|
151
|
Creative Planning
Overland Park,
Kansas
|
$21.3M
|
+$2.28M
|
+9,030
|
+12%
|
|
|
152
|
Kestra Private Wealth Services
Austin,
Texas
|
$21.1M
|
+$1.19M
|
+4,699
|
+6%
|
|
|
153
|
Diversified Enterprises
Wilmington,
Delaware
|
$20.9M
|
-$318K
|
-1,259
|
-2%
|
|
|
154
|
VestGen Advisors
Inverness,
Illinois
|
$20.6M
|
-$726K
|
-2,872
|
-3%
|
|
|
155
|
Ancora Advisors
Cleveland,
Ohio
|
$20.3M
|
-$1.99M
|
-7,870
|
-9%
|
|
|
156
|
Rollins Financial Advisors
New York City,
New York
|
$20.1M
|
+$2.77M
|
+10,974
|
+16%
|
|
|
157
|
Clark Wealth Partners
O'fallon,
Illinois
|
$20M
|
–
|
–
|
–
|
|
|
158
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.6M
|
+$5.56M
|
+22,014
|
+40%
|
|
|
159
|
Anchor Investment Management
Columbia,
South Carolina
|
$19.5M
|
+$8.85M
|
+35,037
|
+83%
|
|
|
160
|
Marmo Financial Group
Johnson City,
Tennessee
|
$19.4M
|
-$349K
|
-1,380
|
-2%
|
|
|
161
|
Level Four Advisory Services
Dallas,
Texas
|
$19.4M
|
-$55.3K
|
-219
|
-0.3%
|
|
|
162
|
Global View Capital Management
Waukesha,
Wisconsin
|
$19.3M
|
+$284K
|
+1,123
|
+1%
|
|
|
163
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$19.3M
|
-$1.57M
|
-6,199
|
-8%
|
|
|
164
|
Focus Financial Network
Minneapolis,
Minnesota
|
$19.3M
|
+$844K
|
+3,340
|
+5%
|
|
|
165
|
Jackson Wealth Management
Lake Mary,
Florida
|
$19.2M
|
+$552K
|
+2,186
|
+3%
|
|
|
166
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$18.7M
|
-$1.45M
|
-5,736
|
-7%
|
|
|
167
|
Natixis Advisors
Boston,
Massachusetts
|
$18.5M
|
+$15.4M
|
+60,979
|
+497%
|
|
|
168
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.5M
|
+$850K
|
+3,366
|
+5%
|
|
|
169
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$18.4M
|
-$2.17M
|
-8,608
|
-11%
|
|
|
170
|
Journey Strategic Wealth
Summit,
New Jersey
|
$18.4M
|
+$289K
|
+1,144
|
+2%
|
|
|
171
|
Nomura Asset Management
Tokyo,
Japan
|
$18.1M
|
+$3.54M
|
+14,000
|
+24%
|
|
|
172
|
Asset One Wealth Management
Bellevue,
Washington
|
$18M
|
+$17.6M
|
+69,686
|
New
|
|
|
173
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$17.9M
|
+$838K
|
+3,317
|
+5%
|
|
|
174
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$17.5M
|
+$1.15M
|
+4,571
|
+7%
|
|
|
175
|
Jump Financial
Chicago,
Illinois
|
$17.5M
|
+$17.5M
|
+69,175
|
New
|
|
