|
126
|
Five Oceans Advisors
Santa Monica,
California
|
$18.7M
|
+$6.11M
|
+60,780
|
+48%
|
|
|
127
|
Prudent Investors Network
Lake Forest,
California
|
$18.6M
|
+$1.77M
|
+17,577
|
+10%
|
|
|
128
|
Meeder Advisory Services
Dublin,
Ohio
|
$18.6M
|
+$631K
|
+6,280
|
+4%
|
|
|
129
|
3EDGE Asset Management
Naples,
Florida
|
$18.3M
|
+$18.3M
|
+182,233
|
New
|
|
|
130
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$18.1M
|
-$7.54M
|
-75,025
|
-29%
|
|
|
131
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.9M
|
+$1.85M
|
+18,400
|
+12%
|
|
|
132
|
Bangor Savings Bank
Bangor,
Maine
|
$17.7M
|
+$2.53M
|
+25,235
|
+17%
|
|
|
133
|
Farther Finance Advisors
San Francisco,
California
|
$17.6M
|
+$14.8M
|
+146,857
|
+507%
|
|
|
134
|
TT Capital Management
Coto De Caza,
California
|
$17.3M
|
+$17.3M
|
+172,162
|
New
|
|
|
135
|
Maridea Wealth Management
Brooklyn,
New York
|
$17.3M
|
+$17.3M
|
+172,114
|
New
|
|
|
136
|
Peak Retirement Planning
Columbus,
Ohio
|
$16.8M
|
+$16.8M
|
+166,972
|
New
|
|
|
137
|
Truist Financial
Charlotte,
North Carolina
|
$16.6M
|
-$1.45M
|
-14,446
|
-8%
|
|
|
138
|
Kestra Private Wealth Services
Austin,
Texas
|
$16.5M
|
+$14.6M
|
+145,814
|
+775%
|
|
|
139
|
Farnam Financial
Phoenix,
Arizona
|
$15.7M
|
+$1.76M
|
+17,474
|
+13%
|
|
|
140
|
Buck Wealth Strategies
Denver,
Colorado
|
$15.7M
|
+$5.37M
|
+53,495
|
+52%
|
|
|
141
|
Atria Wealth Solutions
New York
|
$15.7M
|
+$270K
|
+2,687
|
+2%
|
|
|
142
|
Scotia Capital
Toronto,
Ontario, Canada
|
$15.6M
|
-$4.17M
|
-41,524
|
-21%
|
|
|
143
|
Wealthfront Advisers
Palo Alto,
California
|
$15.5M
|
+$7.99M
|
+79,559
|
+106%
|
|
|
144
|
|
$15.5M
|
+$15.5M
|
+154,195
|
New
|
|
|
145
|
Westfuller Advisors
New York
|
$15.4M
|
+$243K
|
+2,420
|
+2%
|
|
|
146
|
RMR Capital Management
Tustin,
California
|
$15.4M
|
+$5.63M
|
+56,065
|
+57%
|
|
|
147
|
Omnia Family Wealth
Aventura,
Florida
|
$15.4M
|
-$56.2K
|
-559
|
-0.4%
|
|
|
148
|
Main Management
San Francisco,
California
|
$15.3M
|
+$15.3M
|
+152,572
|
New
|
|
|
149
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$15.2M
|
-$653K
|
-6,499
|
-4%
|
|
|
150
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$14.9M
|
+$14.2M
|
+140,938
|
+1,952%
|
|
