|
301
|
Geneos Wealth Management
Englewood,
Colorado
|
$43.5M
|
+$6.8M
|
+13,672
|
+21%
|
|
|
302
|
Oxler Private Wealth
Rye Brook,
New York
|
$43.4M
|
+$5.64M
|
+11,340
|
+17%
|
|
|
303
|
Round Rock Advisors
Wilton,
Connecticut
|
$43.1M
|
+$365K
|
+733
|
+0.9%
|
|
|
304
|
Aragon Global Management
Miami,
Florida
|
$43M
|
–
|
–
|
–
|
|
|
305
|
TD Private Client Wealth
New York
|
$43M
|
+$38.7M
|
+77,871
|
New
|
|
|
306
|
Client First Capital
San Diego,
California
|
$42.9M
|
+$698K
|
+1,403
|
+2%
|
|
|
307
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$42.6M
|
+$1.61M
|
+3,233
|
+4%
|
|
|
308
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$42.2M
|
-$485K
|
-976
|
-1%
|
|
|
309
|
Wallace Hart
Lexington,
Kentucky
|
$42.2M
|
+$37.5M
|
+75,388
|
+7,348%
|
|
|
310
|
Cercano Management
Bellevue,
Washington
|
$41.4M
|
+$37.3M
|
+75,066
|
New
|
|
|
311
|
Madrona Financial Services
Everett,
Washington
|
$41.3M
|
-$218K
|
-439
|
-0.6%
|
|
|
312
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$41.2M
|
+$497K
|
+1,000
|
+1%
|
|
|
313
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$40.9M
|
-$65.7K
|
-132
|
-0.2%
|
|
|
314
|
&Partners
Nashville,
Tennessee
|
$40.6M
|
+$2.62M
|
+5,268
|
+8%
|
|
|
315
|
|
$40.5M
|
-$5.22M
|
-10,491
|
-12%
|
|
|
316
|
|
$40.5M
|
+$21.8M
|
+43,805
|
+148%
|
|
|
317
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$39.5M
|
-$21.6M
|
-43,439
|
-38%
|
|
|
318
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$39.5M
|
+$518K
|
+1,042
|
+1%
|
|
|
319
|
IFG Advisors
St. Louis,
Missouri
|
$39.3M
|
-$237K
|
-477
|
-0.7%
|
|
|
320
|
RWA Wealth Partners
Newton,
Massachusetts
|
$39.2M
|
+$23.5M
|
+47,188
|
+198%
|
|
|
321
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$39.2M
|
+$2.05M
|
+4,124
|
+6%
|
|
|
322
|
MIG Capital
Newport Beach,
California
|
$39.1M
|
+$35.3M
|
+70,912
|
New
|
|
|
323
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$39.1M
|
+$2.05M
|
+4,117
|
+6%
|
|
|
324
|
AE Wealth Management
Topeka,
Kansas
|
$39M
|
-$4.47M
|
-8,992
|
-11%
|
|
|
325
|
Gainplan
Bloomfield Hills,
Michigan
|
$38.9M
|
+$35M
|
+70,432
|
New
|
|
