|
226
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.1M
|
-$1.34M
|
-37,967
|
-6%
|
|
|
227
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$20.1M
|
+$920K
|
+26,112
|
+5%
|
|
|
228
|
Avantax Planning Partners
Dubuque,
Iowa
|
$19.8M
|
-$268K
|
-7,612
|
-1%
|
|
|
229
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.6M
|
+$279K
|
+7,923
|
+1%
|
|
|
230
|
Investment Advisory Group
Hanover,
Massachusetts
|
$19.4M
|
+$46.1K
|
+1,310
|
+0.2%
|
|
|
231
|
Summit Wealth Group
White River Junction,
Vermont
|
$19.3M
|
+$765K
|
+21,715
|
+4%
|
|
|
232
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$19.1M
|
-$903K
|
-25,627
|
-4%
|
|
|
233
|
Cahill Wealth Management
Portage,
Michigan
|
$19.1M
|
+$1.36M
|
+38,510
|
+8%
|
|
|
234
|
JDH Wealth Management
Santa Rosa,
California
|
$18.9M
|
+$19.3M
|
+547,067
|
New
|
|
|
235
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$18.8M
|
+$127K
|
+3,599
|
+0.7%
|
|
|
236
|
Diversify Wealth Management
Sandy,
Utah
|
$18.3M
|
+$845K
|
+23,982
|
+5%
|
|
|
237
|
Financial Harvest
Winter Park,
Florida
|
$18.3M
|
+$18.6M
|
+528,275
|
New
|
|
|
238
|
Daner Wealth Management
Alpharetta,
Georgia
|
$18.2M
|
+$17.9M
|
+507,031
|
New
|
|
|
239
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$17.9M
|
+$264K
|
+7,496
|
+1%
|
|
|
240
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$17.5M
|
-$2.19M
|
-62,246
|
-11%
|
|
|
241
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$17.3M
|
+$1.33M
|
+37,673
|
+8%
|
|
|
242
|
Signature Resources Capital Management
Newport Beach,
California
|
$16.9M
|
+$767K
|
+21,777
|
+5%
|
|
|
243
|
Mission Wealth Management
Santa Barbara,
California
|
$16.6M
|
+$13.2M
|
+374,191
|
+356%
|
|
|
244
|
Hassell Wealth Management
Houma,
Louisiana
|
$16.4M
|
-$372K
|
-10,557
|
-2%
|
|
|
245
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.2M
|
+$4.68M
|
+132,880
|
+39%
|
|
|
246
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.9M
|
+$1.16M
|
+32,960
|
+8%
|
|
|
247
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$15.8M
|
+$16.1M
|
+458,049
|
New
|
|
|
248
|
Hemington Wealth Management
Falls Church,
Virginia
|
$15.8M
|
-$252K
|
-7,159
|
-2%
|
|
|
249
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$15.7M
|
+$1.58M
|
+44,955
|
+11%
|
|
|
250
|
Cresset Asset Management
Chicago,
Illinois
|
$15.7M
|
-$865K
|
-24,554
|
-5%
|
|
