|
201
|
CVA Family Office
Denver,
Colorado
|
$19.4M
|
+$2.21M
|
+66,892
|
+13%
|
|
|
202
|
Investment Advisory Group
Hanover,
Massachusetts
|
$19.2M
|
+$150K
|
+4,529
|
+0.8%
|
|
|
203
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.1M
|
+$4.38M
|
+132,681
|
+31%
|
|
|
204
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.9M
|
-$296K
|
-8,959
|
-2%
|
|
|
205
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$18.9M
|
-$296K
|
-8,959
|
-2%
|
|
|
206
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$18.8M
|
+$6.84M
|
+207,134
|
+60%
|
|
|
207
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$18.6M
|
+$1.38M
|
+41,680
|
+8%
|
|
|
208
|
Summit Wealth Group
White River Junction,
Vermont
|
$18.3M
|
-$24.6M
|
-745,047
|
-58%
|
|
|
209
|
Simplicity Wealth
Summit,
New Jersey
|
$18M
|
-$17M
|
-516,094
|
-50%
|
|
|
210
|
Cahill Wealth Management
Portage,
Michigan
|
$17.6M
|
+$828K
|
+25,061
|
+5%
|
|
|
211
|
Diversify Wealth Management
Sandy,
Utah
|
$17.6M
|
-$20.5M
|
-621,370
|
-55%
|
|
|
212
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$17.5M
|
-$494K
|
-14,968
|
-3%
|
|
|
213
|
Cresset Asset Management
Chicago,
Illinois
|
$16.4M
|
-$16.2K
|
-490
|
-0.1%
|
|
|
214
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$16.1M
|
-$610K
|
-18,483
|
-4%
|
|
|
215
|
Signature Resources Capital Management
Newport Beach,
California
|
$16M
|
-$4.8M
|
-145,250
|
-24%
|
|
|
216
|
Hassell Wealth Management
Houma,
Louisiana
|
$15.9M
|
-$227K
|
-6,885
|
-1%
|
|
|
217
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15.8M
|
+$167K
|
+5,062
|
+1%
|
|
|
218
|
Hemington Wealth Management
Falls Church,
Virginia
|
$15.8M
|
-$373K
|
-11,286
|
-2%
|
|
|
219
|
Merit Financial Group
Alpharetta,
Georgia
|
$14.6M
|
+$88.3K
|
+2,674
|
+0.6%
|
|
|
220
|
|
$14.5M
|
+$206K
|
+6,248
|
+2%
|
|
|
221
|
Stifel Financial
St. Louis,
Missouri
|
$14.3M
|
+$292K
|
+8,844
|
+2%
|
|
|
222
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$14.1M
|
-$2.41M
|
-72,823
|
-15%
|
|
|
223
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$14.1M
|
+$774K
|
+23,421
|
+6%
|
|
|
224
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$4.58M
|
+138,654
|
+52%
|
|
|
225
|
Schubert & Co
Mckinney,
Texas
|
$13.8M
|
+$505K
|
+15,280
|
+4%
|
|
