|
126
|
Horizon Investments
Charlotte,
North Carolina
|
$6.76M
|
+$374K
|
+3,592
|
+6%
|
|
|
127
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$6.67M
|
+$261K
|
+2,512
|
+4%
|
|
|
128
|
Country Club Bank
Kansas City,
Missouri
|
$6.61M
|
-$212K
|
-2,035
|
-3%
|
|
|
129
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.59M
|
-$20.1M
|
-193,437
|
-76%
|
|
|
130
|
Jordan Park Group
San Francisco,
California
|
$6.5M
|
-$1.9M
|
-18,254
|
-23%
|
|
|
131
|
Clarius Group LLC
Seattle,
Washington
|
$6.48M
|
+$3.55M
|
+34,163
|
+125%
|
|
|
132
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.45M
|
+$809K
|
+7,782
|
+15%
|
|
|
133
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$6.45M
|
+$1.56M
|
+15,019
|
+33%
|
|
|
134
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.36M
|
+$39.9K
|
+384
|
+0.6%
|
|
|
135
|
Lutz Financial Services
Omaha,
Nebraska
|
$6.29M
|
-$964K
|
-9,270
|
-13%
|
|
|
136
|
Elmwood Wealth Management
Berkeley,
California
|
$6.15M
|
-$95.4K
|
-917
|
-2%
|
|
|
137
|
LJI Wealth Management
Indianapolis,
Indiana
|
$6.12M
|
+$3.61M
|
+34,660
|
+148%
|
|
|
138
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.09M
|
-$939K
|
-9,026
|
-14%
|
|
|
139
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.87M
|
+$293K
|
+2,812
|
+5%
|
|
|
140
|
Zhang Financial
Portage,
Michigan
|
$5.78M
|
-$677K
|
-6,511
|
-11%
|
|
|
141
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.77M
|
-$658K
|
-6,322
|
-10%
|
|
|
142
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$5.71M
|
+$803K
|
+7,717
|
+17%
|
|
|
143
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$5.71M
|
-$159K
|
-1,526
|
-3%
|
|
|
144
|
EP Wealth Advisors
Torrance,
California
|
$5.67M
|
+$226K
|
+2,174
|
+4%
|
|
|
145
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.65M
|
+$310K
|
+2,979
|
+6%
|
|
|
146
|
Austin Private Wealth
Austin,
Texas
|
$5.64M
|
+$16.1K
|
+155
|
+0.3%
|
|
|
147
|
PDS Planning
Dublin,
Ohio
|
$5.6M
|
-$2.54M
|
-24,459
|
-32%
|
|
|
148
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.59M
|
+$5.52M
|
+53,032
|
New
|
|
|
149
|
Truist Financial
Charlotte,
North Carolina
|
$5.59M
|
-$91.4K
|
-879
|
-2%
|
|
|
150
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$5.56M
|
-$636K
|
-6,111
|
-10%
|
|
