|
151
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.17M
|
+$1.22M
|
+34,676
|
New
|
|
|
152
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.17M
|
+$492
|
+14
|
+0%
|
|
|
153
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.14M
|
+$1.12K
|
+32
|
+0.1%
|
|
|
154
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.12M
|
-$266K
|
-7,574
|
-18%
|
|
|
155
|
Capital International Investors
Los Angeles,
California
|
$1.11M
|
-$2.25K
|
-64
|
-0.2%
|
|
|
156
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.09M
|
-$62K
|
-1,766
|
-5%
|
|
|
157
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.09M
|
+$635K
|
+18,089
|
+111%
|
|
|
158
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.08M
|
+$155K
|
+4,411
|
+16%
|
|
|
159
|
Advisor Resource Council
Dallas,
Texas
|
$1.06M
|
+$1.11M
|
+31,716
|
New
|
|
|
160
|
|
$1.04M
|
+$30.4K
|
+865
|
+3%
|
|
|
161
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.03M
|
-$24.8K
|
-705
|
-2%
|
|
|
162
|
Lynch & Associates
Newburgh,
Indiana
|
$984K
|
+$326K
|
+9,286
|
+46%
|
|
|
163
|
Swisher Financial Concepts
Westerville,
Ohio
|
$975K
|
+$617K
|
+17,552
|
+151%
|
|
|
164
|
Balentine LLC
Atlanta,
Georgia
|
$972K
|
–
|
–
|
–
|
|
|
165
|
HBW Advisory Services
Simi Valley,
California
|
$968K
|
+$207K
|
+5,878
|
+25%
|
|
|
166
|
|
$956K
|
-$69K
|
-1,965
|
-6%
|
|
|
167
|
Cozad Asset Management
Champaign,
Illinois
|
$947K
|
+$287K
|
+8,174
|
+40%
|
|
|
168
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$946K
|
+$270K
|
+7,692
|
+37%
|
|
|
169
|
Steward Partners Investment Advisory
New York
|
$916K
|
-$5.97K
|
-170
|
-0.6%
|
|
|
170
|
Kestra Private Wealth Services
Austin,
Texas
|
$916K
|
+$25.5K
|
+725
|
+3%
|
|
|
171
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$871K
|
–
|
–
|
–
|
|
|
172
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$865K
|
+$121K
|
+3,445
|
+15%
|
|
|
173
|
Allworth Financial
Folsom,
California
|
$855K
|
+$38.8K
|
+1,104
|
+4%
|
|
|
174
|
Creative Planning
Overland Park,
Kansas
|
$838K
|
+$38.2K
|
+1,088
|
+5%
|
|
|
175
|
Belpointe Asset Management
Reno,
Nevada
|
$826K
|
+$35.2K
|
+1,001
|
+4%
|
|
