|
151
|
Gries Financial
Cleveland,
Ohio
|
$23M
|
+$2.86M
|
+20,689
|
+15%
|
|
|
152
|
Summit Wealth Partners
Orlando,
Florida
|
$23M
|
-$186K
|
-1,342
|
-0.9%
|
|
|
153
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$22.8M
|
+$6.4M
|
+46,201
|
+43%
|
|
|
154
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.7M
|
-$695K
|
-5,022
|
-3%
|
|
|
155
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$22.7M
|
-$695K
|
-5,022
|
-3%
|
|
|
156
|
Rockefeller Capital Management
New York
|
$22.6M
|
+$1.42M
|
+10,246
|
+7%
|
|
|
157
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$22M
|
-$780K
|
-5,635
|
-4%
|
|
|
158
|
American Trust
Lexington,
Kentucky
|
$22M
|
+$20.7M
|
+149,376
|
New
|
|
|
159
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$22M
|
+$1.15M
|
+8,338
|
+6%
|
|
|
160
|
High Falls Advisors
Rochester,
New York
|
$21.9M
|
+$673K
|
+4,858
|
+3%
|
|
|
161
|
McMorgan & Co
San Francisco,
California
|
$21.9M
|
+$20.6M
|
+148,756
|
New
|
|
|
162
|
RVW Wealth
Los Angeles,
California
|
$21.7M
|
-$959K
|
-6,930
|
-4%
|
|
|
163
|
Centerpoint Advisors
Needham,
Massachusetts
|
$21.3M
|
+$14K
|
+101
|
+0.1%
|
|
|
164
|
Mariner
Overland Park,
Kansas
|
$21.3M
|
-$256K
|
-1,847
|
-1%
|
|
|
165
|
Monumental Financial Group
Rockville,
Maryland
|
$20.6M
|
+$939K
|
+6,785
|
+5%
|
|
|
166
|
West Wealth Group
Irvine,
California
|
$20.5M
|
-$384K
|
-2,772
|
-2%
|
|
|
167
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$20.3M
|
+$709K
|
+5,124
|
+4%
|
|
|
168
|
WJ Wealth Management
Glendale,
Arizona
|
$20.2M
|
+$1.44M
|
+10,429
|
+8%
|
|
|
169
|
Journey Advisory Group
Covington,
Kentucky
|
$20.1M
|
+$342K
|
+2,473
|
+2%
|
|
|
170
|
Allworth Financial
Folsom,
California
|
$20.1M
|
-$2.77M
|
-20,007
|
-13%
|
|
|
171
|
SteelPeak Wealth
Woodland Hills,
California
|
$19.9M
|
-$41.9K
|
-303
|
-0.2%
|
|
|
172
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$19.4M
|
+$1.55M
|
+11,213
|
+9%
|
|
|
173
|
Insight Wealth Strategies
San Ramon,
California
|
$19.3M
|
-$2.5M
|
-18,052
|
-12%
|
|
|
174
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$19.3M
|
+$1.91M
|
+13,827
|
+12%
|
|
|
175
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$19.3M
|
+$1.32M
|
+9,550
|
+8%
|
|
