|
151
|
Eagle Strategies
New York
|
$16.4M
|
-$188K
|
-2,554
|
-1%
|
|
|
152
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$15.7M
|
+$569K
|
+7,706
|
+4%
|
|
|
153
|
Planning Strategies
Lancaster,
Pennsylvania
|
$15.6M
|
+$15.1M
|
+205,356
|
New
|
|
|
154
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$15.4M
|
-$698K
|
-9,468
|
-4%
|
|
|
155
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$15.3M
|
+$2.41M
|
+32,670
|
+19%
|
|
|
156
|
Argent Advisors
Monroe,
Louisiana
|
$15.3M
|
+$437K
|
+5,925
|
+3%
|
|
|
157
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$15.2M
|
+$190K
|
+2,571
|
+1%
|
|
|
158
|
Stratos Investment Management
Beachwood,
Ohio
|
$15.2M
|
-$371K
|
-5,034
|
-2%
|
|
|
159
|
FC Advisory
West Chester,
Pennsylvania
|
$15.1M
|
+$4.94K
|
+67
|
+0%
|
|
|
160
|
Gimbal Financial
Carmel,
Indiana
|
$15.1M
|
+$14.7M
|
+199,017
|
New
|
|
|
161
|
WealthShield Partners
Cary,
North Carolina
|
$15M
|
+$955K
|
+12,947
|
+7%
|
|
|
162
|
Concurrent Investment Advisors
Tampa,
Florida
|
$15M
|
+$6.68M
|
+90,503
|
+84%
|
|
|
163
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15M
|
-$1.3M
|
-17,567
|
-8%
|
|
|
164
|
Churchill Financial Advisors
Louisville,
Kentucky
|
$15M
|
+$3.48M
|
+47,205
|
+31%
|
|
|
165
|
Karpus Investment Management
Pittsford,
New York
|
$14.9M
|
+$111K
|
+1,502
|
+0.8%
|
|
|
166
|
Meridian Wealth Management
Lexington,
Kentucky
|
$14.8M
|
+$206K
|
+2,792
|
+1%
|
|
|
167
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.8M
|
+$7.44M
|
+100,866
|
+107%
|
|
|
168
|
SouthState Corp
Winter Haven,
Florida
|
$14.5M
|
+$391K
|
+5,301
|
+3%
|
|
|
169
|
Holt Capital Partners
Fort Worth,
Texas
|
$14.3M
|
-$331K
|
-4,484
|
-2%
|
|
|
170
|
Kestra Private Wealth Services
Austin,
Texas
|
$13.9M
|
-$3.21M
|
-43,473
|
-19%
|
|
|
171
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$13.9M
|
-$585K
|
-7,927
|
-4%
|
|
|
172
|
Valmark Advisers
Akron,
Ohio
|
$13.9M
|
+$1.63M
|
+22,034
|
+14%
|
|
|
173
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$13.8M
|
+$185K
|
+2,502
|
+1%
|
|
|
174
|
|
$13.6M
|
+$965K
|
+13,086
|
+8%
|
|
|
175
|
Journey Advisory Group
Covington,
Kentucky
|
$13.3M
|
-$175K
|
-2,369
|
-1%
|
|
