|
151
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$523K
|
+$213K
|
+4,197
|
+69%
|
|
|
152
|
High Net Worth Advisory Group
Naples,
Florida
|
$522K
|
+$299K
|
+5,880
|
+134%
|
|
|
153
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$520K
|
+$521K
|
+10,252
|
New
|
|
|
154
|
Presidio Capital Management
San Diego,
California
|
$509K
|
+$300K
|
+5,906
|
+143%
|
|
|
155
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$475K
|
+$476K
|
+9,365
|
New
|
|
|
156
|
Saxon Interests
Houston,
Texas
|
$451K
|
–
|
–
|
–
|
|
|
157
|
MML Investors Services
Springfield,
Massachusetts
|
$451K
|
-$36.7K
|
-723
|
-8%
|
|
|
158
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$441K
|
+$441K
|
+8,694
|
New
|
|
|
159
|
Stone Summit Wealth
Miami,
Florida
|
$438K
|
+$156K
|
+3,075
|
+55%
|
|
|
160
|
International Assets Investment Management
Orlando,
Florida
|
$422K
|
+$425K
|
+8,370
|
New
|
|
|
161
|
Holderness Investments Company
Greensboro,
North Carolina
|
$418K
|
–
|
–
|
–
|
|
|
162
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$413K
|
+$413K
|
+8,132
|
New
|
|
|
163
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$395K
|
+$24.7K
|
+486
|
+7%
|
|
|
164
|
Meridian Financial
Holliston,
Massachusetts
|
$390K
|
+$85.6K
|
+1,686
|
+28%
|
|
|
165
|
Lodestar Private Asset Management
Alamo,
California
|
$389K
|
–
|
–
|
–
|
|
|
166
|
WNY Asset Management
Williamsville,
New York
|
$375K
|
+$155K
|
+3,050
|
+70%
|
|
|
167
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$372K
|
+$57.3K
|
+1,128
|
+18%
|
|
|
168
|
Forum Private Client Group
Fishers,
Indiana
|
$358K
|
+$358K
|
+7,055
|
New
|
|
|
169
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$356K
|
–
|
–
|
–
|
|
|
170
|
Gratus Capital
Atlanta,
Georgia
|
$356K
|
+$127K
|
+2,509
|
+56%
|
|
|
171
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$351K
|
–
|
–
|
–
|
|
|
172
|
Chesley Taft & Associates
Chicago,
Illinois
|
$349K
|
+$349K
|
+6,875
|
New
|
|
|
173
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$339K
|
+$339K
|
+6,682
|
New
|
|
|
174
|
IHT Wealth Management
Chicago,
Illinois
|
$326K
|
+$327K
|
+6,432
|
New
|
|
|
175
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$314K
|
–
|
–
|
–
|
|
