|
201
|
Golden Road Advisors
Tampa,
Florida
|
$50.2M
|
+$1.29M
|
+16,632
|
+2%
|
|
|
202
|
Permanens Capital
New York
|
$50.2M
|
-$21.8M
|
-280,392
|
-29%
|
|
|
203
|
TL Private Wealth
Southlake,
Texas
|
$49M
|
-$1.15M
|
-14,808
|
-2%
|
|
|
204
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$48.8M
|
+$829K
|
+10,656
|
+2%
|
|
|
205
|
One Capital Management
Westlake Village,
California
|
$48.8M
|
+$31.4M
|
+403,398
|
+151%
|
|
|
206
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$48.6M
|
+$4.85M
|
+62,298
|
+10%
|
|
|
207
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$47.5M
|
-$1.55M
|
-19,932
|
-3%
|
|
|
208
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$47.2M
|
+$1.1M
|
+14,178
|
+2%
|
|
|
209
|
Wealth Analytics Partners
San Diego,
California
|
$46.6M
|
-$485K
|
-6,240
|
-1%
|
|
|
210
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$46.3M
|
-$436K
|
-5,610
|
-0.9%
|
|
|
211
|
Rise Advisors
Rochester,
New York
|
$46.2M
|
+$1.56M
|
+20,040
|
+3%
|
|
|
212
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$45.6M
|
+$2.96M
|
+38,088
|
+6%
|
|
|
213
|
Perigon Wealth Management
San Francisco,
California
|
$45.4M
|
+$3.18M
|
+40,938
|
+7%
|
|
|
214
|
Wealthfront Advisers
Palo Alto,
California
|
$44.7M
|
-$1.33M
|
-17,088
|
-3%
|
|
|
215
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$44.5M
|
+$1.03M
|
+13,302
|
+2%
|
|
|
216
|
Dodds Wealth
Greenwood Village,
Colorado
|
$44.3M
|
-$677K
|
-8,700
|
-1%
|
|
|
217
|
First Horizon Corporation
Memphis,
Tennessee
|
$43.8M
|
+$2.88M
|
+37,020
|
+7%
|
|
|
218
|
Strata Wealth Advisors
Dallas,
Texas
|
$43.4M
|
-$188K
|
-2,418
|
-0.4%
|
|
|
219
|
AE Wealth Management
Topeka,
Kansas
|
$43.4M
|
+$3.92M
|
+50,346
|
+9%
|
|
|
220
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$43.2M
|
-$1.88M
|
-24,174
|
-4%
|
|
|
221
|
VestGen Advisors
Inverness,
Illinois
|
$43.1M
|
+$211M
|
+2,711,970
|
+973%
|
|
|
222
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$43M
|
+$13.9M
|
+179,112
|
+44%
|
|
|
223
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$42.7M
|
+$1.17M
|
+15,066
|
+3%
|
|
|
224
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$42.7M
|
+$1.71M
|
+22,002
|
+4%
|
|
|
225
|
PFG Advisors
Phoenix,
Arizona
|
$42.6M
|
-$9.38M
|
-120,558
|
-17%
|
|
