|
126
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$28.3M
|
+$50.7K
|
+1,882
|
+0.2%
|
|
|
127
|
Tradition Wealth Management
Edina,
Minnesota
|
$28.3M
|
+$1.5M
|
+55,709
|
+6%
|
|
|
128
|
Belpointe Asset Management
Reno,
Nevada
|
$28.2M
|
+$523K
|
+19,416
|
+2%
|
|
|
129
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$28.2M
|
-$1.32M
|
-48,821
|
-4%
|
|
|
130
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$27.7M
|
-$3.08M
|
-114,361
|
-10%
|
|
|
131
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$27.5M
|
+$26.8M
|
+993,822
|
New
|
|
|
132
|
CCG Wealth Management
San Diego,
California
|
$27.4M
|
+$9.7M
|
+359,952
|
+57%
|
|
|
133
|
Matthew Hamilton Rosenberg
|
$27.3M
|
+$1.68M
|
+62,258
|
+7%
|
|
|
134
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$27.1M
|
+$497K
|
+18,445
|
+2%
|
|
|
135
|
Soltis Investment Advisors
St. George,
Utah
|
$26.7M
|
+$2.47M
|
+91,451
|
+10%
|
|
|
136
|
Financial Management Professionals
Austin,
Texas
|
$26.4M
|
-$351K
|
-13,035
|
-1%
|
|
|
137
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$26.3M
|
-$398K
|
-14,762
|
-2%
|
|
|
138
|
Natixis Advisors
Boston,
Massachusetts
|
$25.8M
|
+$5.6M
|
+207,724
|
+29%
|
|
|
139
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$25.7M
|
-$70.2K
|
-2,605
|
-0.3%
|
|
|
140
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$25.6M
|
+$271K
|
+10,057
|
+1%
|
|
|
141
|
Act Wealth Management
Plano,
Texas
|
$25.5M
|
+$61.3K
|
+2,275
|
+0.2%
|
|
|
142
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$25.3M
|
+$4.45M
|
+165,193
|
+22%
|
|
|
143
|
FLC Capital Advisors
Palm Desert,
California
|
$25.2M
|
+$524K
|
+19,421
|
+2%
|
|
|
144
|
Broadleaf Partners
Hudson,
Ohio
|
$24.8M
|
+$558K
|
+20,697
|
+2%
|
|
|
145
|
Noble Family Wealth
Clearwater,
Florida
|
$24.8M
|
+$879K
|
+32,602
|
+4%
|
|
|
146
|
Appleton Partners
Boston,
Massachusetts
|
$24.7M
|
+$686K
|
+25,444
|
+3%
|
|
|
147
|
Sylvest Advisors
Dallas,
Texas
|
$24.2M
|
+$273K
|
+10,145
|
+1%
|
|
|
148
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$24.2M
|
+$423K
|
+15,696
|
+2%
|
|
|
149
|
Kings Path Partners
Sugar Land,
Texas
|
$23.9M
|
-$686K
|
-25,460
|
-3%
|
|
|
150
|
Kestra Advisory Services
Austin,
Texas
|
$23.8M
|
+$7.77M
|
+288,257
|
+50%
|
|
