|
151
|
Legacy Private Trust
Neenah,
Wisconsin
|
$15M
|
-$1.58M
|
-31,400
|
-10%
|
|
|
152
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.8M
|
+$11.9M
|
+237,443
|
+417%
|
|
|
153
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$14.7M
|
+$2.06M
|
+41,077
|
+16%
|
|
|
154
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$14.6M
|
+$116K
|
+2,315
|
+0.8%
|
|
|
155
|
Equitable Holdings
New York
|
$14.3M
|
+$2.62M
|
+52,120
|
+23%
|
|
|
156
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$14.3M
|
+$8.61M
|
+171,247
|
+153%
|
|
|
157
|
Axxcess Wealth Management
Carlsbad,
California
|
$14.2M
|
-$29.2M
|
-580,785
|
-67%
|
|
|
158
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$14M
|
+$9.34M
|
+185,869
|
+199%
|
|
|
159
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$13.9M
|
+$4.12M
|
+82,010
|
+42%
|
|
|
160
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$13.9M
|
-$9.8M
|
-195,041
|
-41%
|
|
|
161
|
SkyOak Wealth
Southfield,
Michigan
|
$13.8M
|
+$1.64M
|
+32,610
|
+14%
|
|
|
162
|
First International Bank & Trust
Watford City,
North Dakota
|
$13.8M
|
+$407K
|
+8,090
|
+3%
|
|
|
163
|
First National Trust
Hermitage,
Pennsylvania
|
$13.6M
|
-$1.82M
|
-36,275
|
-12%
|
|
|
164
|
IFP Advisors
Tampa,
Florida
|
$13.4M
|
-$15.4M
|
-306,128
|
-53%
|
|
|
165
|
Mason & Associates (California)
Los Angeles,
California
|
$13.4M
|
-$1.61M
|
-32,123
|
-11%
|
|
|
166
|
Financial Advocates Investment Management
Olympia,
Washington
|
$13.4M
|
+$1.68M
|
+33,462
|
+14%
|
|
|
167
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.3M
|
+$9.04M
|
+179,928
|
+211%
|
|
|
168
|
|
$13.3M
|
+$600K
|
+11,949
|
+5%
|
|
|
169
|
PRW Wealth Management
Quincy,
Massachusetts
|
$13.3M
|
-$4.82M
|
-95,871
|
-27%
|
|
|
170
|
Rock Creek Group
Washington,
District of Columbia
|
$13.1M
|
+$12M
|
+239,606
|
+1,202%
|
|
|
171
|
MGO One Seven
Beachwood,
Ohio
|
$13.1M
|
+$3.27M
|
+64,996
|
+33%
|
|
|
172
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$13.1M
|
-$53.3M
|
-1,060,482
|
-80%
|
|
|
173
|
Independent Wealth Network
Urbandale,
Iowa
|
$13M
|
+$549K
|
+10,923
|
+4%
|
|
|
174
|
Verum Partners
Charlotte,
North Carolina
|
$13M
|
+$9.43M
|
+187,709
|
+265%
|
|
|
175
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$12.9M
|
+$5.57M
|
+110,872
|
+76%
|
|
