|
151
|
INVST
Indianapolis,
Indiana
|
$10.5M
|
+$1.07M
|
+21,408
|
+12%
|
|
|
152
|
FinDec Wealth Services
Stockton,
California
|
$10.5M
|
-$614K
|
-12,272
|
-6%
|
|
|
153
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$10.4M
|
-$757K
|
-15,123
|
-7%
|
|
|
154
|
Vise Technologies
New York
|
$10.4M
|
+$3.28M
|
+65,616
|
+48%
|
|
|
155
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.4M
|
+$9.45M
|
+188,840
|
+1,652%
|
|
|
156
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.3M
|
-$109K
|
-2,184
|
-1%
|
|
|
157
|
Root Financial Partners
Encinitas,
California
|
$10.1M
|
-$1.25M
|
-25,001
|
-11%
|
|
|
158
|
Semitam Bonam
Goshen,
New York
|
$10M
|
+$348K
|
+6,959
|
+4%
|
|
|
159
|
American Capital Advisory
Ketchum,
Idaho
|
$9.73M
|
-$10.8K
|
-216
|
-0.1%
|
|
|
160
|
International Private Wealth Advisors
San Diego,
California
|
$9.67M
|
+$56.1K
|
+1,120
|
+0.6%
|
|
|
161
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$9.6M
|
+$93.7K
|
+1,873
|
+1%
|
|
|
162
|
Kennedy Investment Group
West Depford,
New Jersey
|
$9.44M
|
+$602K
|
+12,031
|
+7%
|
|
|
163
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.23M
|
+$1.13M
|
+22,502
|
+14%
|
|
|
164
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$9.05M
|
-$285K
|
-5,703
|
-3%
|
|
|
165
|
Lido Advisors
Los Angeles,
California
|
$9M
|
-$9.23M
|
-184,341
|
-51%
|
|
|
166
|
Forteris Wealth Management
Armonk,
New York
|
$8.93M
|
+$482K
|
+9,631
|
+6%
|
|
|
167
|
My Personal CFO LLC
Vancouver,
Washington
|
$8.88M
|
+$242K
|
+4,829
|
+3%
|
|
|
168
|
Helen Stephens Group
Fort Worth,
Texas
|
$8.4M
|
-$24.7K
|
-494
|
-0.3%
|
|
|
169
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$8.38M
|
-$43.6K
|
-871
|
-0.5%
|
|
|
170
|
Mattern Wealth Management
Lawrence,
Kansas
|
$8.34M
|
+$500K
|
+10,000
|
+7%
|
|
|
171
|
3 Factor Indexing
Sacramento,
California
|
$8.29M
|
-$396K
|
-7,914
|
-5%
|
|
|
172
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$7.88M
|
-$403K
|
-8,043
|
-5%
|
|
|
173
|
Morton Capital Management
Calabasas,
California
|
$7.76M
|
+$47.1K
|
+941
|
+0.6%
|
|
|
174
|
Chico Wealth RIA
Chico,
California
|
$7.73M
|
–
|
–
|
–
|
|
|
175
|
|
$7.68M
|
-$1.98M
|
-39,572
|
-21%
|
|
