|
126
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1674万
|
+$100万
|
+8,137
|
+7%
|
|
|
127
|
KWMG LLC
Overland Park,
Kansas
|
$1666万
|
+$49.1万
|
+3,987
|
+3%
|
|
|
128
|
Quantinno Capital Management
New York
|
$1663万
|
+$466万
|
+37,808
|
+41%
|
|
|
129
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$1636万
|
+$683万
|
+55,435
|
+77%
|
|
|
130
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$1619万
|
+$47.1万
|
+3,820
|
+3%
|
|
|
131
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$1615万
|
-$17.7万
|
-1,433
|
-1%
|
|
|
132
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1604万
|
+$284万
|
+23,068
|
+23%
|
|
|
133
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1579万
|
-$78.6万
|
-6,379
|
-5%
|
|
|
134
|
Stifel Financial
St. Louis,
Missouri
|
$1537万
|
-$20.2万
|
-1,637
|
-1%
|
|
|
135
|
Marrick Wealth
Irvine,
California
|
$1507万
|
+$259万
|
+21,026
|
+22%
|
|
|
136
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$1482万
|
+$137万
|
+11,090
|
+11%
|
|
|
137
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$1468万
|
+$455万
|
+36,933
|
+48%
|
|
|
138
|
Kestra Investment Management
Austin,
Texas
|
$1458万
|
-$557万
|
-45,180
|
-28%
|
|
|
139
|
Private Advisor Group
Morristown,
New Jersey
|
$1445万
|
+$700万
|
+56,817
|
+101%
|
|
|
140
|
Family Office Research
Bethesda,
Maryland
|
$1427万
|
-$11.7万
|
-953
|
-0.8%
|
|
|
141
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1426万
|
+$16.3万
|
+1,325
|
+1%
|
|
|
142
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1421万
|
+$347万
|
+28,139
|
+34%
|
|
|
143
|
My Personal CFO LLC
Vancouver,
Washington
|
$1415万
|
-$83.1万
|
-6,746
|
-6%
|
|
|
144
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$1406万
|
+$3.79万
|
+308
|
+0.3%
|
|
|
145
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$1362万
|
+$1,232
|
+10
|
+0%
|
|
|
146
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$1356万
|
+$327万
|
+26,531
|
+33%
|
|
|
147
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$1334万
|
-$64.6万
|
-5,244
|
-0.7%
|
|
|
148
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1301万
|
-$56.3万
|
-4,571
|
-4%
|
|
|
149
|
Bull Oak Capital
San Diego,
California
|
$1301万
|
-$7.53万
|
-611
|
-0.6%
|
|
|
150
|
Generations Wealth LLC
Mason,
Ohio
|
$1263万
|
-$13.6万
|
-1,105
|
-1%
|
|
