|
151
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$14.7M
|
+$1.18M
|
+16,518
|
+9%
|
|
|
152
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.5M
|
-$1.34M
|
-18,652
|
-8%
|
|
|
153
|
Stratos Investment Management
Beachwood,
Ohio
|
$14.4M
|
+$1.38M
|
+19,208
|
+10%
|
|
|
154
|
FC Advisory
West Chester,
Pennsylvania
|
$14M
|
+$406K
|
+5,665
|
+3%
|
|
|
155
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$14M
|
+$192K
|
+2,679
|
+1%
|
|
|
156
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.9M
|
-$58.9K
|
-822
|
-0.4%
|
|
|
157
|
Argent Advisors
Monroe,
Louisiana
|
$13.8M
|
+$430K
|
+5,991
|
+3%
|
|
|
158
|
Karpus Investment Management
Pittsford,
New York
|
$13.7M
|
+$6.64M
|
+92,660
|
+90%
|
|
|
159
|
Holt Capital Partners
Fort Worth,
Texas
|
$13.6M
|
-$235K
|
-3,280
|
-2%
|
|
|
160
|
Meridian Wealth Management
Lexington,
Kentucky
|
$13.6M
|
+$307K
|
+4,285
|
+2%
|
|
|
161
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$13.5M
|
-$4.38M
|
-61,110
|
-24%
|
|
|
162
|
SouthState Corp
Winter Haven,
Florida
|
$13M
|
-$428K
|
-5,967
|
-3%
|
|
|
163
|
WealthShield Partners
Cary,
North Carolina
|
$13M
|
-$61.7K
|
-860
|
-0.5%
|
|
|
164
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.6M
|
-$5.42M
|
-75,640
|
-30%
|
|
|
165
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$12.6M
|
+$487K
|
+6,796
|
+4%
|
|
|
166
|
Journey Advisory Group
Covington,
Kentucky
|
$12.5M
|
-$155K
|
-2,162
|
-1%
|
|
|
167
|
Sentinus LLC
Oak Brook,
Illinois
|
$12.3M
|
+$415K
|
+5,786
|
+3%
|
|
|
168
|
Allworth Financial
Folsom,
California
|
$12.3M
|
+$127K
|
+1,766
|
+1%
|
|
|
169
|
SVRN Asset Management
Austin,
Texas
|
$12.1M
|
-$2.98M
|
-41,563
|
-19%
|
|
|
170
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$11.9M
|
+$2.51M
|
+35,069
|
+26%
|
|
|
171
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$11.9M
|
+$292K
|
+4,076
|
+2%
|
|
|
172
|
Summit Financial
Parsippany,
New Jersey
|
$11.8M
|
+$290K
|
+4,047
|
+2%
|
|
|
173
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$11.8M
|
-$27.2K
|
-379
|
-0.2%
|
|
|
174
|
|
$11.8M
|
+$1.91M
|
+26,589
|
+19%
|
|
|
175
|
TriaGen Wealth Management
Calabasas,
California
|
$11.8M
|
+$409K
|
+5,708
|
+4%
|
|
