|
151
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$6.44M
|
+$1.41M
|
+16,761
|
+30%
|
|
|
152
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.4M
|
-$315K
|
-3,744
|
-5%
|
|
|
153
|
Truepoint Inc
Cincinnati,
Ohio
|
$6.39M
|
+$3.03K
|
+36
|
+0.1%
|
|
|
154
|
|
$6.39M
|
+$534K
|
+6,355
|
+10%
|
|
|
155
|
Trilogy Capital
Irvine,
California
|
$6.37M
|
-$569K
|
-6,773
|
-9%
|
|
|
156
|
Cardiff Park Advisors
Carlsbad,
California
|
$6.35M
|
-$599K
|
-7,130
|
-9%
|
|
|
157
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.24M
|
+$2.87M
|
+34,137
|
+95%
|
|
|
158
|
Simplicity Wealth
Summit,
New Jersey
|
$6.14M
|
-$5.88M
|
-70,000
|
-50%
|
|
|
159
|
Hill Island Financial
Grand Rapids,
Michigan
|
$6.13M
|
+$666K
|
+7,922
|
+13%
|
|
|
160
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$6.03M
|
-$131K
|
-1,560
|
-2%
|
|
|
161
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$6.02M
|
+$182K
|
+2,170
|
+3%
|
|
|
162
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$6.01M
|
-$71.5K
|
-851
|
-1%
|
|
|
163
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.98M
|
+$5.64M
|
+67,135
|
New
|
|
|
164
|
Allworth Financial
Folsom,
California
|
$5.9M
|
-$163K
|
-1,939
|
-3%
|
|
|
165
|
Fortress Wealth Management
Culver City,
California
|
$5.82M
|
+$109K
|
+1,294
|
+2%
|
|
|
166
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$5.81M
|
+$533K
|
+6,342
|
+11%
|
|
|
167
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$5.75M
|
+$14.3K
|
+170
|
+0.3%
|
|
|
168
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$5.75M
|
+$2.61K
|
+31
|
+0%
|
|
|
169
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$5.75M
|
+$34.7K
|
+413
|
+0.6%
|
|
|
170
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$5.69M
|
-$372K
|
-4,421
|
-6%
|
|
|
171
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.63M
|
-$149K
|
-1,771
|
-3%
|
|
|
172
|
Fortitude Family Office
Scottsdale,
Arizona
|
$5.54M
|
+$579K
|
+6,891
|
+12%
|
|
|
173
|
Elevate Wealth Advisory
Athens,
Georgia
|
$5.49M
|
-$261K
|
-3,109
|
-5%
|
|
|
174
|
Leibman Financial Services
Louisville,
Nebraska
|
$5.35M
|
+$837K
|
+9,959
|
+20%
|
|
|
175
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$5.33M
|
+$5.03M
|
+59,832
|
New
|
|
