|
126
|
Principal Securities
Des Moines,
Iowa
|
$10.8M
|
+$1.63M
|
+45,083
|
+20%
|
|
|
127
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$10.7M
|
+$9.78M
|
+269,954
|
New
|
|
|
128
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$10.6M
|
+$652K
|
+17,996
|
+7%
|
|
|
129
|
Clearview Wealth Advisors
Salem,
Oregon
|
$10.5M
|
+$222K
|
+6,127
|
+2%
|
|
|
130
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$10.3M
|
-$190K
|
-5,248
|
-2%
|
|
|
131
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.2M
|
+$1.46M
|
+40,363
|
+19%
|
|
|
132
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$10.1M
|
+$600K
|
+16,543
|
+7%
|
|
|
133
|
CLG LLC
Long Beach,
California
|
$10.1M
|
+$6.13M
|
+169,163
|
+193%
|
|
|
134
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$10M
|
+$9.22M
|
+254,317
|
New
|
|
|
135
|
Tempus Wealth Planning
Irvine,
California
|
$10M
|
+$1.02M
|
+28,186
|
+12%
|
|
|
136
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10M
|
-$3.37M
|
-93,022
|
-27%
|
|
|
137
|
World Investment Advisors
Santa Barbara,
California
|
$9.92M
|
+$3.57M
|
+98,536
|
+65%
|
|
|
138
|
Kaizen Financial Strategies
Campbell,
California
|
$9.77M
|
+$463K
|
+12,773
|
+5%
|
|
|
139
|
Cresset Asset Management
Chicago,
Illinois
|
$9.67M
|
+$4.03M
|
+111,101
|
+83%
|
|
|
140
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$9.64M
|
+$382K
|
+10,536
|
+5%
|
|
|
141
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.49M
|
-$1.14M
|
-31,322
|
-12%
|
|
|
142
|
Greenbush Financial Group
Albany,
New York
|
$9.34M
|
+$1.2M
|
+33,190
|
+16%
|
|
|
143
|
Citadel Advisors
Miami,
Florida
|
$9.29M
|
+$8.44M
|
+232,737
|
+9,354%
|
|
|
144
|
Mission Wealth Management
Santa Barbara,
California
|
$9.08M
|
+$813K
|
+22,431
|
+11%
|
|
|
145
|
Magnus Financial Group
New York
|
$9.06M
|
+$4.28M
|
+118,169
|
+106%
|
|
|
146
|
Renaissance Technologies
New York
|
$9M
|
+$8.26M
|
+228,000
|
New
|
|
|
147
|
Beta Wealth Group
San Diego,
California
|
$8.9M
|
+$21.2K
|
+586
|
+0.3%
|
|
|
148
|
Essex Financial Services
Essex,
Connecticut
|
$8.82M
|
+$123K
|
+3,401
|
+2%
|
|
|
149
|
IMG Wealth Management
Jacksonville,
Florida
|
$8.79M
|
+$600K
|
+16,557
|
+8%
|
|
|
150
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.67M
|
+$485K
|
+13,380
|
+6%
|
|
