|
176
|
GoalFusion Wealth Management
Austin,
Texas
|
$16.2M
|
+$831K
|
+10,102
|
+5%
|
|
|
177
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.2M
|
+$89.8K
|
+1,092
|
+0.6%
|
|
|
178
|
West Financial Advisors
Des Moines,
Iowa
|
$15.8M
|
+$5.66M
|
+68,839
|
+58%
|
|
|
179
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$15.7M
|
+$1.18M
|
+14,310
|
+8%
|
|
|
180
|
Park Avenue Securities
New York
|
$15.7M
|
+$1.2M
|
+14,647
|
+9%
|
|
|
181
|
Wealthfront Advisers
Palo Alto,
California
|
$15.6M
|
-$731K
|
-8,896
|
-5%
|
|
|
182
|
Modera Wealth Management
Westwood,
New Jersey
|
$15.5M
|
+$303K
|
+3,685
|
+2%
|
|
|
183
|
Avior Wealth Management
Omaha,
Nebraska
|
$15.2M
|
+$669K
|
+8,132
|
+5%
|
|
|
184
|
Kestra Advisory Services
Austin,
Texas
|
$15.2M
|
+$6.15M
|
+74,765
|
+70%
|
|
|
185
|
Alpha Cubed Investments
Irvine,
California
|
$15.1M
|
-$193K
|
-2,345
|
-1%
|
|
|
186
|
Raymond James Trust
St. Petersburg,
Florida
|
$15M
|
+$2.3M
|
+28,011
|
+19%
|
|
|
187
|
United Services Automobile Association
San Antonio,
Texas
|
$14.9M
|
-$350K
|
-4,260
|
-2%
|
|
|
188
|
Great Lakes Retirement
Sandusky,
Ohio
|
$14.6M
|
+$14.3M
|
+174,374
|
+268,268%
|
|
|
189
|
First National Trust
Hermitage,
Pennsylvania
|
$14.5M
|
+$1.24M
|
+15,025
|
+9%
|
|
|
190
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$14.5M
|
+$211K
|
+2,569
|
+2%
|
|
|
191
|
Pacific Wealth Management
San Diego,
California
|
$14.1M
|
+$740K
|
+8,999
|
+6%
|
|
|
192
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.8M
|
+$5.14M
|
+62,468
|
+61%
|
|
|
193
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$13.6M
|
+$3.84M
|
+46,756
|
+40%
|
|
|
194
|
Rockefeller Capital Management
New York
|
$13.6M
|
-$1.41M
|
-17,191
|
-10%
|
|
|
195
|
Roundview Capital
Princeton,
New Jersey
|
$13.4M
|
+$1.19M
|
+14,489
|
+10%
|
|
|
196
|
Cordant Inc
Portland,
Oregon
|
$13.4M
|
+$555K
|
+6,753
|
+4%
|
|
|
197
|
Atria Wealth Solutions
New York
|
$13.2M
|
+$2.02M
|
+24,521
|
+18%
|
|
|
198
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$13.2M
|
+$87.2K
|
+1,060
|
+0.7%
|
|
|
199
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.2M
|
+$9.12M
|
+110,954
|
+240%
|
|
|
200
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$13.1M
|
+$1.54M
|
+18,724
|
+14%
|
|
