|
126
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.18M
|
–
|
–
|
–
|
|
|
127
|
Investment Partners
New Philadelphia,
Ohio
|
$3.17M
|
+$988K
|
+23,928
|
+45%
|
|
|
128
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.17M
|
+$276K
|
+6,683
|
+9%
|
|
|
129
|
Leuthold Group
Minneapolis,
Minnesota
|
$3.12M
|
+$3.14M
|
+75,978
|
New
|
|
|
130
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.11M
|
+$715K
|
+17,321
|
+30%
|
|
|
131
|
Verum Partners
Charlotte,
North Carolina
|
$3.06M
|
+$2.85M
|
+68,940
|
+1,237%
|
|
|
132
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.92M
|
-$33.3K
|
-807
|
-1%
|
|
|
133
|
One Capital Management
Westlake Village,
California
|
$2.85M
|
+$28.7K
|
+696
|
+1%
|
|
|
134
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.83M
|
+$557K
|
+13,479
|
+24%
|
|
|
135
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.81M
|
-$14.4K
|
-349
|
-0.5%
|
|
|
136
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.8M
|
+$798K
|
+19,321
|
+39%
|
|
|
137
|
Wambolt & Associates
Littleton,
Colorado
|
$2.78M
|
-$2.7M
|
-65,257
|
-49%
|
|
|
138
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.77M
|
+$395K
|
+9,568
|
+17%
|
|
|
139
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.7M
|
+$2.17M
|
+52,517
|
+416%
|
|
|
140
|
Naples Global Advisors
Naples,
Florida
|
$2.57M
|
-$82.4K
|
-1,995
|
-3%
|
|
|
141
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.55M
|
+$860K
|
+20,814
|
+50%
|
|
|
142
|
Prudential Financial
Newark,
New Jersey
|
$2.51M
|
+$697K
|
+16,869
|
+38%
|
|
|
143
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.48M
|
-$64.9K
|
-1,571
|
-3%
|
|
|
144
|
Old National Bancorp
Evansville,
Indiana
|
$2.45M
|
+$565K
|
+13,690
|
+30%
|
|
|
145
|
MA Private Wealth
San Carlos,
California
|
$2.43M
|
-$1.16M
|
-28,208
|
-32%
|
|
|
146
|
Alesco Advisors
Pittsford,
New York
|
$2.39M
|
-$18K
|
-435
|
-0.7%
|
|
|
147
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.37M
|
+$2.38M
|
+57,677
|
New
|
|
|
148
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.32M
|
+$2.34M
|
+56,589
|
New
|
|
|
149
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.31M
|
-$1.06M
|
-25,602
|
-31%
|
|
|
150
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.22M
|
-$940K
|
-22,772
|
-30%
|
|
