|
126
|
State Street
Boston,
Massachusetts
|
$10.5M
|
-$625K
|
-15,147
|
-6%
|
|
|
127
|
United Capital Financial Advisors
Irving,
Texas
|
$10.3M
|
-$386K
|
-9,348
|
-4%
|
|
|
128
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$10.3M
|
+$10.2M
|
+246,300
|
New
|
|
|
129
|
Level Four Advisory Services
Dallas,
Texas
|
$9.96M
|
-$1.03M
|
-25,049
|
-9%
|
|
|
130
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$9.78M
|
+$9.66M
|
+234,314
|
New
|
|
|
131
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.39M
|
+$328K
|
+7,964
|
+4%
|
|
|
132
|
1900 Wealth Management
San Antonio,
Texas
|
$9.34M
|
+$2.66M
|
+64,440
|
+40%
|
|
|
133
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$9.26M
|
+$9.15M
|
+221,734
|
New
|
|
|
134
|
IFP Advisors
Tampa,
Florida
|
$9.12M
|
+$8.07M
|
+195,569
|
+178%
|
|
|
135
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.07M
|
+$906K
|
+21,971
|
+11%
|
|
|
136
|
WrapManager Inc
Mill Valley,
California
|
$9.05M
|
-$118K
|
-2,852
|
-1%
|
|
|
137
|
Verus Capital Partners
Scottsdale,
Arizona
|
$8.58M
|
+$8.86M
|
+214,840
|
New
|
|
|
138
|
Truist Financial
Charlotte,
North Carolina
|
$8.53M
|
+$214K
|
+5,181
|
+3%
|
|
|
139
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8.39M
|
-$153K
|
-3,711
|
-2%
|
|
|
140
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.19M
|
-$499K
|
-12,094
|
-6%
|
|
|
141
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.14M
|
+$384K
|
+9,315
|
+5%
|
|
|
142
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.1M
|
-$370K
|
-8,974
|
-4%
|
|
|
143
|
Credit Suisse
Zurich,
Switzerland
|
$8.02M
|
+$7.56M
|
+183,312
|
+2,080%
|
|
|
144
|
Meridian Wealth Management
Lexington,
Kentucky
|
$7.97M
|
+$108K
|
+2,624
|
+1%
|
|
|
145
|
Waller Financial Planning Group
Columbus,
Ohio
|
$7.89M
|
-$80.7K
|
-1,956
|
-1%
|
|
|
146
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$7.86M
|
+$6.08M
|
+147,373
|
+362%
|
|
|
147
|
Hofer & Associates
Thousand Oaks,
California
|
$7.83M
|
+$177K
|
+4,301
|
+2%
|
|
|
148
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$7.77M
|
+$7.67M
|
+186,017
|
New
|
|
|
149
|
JT Stratford LLC
Gainesville,
Georgia
|
$7.55M
|
+$1.11M
|
+27,015
|
+18%
|
|
|
150
|
Pacific Financial Group
Bellevue,
Washington
|
$7.41M
|
-$607K
|
-14,717
|
-8%
|
|
