|
126
|
Concurrent Investment Advisors
Tampa,
Florida
|
$16.7M
|
+$1M
|
+8,137
|
+7%
|
|
|
127
|
KWMG LLC
Overland Park,
Kansas
|
$16.7M
|
+$491K
|
+3,987
|
+3%
|
|
|
128
|
Quantinno Capital Management
New York
|
$16.6M
|
+$4.66M
|
+37,808
|
+41%
|
|
|
129
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$16.4M
|
+$6.83M
|
+55,435
|
+77%
|
|
|
130
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$16.2M
|
+$471K
|
+3,820
|
+3%
|
|
|
131
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$16.1M
|
-$177K
|
-1,433
|
-1%
|
|
|
132
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$16M
|
+$2.84M
|
+23,068
|
+23%
|
|
|
133
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$15.8M
|
-$786K
|
-6,379
|
-5%
|
|
|
134
|
Stifel Financial
St. Louis,
Missouri
|
$15.4M
|
-$202K
|
-1,637
|
-1%
|
|
|
135
|
Marrick Wealth
Irvine,
California
|
$15.1M
|
+$2.59M
|
+21,026
|
+22%
|
|
|
136
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$14.8M
|
+$1.37M
|
+11,090
|
+11%
|
|
|
137
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$14.7M
|
+$4.55M
|
+36,933
|
+48%
|
|
|
138
|
Kestra Investment Management
Austin,
Texas
|
$14.6M
|
-$5.57M
|
-45,180
|
-28%
|
|
|
139
|
Private Advisor Group
Morristown,
New Jersey
|
$14.5M
|
+$7M
|
+56,817
|
+101%
|
|
|
140
|
Family Office Research
Bethesda,
Maryland
|
$14.3M
|
-$117K
|
-953
|
-0.8%
|
|
|
141
|
Meredith Wealth Planning
Maryville,
Illinois
|
$14.3M
|
+$163K
|
+1,325
|
+1%
|
|
|
142
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$14.2M
|
+$3.47M
|
+28,139
|
+34%
|
|
|
143
|
My Personal CFO LLC
Vancouver,
Washington
|
$14.1M
|
-$831K
|
-6,746
|
-6%
|
|
|
144
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$14.1M
|
+$37.9K
|
+308
|
+0.3%
|
|
|
145
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$13.6M
|
+$1.23K
|
+10
|
+0%
|
|
|
146
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$13.6M
|
+$3.27M
|
+26,531
|
+33%
|
|
|
147
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$13.3M
|
-$646K
|
-5,244
|
-0.7%
|
|
|
148
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13M
|
-$563K
|
-4,571
|
-4%
|
|
|
149
|
Bull Oak Capital
San Diego,
California
|
$13M
|
-$75.3K
|
-611
|
-0.6%
|
|
|
150
|
Generations Wealth LLC
Mason,
Ohio
|
$12.6M
|
-$136K
|
-1,105
|
-1%
|
|
