3%
|
|
|
202
|
Kelly Financial Services
Braintree,
Massachusetts
|
$11.2M
|
+$738K
|
+7,725
|
+7%
|
|
|
203
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$11M
|
-$259K
|
-2,710
|
-2%
|
|
|
204
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10.9M
|
+$155K
|
+1,626
|
+1%
|
|
|
205
|
|
$10.8M
|
+$10.8M
|
+113,393
|
New
|
|
|
206
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.7M
|
+$348K
|
+3,642
|
+3%
|
|
|
207
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$10.7M
|
-$435K
|
-4,550
|
-4%
|
|
|
208
|
Farther Finance Advisors
San Francisco,
California
|
$10.7M
|
-$527K
|
-5,517
|
-5%
|
|
|
209
|
JT Stratford LLC
Gainesville,
Georgia
|
$10.7M
|
+$560K
|
+5,860
|
+6%
|
|
|
210
|
Theory Financial
Fort Collins,
Colorado
|
$10.6M
|
+$131K
|
+1,375
|
+1%
|
|
|
211
|
World Investment Advisors
Santa Barbara,
California
|
$10.5M
|
-$187K
|
-1,961
|
-2%
|
|
|
212
|
Hilltop Holdings
Dallas,
Texas
|
$10.5M
|
-$7.22M
|
-75,523
|
-41%
|
|
|
213
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.4M
|
-$4.65M
|
-48,722
|
-31%
|
|
|
214
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
-$926K
|
-9,693
|
-8%
|
|
|
215
|
Axxcess Wealth Management
Carlsbad,
California
|
$10.1M
|
+$8.42M
|
+88,149
|
+493%
|
|
|
216
|
Pictet Asset Management
Carouge,
Switzerland
|
$10.1M
|
–
|
–
|
–
|
|
|
217
|
Kestra Advisory Services
Austin,
Texas
|
$10M
|
-$5.01M
|
-52,410
|
-33%
|
|
|
218
|
TSA Wealth Management
Houston,
Texas
|
$9.8M
|
+$602K
|
+6,305
|
+7%
|
|
|
219
|
Foster & Motley
Cincinnati,
Ohio
|
$9.7M
|
-$114K
|
-1,192
|
-1%
|
|
|
220
|
|
$9.56M
|
-$9.74K
|
-102
|
-0.1%
|
|
|
221
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$9.55M
|
+$5.81M
|
+60,794
|
+153%
|
|
|
222
|
Arax Advisory Partners
Denver,
Colorado
|
$9.38M
|
+$5.1M
|
+53,370
|
+117%
|
|
|
223
|
Cascade Financial Partners
San Diego,
California
|
$9.28M
|
+$9.34M
|
+97,714
|
New
|
|
|
224
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$9.26M
|
+$354K
|
+3,709
|
+4%
|
|
|
225
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$9.15M
|
+$6.82M
|
+71,350
|
+286%
|
|
