|
151
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$9.63M
|
-$7M
|
-67,833
|
-42%
|
|
|
152
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.35M
|
+$219K
|
+2,119
|
+2%
|
|
|
153
|
Equitable Holdings
New York
|
$9.33M
|
+$3.67M
|
+35,568
|
+64%
|
|
|
154
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$9.31M
|
+$799K
|
+7,742
|
+9%
|
|
|
155
|
Elevate Wealth Advisory
Athens,
Georgia
|
$9.3M
|
+$775K
|
+7,510
|
+9%
|
|
|
156
|
Trivant Custom Portfolio Group
San Diego,
California
|
$9.29M
|
+$98.8K
|
+958
|
+1%
|
|
|
157
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.25M
|
+$8.08M
|
+78,304
|
+639%
|
|
|
158
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.12M
|
+$6.03M
|
+58,492
|
+190%
|
|
|
159
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$9.06M
|
+$937K
|
+9,084
|
+11%
|
|
|
160
|
Western Reserve Capital Management
Hudson,
Ohio
|
$8.97M
|
+$1.25M
|
+12,100
|
+16%
|
|
|
161
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.8M
|
+$7.04M
|
+68,220
|
+381%
|
|
|
162
|
Private Advisory Group
Redmond,
Washington
|
$8.4M
|
+$1.24M
|
+11,989
|
+17%
|
|
|
163
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$8.26M
|
+$363K
|
+3,519
|
+5%
|
|
|
164
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$8.21M
|
+$246K
|
+2,385
|
+3%
|
|
|
165
|
Stephens Inc
Little Rock,
Arkansas
|
$8.13M
|
+$1.16M
|
+11,268
|
+17%
|
|
|
166
|
William Blair & Company
Chicago,
Illinois
|
$8.09M
|
-$282K
|
-2,730
|
-3%
|
|
|
167
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$8.04M
|
+$196K
|
+1,902
|
+2%
|
|
|
168
|
First Trust Bank
Nassau,
Bahamas
|
$8M
|
–
|
–
|
–
|
|
|
169
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$7.74M
|
+$1.16M
|
+11,219
|
+17%
|
|
|
170
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$7.72M
|
+$2.02M
|
+19,576
|
+35%
|
|
|
171
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.7M
|
+$363K
|
+3,524
|
+5%
|
|
|
172
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$7.69M
|
+$7.67M
|
+74,321
|
New
|
|
|
173
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$7.64M
|
-$3.82M
|
-37,077
|
-33%
|
|
|
174
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$7.56M
|
+$1.14M
|
+11,082
|
+18%
|
|
|
175
|
Integris Wealth Management
Monterey,
California
|
$7.54M
|
+$101K
|
+979
|
+1%
|
|
