|
226
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$11.5M
|
+$1.43M
|
+31,381
|
+14%
|
|
|
227
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$11.5M
|
+$528K
|
+11,574
|
+5%
|
|
|
228
|
Diversify Wealth Management
Sandy,
Utah
|
$11.4M
|
+$261K
|
+5,712
|
+2%
|
|
|
229
|
Diversify Advisory Services
Sandy,
Utah
|
$11.4M
|
+$11.5M
|
+252,758
|
New
|
|
|
230
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$11.3M
|
-$78.4K
|
-1,719
|
-0.7%
|
|
|
231
|
Steph & Co
Marinette,
Wisconsin
|
$11.3M
|
+$628K
|
+13,759
|
+6%
|
|
|
232
|
FWG Holdings
Winter Park,
Florida
|
$11.3M
|
-$1.99M
|
-43,595
|
-15%
|
|
|
233
|
49 Wealth Management
Austin,
Texas
|
$11.1M
|
+$11.1M
|
+244,333
|
New
|
|
|
234
|
|
$11.1M
|
+$11.1M
|
+244,333
|
New
|
|
|
235
|
EP Wealth Advisors
Torrance,
California
|
$11M
|
+$10.4M
|
+228,633
|
+1,824%
|
|
|
236
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$11M
|
+$2.79M
|
+61,214
|
+34%
|
|
|
237
|
Mariner
Overland Park,
Kansas
|
$10.8M
|
-$14.9M
|
-327,237
|
-58%
|
|
|
238
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$617K
|
+13,529
|
+6%
|
|
|
239
|
Sachetta
Lynnfield,
Massachusetts
|
$10.2M
|
+$1.29M
|
+28,211
|
+14%
|
|
|
240
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$9.93M
|
+$289K
|
+6,345
|
+3%
|
|
|
241
|
SilverOak Wealth Management
Edina,
Minnesota
|
$9.92M
|
+$2.14M
|
+46,836
|
+27%
|
|
|
242
|
Schuylkill Financial
Wyomissing,
Pennsylvania
|
$9.81M
|
+$9.83M
|
+215,562
|
New
|
|
|
243
|
WNY Asset Management
Williamsville,
New York
|
$9.8M
|
+$356K
|
+7,809
|
+4%
|
|
|
244
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$9.62M
|
+$668K
|
+14,650
|
+7%
|
|
|
245
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$9.62M
|
+$774K
|
+16,959
|
+9%
|
|
|
246
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$9.57M
|
+$2.47M
|
+54,101
|
+35%
|
|
|
247
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$9.34M
|
+$787K
|
+17,255
|
+9%
|
|
|
248
|
Sonoma Allocations
Santa Rosa,
California
|
$9.27M
|
+$465K
|
+10,184
|
+5%
|
|
|
249
|
Williams & Novak
Westlake Village,
California
|
$9.21M
|
-$1.52M
|
-33,375
|
-14%
|
|
|
250
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$9.12M
|
-$1.59M
|
-34,906
|
-15%
|
|
