|
151
|
Hilltop Holdings
Dallas,
Texas
|
$12.1M
|
+$437K
|
+4,726
|
+4%
|
|
|
152
|
SteelPeak Wealth
Woodland Hills,
California
|
$12M
|
+$1.55M
|
+16,797
|
+15%
|
|
|
153
|
Trek Financial
Scottsdale,
Arizona
|
$11.8M
|
+$382K
|
+4,131
|
+3%
|
|
|
154
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$11.7M
|
+$602K
|
+6,509
|
+5%
|
|
|
155
|
|
$11.6M
|
-$472K
|
-5,104
|
-4%
|
|
|
156
|
Avantax Advisory Services
Dallas,
Texas
|
$11.4M
|
+$833K
|
+9,007
|
+8%
|
|
|
157
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$11M
|
+$784K
|
+8,473
|
+8%
|
|
|
158
|
First Trust Advisors
Wheaton,
Illinois
|
$10.8M
|
-$2.85M
|
-30,832
|
-21%
|
|
|
159
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.8M
|
–
|
–
|
–
|
|
|
160
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$10.6M
|
+$2.9M
|
+31,375
|
+38%
|
|
|
161
|
INVST
Indianapolis,
Indiana
|
$10.4M
|
+$618K
|
+6,685
|
+6%
|
|
|
162
|
Farther Finance Advisors
San Francisco,
California
|
$10.1M
|
+$2.12M
|
+22,884
|
+26%
|
|
|
163
|
L.J. Altfest & Co
New York
|
$10.1M
|
+$190K
|
+2,052
|
+2%
|
|
|
164
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$10M
|
-$284K
|
-3,068
|
-3%
|
|
|
165
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.93M
|
+$1.81M
|
+19,567
|
+22%
|
|
|
166
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.79M
|
+$502K
|
+5,428
|
+5%
|
|
|
167
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.79M
|
+$502K
|
+5,428
|
+5%
|
|
|
168
|
Vise Technologies
New York
|
$9.77M
|
+$866K
|
+9,366
|
+10%
|
|
|
169
|
Security Financial Services
Fort Wayne,
Indiana
|
$9.71M
|
+$1.97M
|
+21,260
|
+25%
|
|
|
170
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$9.6M
|
-$1.14M
|
-12,350
|
-11%
|
|
|
171
|
Kelly Financial Services
Braintree,
Massachusetts
|
$9.55M
|
+$3.82M
|
+41,281
|
+67%
|
|
|
172
|
Checchi Capital Advisers
Beverly Hills,
California
|
$9.55M
|
+$786K
|
+8,498
|
+9%
|
|
|
173
|
Community Trust & Investment
Versailles,
Kentucky
|
$9.53M
|
+$635K
|
+6,861
|
+7%
|
|
|
174
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.48M
|
+$1.7M
|
+18,417
|
+22%
|
|
|
175
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$9.45M
|
+$322K
|
+3,480
|
+4%
|
|
