|
201
|
Geneos Wealth Management
Englewood,
Colorado
|
$628K
|
+$610K
|
+16,526
|
+109%
|
|
|
202
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$622K
|
-$17.7K
|
-479
|
-3%
|
|
|
203
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$617K
|
–
|
–
|
–
|
|
|
204
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$610K
|
-$29.6K
|
-801
|
-5%
|
|
|
205
|
Fullen Financial Group
Columbus,
Ohio
|
$607K
|
+$221
|
+6
|
+0%
|
|
|
206
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$594K
|
+$9.82K
|
+266
|
+2%
|
|
|
207
|
Creative Planning
Overland Park,
Kansas
|
$568K
|
+$241K
|
+6,517
|
+74%
|
|
|
208
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$566K
|
+$562K
|
+15,219
|
New
|
|
|
209
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$556K
|
–
|
–
|
–
|
|
|
210
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$555K
|
-$2.74M
|
-74,211
|
-83%
|
|
|
211
|
One Wealth Advisors
San Francisco,
California
|
$547K
|
+$543K
|
+14,723
|
New
|
|
|
212
|
Advisor Partners
Walnut Creek,
California
|
$541K
|
+$40.7K
|
+1,102
|
+8%
|
|
|
213
|
IndexIQ Advisors
New York
|
$540K
|
-$556K
|
-15,057
|
-51%
|
|
|
214
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$530K
|
+$283K
|
+7,663
|
+116%
|
|
|
215
|
Institute for Wealth Management
Denver,
Colorado
|
$529K
|
-$271K
|
-7,345
|
-34%
|
|
|
216
|
IFP Advisors
Tampa,
Florida
|
$527K
|
+$84.6K
|
+2,293
|
+19%
|
|
|
217
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$522K
|
–
|
–
|
–
|
|
|
218
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$522K
|
+$518K
|
+14,035
|
New
|
|
|
219
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$520K
|
-$251K
|
-6,810
|
-33%
|
|
|
220
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$519K
|
-$3.95K
|
-107
|
-0.8%
|
|
|
221
|
Rockbridge Investment Management
Syracuse,
New York
|
$509K
|
-$59.2K
|
-1,603
|
-10%
|
|
|
222
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$502K
|
+$498K
|
+13,495
|
New
|
|
|
223
|
CreativeOne Wealth
Overland Park,
Kansas
|
$498K
|
-$80K
|
-2,168
|
-14%
|
|
|
224
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$491K
|
+$1.84K
|
+50
|
+0.4%
|
|
|
225
|
Cresset Asset Management
Chicago,
Illinois
|
$487K
|
–
|
–
|
–
|
|
