|
126
|
GeoWealth Management
Chicago,
Illinois
|
$25.5M
|
-$2.26M
|
-37,587
|
-8%
|
|
|
127
|
Kestra Private Wealth Services
Austin,
Texas
|
$25.5M
|
+$5.77M
|
+95,922
|
+30%
|
|
|
128
|
Cypress Wealth Services
Palm Desert,
California
|
$25.5M
|
+$2.06M
|
+34,236
|
+9%
|
|
|
129
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$25.3M
|
+$3.26M
|
+54,281
|
+15%
|
|
|
130
|
Unique Wealth
Clearwater,
Florida
|
$25.3M
|
+$525K
|
+8,735
|
+2%
|
|
|
131
|
Principal Securities
Des Moines,
Iowa
|
$24.9M
|
+$5.35M
|
+88,893
|
+28%
|
|
|
132
|
One Advisory Partners
Overland Park,
Kansas
|
$24.6M
|
+$389K
|
+6,474
|
+2%
|
|
|
133
|
Rockefeller Capital Management
New York
|
$24.1M
|
+$5.94M
|
+98,814
|
+33%
|
|
|
134
|
Apeiron RIA
Dallas,
Texas
|
$24M
|
+$6.37M
|
+105,969
|
+37%
|
|
|
135
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$23.4M
|
-$522K
|
-8,688
|
-2%
|
|
|
136
|
Perennial Investment Advisors
Los Angeles,
California
|
$23.3M
|
+$134K
|
+2,231
|
+0.6%
|
|
|
137
|
MAI Capital Management
Independence,
Ohio
|
$23.3M
|
+$798K
|
+13,262
|
+4%
|
|
|
138
|
Brookstone Capital Management
Wheaton,
Illinois
|
$23.2M
|
+$1.32M
|
+21,955
|
+6%
|
|
|
139
|
Royal Harbor Partners
Houston,
Texas
|
$23.1M
|
+$208K
|
+3,464
|
+0.9%
|
|
|
140
|
The Wealth Group
Eden Prairie,
Minnesota
|
$22.7M
|
+$6.39M
|
+106,188
|
+40%
|
|
|
141
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$22.3M
|
+$1.5M
|
+24,937
|
+7%
|
|
|
142
|
SWMG LLC
Fort Worth,
Texas
|
$21.4M
|
+$1.17M
|
+19,499
|
+6%
|
|
|
143
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$21.2M
|
+$249K
|
+4,141
|
+1%
|
|
|
144
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$21M
|
+$5.51M
|
+91,558
|
+36%
|
|
|
145
|
Concurrent Investment Advisors
Tampa,
Florida
|
$20.9M
|
+$10.2M
|
+169,364
|
+97%
|
|
|
146
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$20.7M
|
+$5.07M
|
+84,279
|
+33%
|
|
|
147
|
Kilter Group
Rhinebeck,
New York
|
$20.3M
|
+$1.79M
|
+29,737
|
+10%
|
|
|
148
|
TSA Wealth Management
Houston,
Texas
|
$20M
|
-$153K
|
-2,544
|
-0.8%
|
|
|
149
|
Regal Investment Advisors
Kentwood,
Michigan
|
$19.9M
|
+$3.33M
|
+55,342
|
+20%
|
|
|
150
|
Blue Trust Inc
Alpharetta,
Georgia
|
$19.8M
|
-$1.69M
|
-28,147
|
-8%
|
|
