|
176
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$9.48M
|
+$346K
|
+6,876
|
+4%
|
|
|
177
|
XY Planning Network
Bozeman,
Montana
|
$9.47M
|
+$1.55M
|
+30,784
|
+20%
|
|
|
178
|
Finhabits Advisors
New York
|
$9.46M
|
+$526K
|
+10,465
|
+6%
|
|
|
179
|
NVWM LLC
Yardley,
Pennsylvania
|
$9.32M
|
+$323K
|
+6,433
|
+4%
|
|
|
180
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9.14M
|
+$521K
|
+10,364
|
+6%
|
|
|
181
|
Wright Wealth
Atlanta,
Georgia
|
$9.13M
|
+$420K
|
+8,347
|
+5%
|
|
|
182
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$8.99M
|
+$465K
|
+9,249
|
+5%
|
|
|
183
|
HBE Wealth Management
Lincoln,
Nebraska
|
$8.97M
|
+$540K
|
+10,751
|
+6%
|
|
|
184
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$8.94M
|
-$133K
|
-2,636
|
-1%
|
|
|
185
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$8.9M
|
+$40.1K
|
+798
|
+0.5%
|
|
|
186
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$8.9M
|
-$85.8K
|
-1,706
|
-1%
|
|
|
187
|
Robinswood Financial
Kirkland,
Washington
|
$8.86M
|
+$616K
|
+12,252
|
+7%
|
|
|
188
|
Steward Partners Investment Advisory
New York
|
$8.63M
|
+$270K
|
+5,378
|
+3%
|
|
|
189
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$8.54M
|
+$8.54M
|
+169,981
|
New
|
|
|
190
|
Gradient Capital Advisors
San Diego,
California
|
$8.53M
|
+$397K
|
+7,901
|
+5%
|
|
|
191
|
Bulwark Capital
Fernandina Beach,
Florida
|
$8.49M
|
-$201K
|
-3,993
|
-2%
|
|
|
192
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.45M
|
+$566K
|
+11,267
|
+7%
|
|
|
193
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.45M
|
+$1.14M
|
+22,720
|
+16%
|
|
|
194
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.44M
|
+$2.64M
|
+52,513
|
+45%
|
|
|
195
|
Guild Investment Management
Los Angeles,
California
|
$8.3M
|
-$8.37M
|
-166,585
|
-50%
|
|
|
196
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.22M
|
+$3.61M
|
+71,809
|
+78%
|
|
|
197
|
Advisory Services Network
Atlanta,
Georgia
|
$8.2M
|
+$428K
|
+8,512
|
+5%
|
|
|
198
|
Family CFO
Los Altos,
California
|
$8.2M
|
+$361K
|
+7,188
|
+5%
|
|
|
199
|
Roundview Capital
Princeton,
New Jersey
|
$8.17M
|
+$399K
|
+7,938
|
+5%
|
|
|
200
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$8.04M
|
-$93.2K
|
-1,854
|
-1%
|
|
