|
126
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$6.42M
|
+$2.78M
|
+54,615
|
+77%
|
|
|
127
|
Kesler Norman & Wride
Ogden,
Utah
|
$6.41M
|
+$80.1K
|
+1,573
|
+1%
|
|
|
128
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$6.38M
|
+$157K
|
+3,075
|
+3%
|
|
|
129
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$6.38M
|
-$101K
|
-1,986
|
-2%
|
|
|
130
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$6.26M
|
+$216K
|
+4,236
|
+4%
|
|
|
131
|
Ocean Park Asset Management
Santa Monica,
California
|
$6.24M
|
-$759K
|
-14,900
|
-11%
|
|
|
132
|
JT Stratford LLC
Gainesville,
Georgia
|
$6.14M
|
+$450K
|
+8,837
|
+8%
|
|
|
133
|
Callan Family Office
Radnor,
Pennsylvania
|
$6.07M
|
+$184K
|
+3,606
|
+3%
|
|
|
134
|
Nilsine Partners
Greenwood Village,
Colorado
|
$6.05M
|
-$348K
|
-6,839
|
-5%
|
|
|
135
|
Advisory Services Network
Atlanta,
Georgia
|
$6.02M
|
+$1.7M
|
+33,349
|
+39%
|
|
|
136
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6M
|
+$742K
|
+14,570
|
+14%
|
|
|
137
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$5.92M
|
+$94.6K
|
+1,857
|
+2%
|
|
|
138
|
Principal Financial Group
Des Moines,
Iowa
|
$5.86M
|
+$3.98M
|
+78,250
|
+213%
|
|
|
139
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5.78M
|
+$628K
|
+12,329
|
+12%
|
|
|
140
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.61M
|
+$1.43M
|
+28,124
|
+34%
|
|
|
141
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.59M
|
+$3.72M
|
+72,990
|
+199%
|
|
|
142
|
Everest Financial Group
Minneapolis,
Minnesota
|
$5.51M
|
+$5.51M
|
+108,129
|
New
|
|
|
143
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.41M
|
-$11.5M
|
-225,224
|
-68%
|
|
|
144
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.4M
|
+$5.08M
|
+99,790
|
+1,604%
|
|
|
145
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.25M
|
+$257K
|
+5,042
|
+5%
|
|
|
146
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.22M
|
+$538K
|
+10,561
|
+11%
|
|
|
147
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$5.14M
|
-$1.03M
|
-20,253
|
-17%
|
|
|
148
|
Bay Colony Advisors
Concord,
Massachusetts
|
$5.05M
|
-$1.43M
|
-28,120
|
-22%
|
|
|
149
|
Weaver Consulting Group
Huntington Beach,
California
|
$5.03M
|
-$291K
|
-5,719
|
-5%
|
|
|
150
|
AE Wealth Management
Topeka,
Kansas
|
$4.95M
|
-$251K
|
-4,930
|
-5%
|
|
