|
126
|
Acorns Advisers
Irvine,
California
|
$15.2M
|
+$869K
|
+10,682
|
+6%
|
|
|
127
|
Angeles Wealth Management
Santa Monica,
California
|
$15.1M
|
+$1.06M
|
+13,089
|
+8%
|
|
|
128
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.7M
|
+$619K
|
+7,607
|
+4%
|
|
|
129
|
Timelo Investment Management
Aurora,
Ontario, Canada
|
$14.7M
|
+$14.6M
|
+180,000
|
New
|
|
|
130
|
CX Institutional
Auburn,
Indiana
|
$14.7M
|
+$14.4M
|
+177,135
|
+6,682%
|
|
|
131
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$14.5M
|
+$11.1M
|
+136,988
|
+338%
|
|
|
132
|
Creative Planning
Overland Park,
Kansas
|
$14.4M
|
+$158K
|
+1,947
|
+1%
|
|
|
133
|
Wealthstar Advisors
Plano,
Texas
|
$13.8M
|
+$13.7M
|
+168,944
|
New
|
|
|
134
|
VisionPoint Advisory Group
Dallas,
Texas
|
$13.7M
|
-$1.3M
|
-15,952
|
-9%
|
|
|
135
|
Mercer Global Advisors
Denver,
Colorado
|
$13.4M
|
+$7.69M
|
+94,534
|
+58%
|
|
|
136
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.3M
|
-$1.64M
|
-20,207
|
-11%
|
|
|
137
|
MBL Wealth
Charlotte,
North Carolina
|
$13M
|
-$4.94M
|
-60,681
|
-28%
|
|
|
138
|
Syntax Research
Boca Raton,
Florida
|
$12.4M
|
+$1.58M
|
+19,443
|
+15%
|
|
|
139
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$12.3M
|
-$697K
|
-8,561
|
-5%
|
|
|
140
|
Ballast Inc
Lexington,
Kentucky
|
$12.3M
|
-$2.07M
|
-25,390
|
-14%
|
|
|
141
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$12.3M
|
–
|
–
|
–
|
|
|
142
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$12.2M
|
-$184K
|
-2,260
|
-1%
|
|
|
143
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$12M
|
+$2.54M
|
+31,202
|
+27%
|
|
|
144
|
Vivaldi Capital Management
Chicago,
Illinois
|
$11.9M
|
-$455K
|
-5,587
|
-4%
|
|
|
145
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.8M
|
-$11.6M
|
-142,449
|
-50%
|
|
|
146
|
Leuthold Group
Minneapolis,
Minnesota
|
$11.7M
|
+$45.6K
|
+560
|
+0.4%
|
|
|
147
|
Main Management
San Francisco,
California
|
$11.7M
|
-$23.2K
|
-285
|
-0.2%
|
|
|
148
|
Atria Wealth Solutions
New York
|
$11.5M
|
-$739K
|
-9,077
|
-6%
|
|
|
149
|
Argent Advisors
Monroe,
Louisiana
|
$11.4M
|
-$278K
|
-3,418
|
-2%
|
|
|
150
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.3M
|
+$10.4M
|
+128,285
|
+1,265%
|
|
