|
126
|
Allspring Global Investments
Charlotte,
North Carolina
|
$17M
|
–
|
–
|
–
|
|
|
127
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$16.6M
|
+$408K
|
+4,946
|
+3%
|
|
|
128
|
INVST
Indianapolis,
Indiana
|
$16.2M
|
+$15.4M
|
+185,947
|
+1,927%
|
|
|
129
|
Ballast Inc
Lexington,
Kentucky
|
$16.1M
|
+$3.32M
|
+40,240
|
+26%
|
|
|
130
|
Portfolio Design Labs
Encino,
California
|
$15.6M
|
+$15.5M
|
+188,265
|
New
|
|
|
131
|
|
$15.4M
|
+$9.52M
|
+115,304
|
+163%
|
|
|
132
|
Bearing Point Capital
Bloomington,
Minnesota
|
$15M
|
+$8.41M
|
+101,885
|
+128%
|
|
|
133
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15M
|
-$6.78M
|
-82,099
|
-31%
|
|
|
134
|
Acorns Advisers
Irvine,
California
|
$14.9M
|
-$2.28M
|
-27,571
|
-13%
|
|
|
135
|
MBL Wealth
Charlotte,
North Carolina
|
$14.7M
|
-$153K
|
-1,854
|
-1%
|
|
|
136
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$14.7M
|
+$14.6M
|
+176,949
|
New
|
|
|
137
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$14.2M
|
+$2.2M
|
+26,671
|
+18%
|
|
|
138
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$14.1M
|
+$192K
|
+2,321
|
+1%
|
|
|
139
|
Montag & Associates
Atlanta,
Georgia
|
$14.1M
|
-$256K
|
-3,106
|
-2%
|
|
|
140
|
Creative Planning
Overland Park,
Kansas
|
$13.7M
|
-$658K
|
-7,969
|
-5%
|
|
|
141
|
Leuthold Group
Minneapolis,
Minnesota
|
$13.7M
|
-$7.26K
|
-88
|
-0.1%
|
|
|
142
|
Permanens Capital
New York
|
$13.7M
|
+$13.4M
|
+161,960
|
+4,422%
|
|
|
143
|
NFP Retirement Inc
Aliso Viejo,
California
|
$13.3M
|
-$303K
|
-3,666
|
-2%
|
|
|
144
|
Kadensa Capital
Central,
Hong Kong
|
$13.3M
|
+$13.2M
|
+160,150
|
New
|
|
|
145
|
Lake Hills Wealth Management
Austin,
Texas
|
$13M
|
-$4.96M
|
-60,085
|
-28%
|
|
|
146
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$12.9M
|
-$425K
|
-5,150
|
-3%
|
|
|
147
|
Silver Oak Securities
Jackson,
Tennessee
|
$12.7M
|
+$6.19M
|
+74,972
|
+96%
|
|
|
148
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.6M
|
+$3.54M
|
+42,883
|
+39%
|
|
|
149
|
Hughes Financial Services
Herndon,
Virginia
|
$12.6M
|
-$177K
|
-2,140
|
-1%
|
|
|
150
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$12.3M
|
+$9.42M
|
+114,054
|
+326%
|
|
