|
126
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.43M
|
+$2.43M
|
+34,322
|
New
|
|
|
127
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.4M
|
+$240K
|
+3,393
|
+11%
|
|
|
128
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.38M
|
+$2.38M
|
+33,569
|
New
|
|
|
129
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.32M
|
+$2.31M
|
+32,669
|
New
|
|
|
130
|
Bridge Advisory
Pasadena,
California
|
$2.26M
|
+$51K
|
+720
|
+2%
|
|
|
131
|
SageView Advisory Group
Newport Beach,
California
|
$2.25M
|
-$21K
|
-297
|
-0.9%
|
|
|
132
|
|
$2.21M
|
-$11K
|
-155
|
-0.5%
|
|
|
133
|
Magnus Financial Group
New York
|
$2.15M
|
+$35K
|
+494
|
+2%
|
|
|
134
|
Silverlake Wealth Management
Williston,
Vermont
|
$2.15M
|
+$15.6K
|
+221
|
+0.7%
|
|
|
135
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.14M
|
+$2.14M
|
+30,230
|
New
|
|
|
136
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$2.1M
|
-$62.5K
|
-883
|
-3%
|
|
|
137
|
Mercer Global Advisors
Denver,
Colorado
|
$2.07M
|
-$20.7M
|
-292,393
|
-91%
|
|
|
138
|
Prosperity Planning
Kansas City,
Missouri
|
$2.05M
|
+$83.1K
|
+1,174
|
+4%
|
|
|
139
|
KWB Wealth
Redlands,
California
|
$2.05M
|
–
|
–
|
–
|
|
|
140
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.03M
|
+$359K
|
+5,073
|
+22%
|
|
|
141
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.9M
|
+$1.9M
|
+26,852
|
New
|
|
|
142
|
Ruedi Wealth Management
Champaign,
Illinois
|
$1.89M
|
+$18.5K
|
+262
|
+1%
|
|
|
143
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$1.78M
|
+$1.77M
|
+25,057
|
New
|
|
|
144
|
WealthSource Partners
San Luis Obispo,
California
|
$1.65M
|
-$566
|
-8
|
-0%
|
|
|
145
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1.64M
|
+$9.34K
|
+132
|
+0.6%
|
|
|
146
|
|
$1.61M
|
+$730K
|
+10,318
|
+84%
|
|
|
147
|
Mariner
Overland Park,
Kansas
|
$1.59M
|
+$1.59M
|
+22,485
|
New
|
|
|
148
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.59M
|
+$187K
|
+2,638
|
+13%
|
|
|
149
|
|
$1.56M
|
+$40.3K
|
+569
|
+3%
|
|
|
150
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.5M
|
–
|
–
|
–
|
|
