|
126
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$14.7M
|
+$705K
|
+19,816
|
+5%
|
|
|
127
|
Valmark Advisers
Akron,
Ohio
|
$14.6M
|
-$20.8K
|
-584
|
-0.1%
|
|
|
128
|
GM Advisory Group
Melville,
New York
|
$14.4M
|
-$447K
|
-12,569
|
-3%
|
|
|
129
|
Goldstein Advisors
Madison,
Wisconsin
|
$14.2M
|
+$318K
|
+8,948
|
+2%
|
|
|
130
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.1M
|
-$1.07M
|
-29,971
|
-7%
|
|
|
131
|
Strategic Financial Partners
Bend,
Oregon
|
$14M
|
+$280K
|
+7,866
|
+2%
|
|
|
132
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$13.5M
|
–
|
–
|
–
|
|
|
133
|
Waverly Advisors
Birmingham,
Alabama
|
$13.4M
|
+$412K
|
+11,591
|
+3%
|
|
|
134
|
Strategic Financial Planning
Plano,
Texas
|
$13.3M
|
+$1.18M
|
+33,102
|
+10%
|
|
|
135
|
RFG Advisory
Birmingham,
Alabama
|
$12.7M
|
+$697K
|
+19,603
|
+6%
|
|
|
136
|
Trilogy Capital
Irvine,
California
|
$12.6M
|
+$1.34M
|
+37,649
|
+12%
|
|
|
137
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$12.6M
|
+$1.43M
|
+40,186
|
+13%
|
|
|
138
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.4M
|
+$108K
|
+3,032
|
+0.9%
|
|
|
139
|
Corient Private Wealth
Miami,
Florida
|
$12.1M
|
-$481K
|
-13,513
|
-4%
|
|
|
140
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$12M
|
+$2.63M
|
+73,813
|
+27%
|
|
|
141
|
Berger Financial Group
Plymouth,
Minnesota
|
$12M
|
+$2.46M
|
+69,179
|
+25%
|
|
|
142
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.8M
|
+$561K
|
+15,785
|
+5%
|
|
|
143
|
Snowden Capital Advisors
New York
|
$11.7M
|
+$320K
|
+8,991
|
+3%
|
|
|
144
|
Diversify Wealth Management
Sandy,
Utah
|
$11.7M
|
+$12.3M
|
+346,696
|
New
|
|
|
145
|
Procyon Advisors
Shelton,
Connecticut
|
$11.6M
|
+$4.47M
|
+125,643
|
+61%
|
|
|
146
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
+$610K
|
+17,161
|
+5%
|
|
|
147
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.6M
|
+$610K
|
+17,161
|
+5%
|
|
|
148
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$11.5M
|
+$11.7M
|
+328,101
|
New
|
|
|
149
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$11.5M
|
+$11.7M
|
+327,942
|
New
|
|
|
150
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.2M
|
+$232K
|
+6,534
|
+2%
|
|
