|
151
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$22.6M
|
+$1.7M
|
+34,226
|
+8%
|
|
|
152
|
Compton Financial Group
Towson,
Maryland
|
$22.5M
|
-$9.58M
|
-193,166
|
-30%
|
|
|
153
|
Waverly Advisors
Birmingham,
Alabama
|
$22.4M
|
-$759K
|
-15,307
|
-3%
|
|
|
154
|
Valmark Advisers
Akron,
Ohio
|
$22.3M
|
+$347K
|
+7,000
|
+2%
|
|
|
155
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$22M
|
-$834K
|
-16,824
|
-4%
|
|
|
156
|
Portside Wealth Group
Provo,
Utah
|
$21.1M
|
+$955K
|
+19,270
|
+5%
|
|
|
157
|
WrapManager Inc
Mill Valley,
California
|
$20.9M
|
-$1.07M
|
-21,668
|
-5%
|
|
|
158
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$20.3M
|
+$137K
|
+2,767
|
+0.7%
|
|
|
159
|
|
$20.3M
|
+$1.59M
|
+32,057
|
+9%
|
|
|
160
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$20M
|
+$3.02M
|
+60,897
|
+18%
|
|
|
161
|
RetireMitten Financial
Milford,
Michigan
|
$19.6M
|
+$4.83M
|
+97,526
|
+33%
|
|
|
162
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$19.6M
|
+$247K
|
+4,986
|
+1%
|
|
|
163
|
Charles Schwab
San Francisco,
California
|
$19.5M
|
-$17.1M
|
-344,334
|
-47%
|
|
|
164
|
Atria Investments
Charlotte,
North Carolina
|
$19.2M
|
-$1.84M
|
-37,031
|
-9%
|
|
|
165
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.1M
|
-$508K
|
-10,241
|
-3%
|
|
|
166
|
Belpointe Asset Management
Reno,
Nevada
|
$18.6M
|
+$202K
|
+4,068
|
+1%
|
|
|
167
|
Empowered Funds
Havertown,
Pennsylvania
|
$18.6M
|
-$715K
|
-14,432
|
-4%
|
|
|
168
|
Advyzon Investment Management
Lisle,
Illinois
|
$18.5M
|
+$131K
|
+2,644
|
+0.7%
|
|
|
169
|
Summit Global Investments
Bountiful,
Utah
|
$17.7M
|
+$1.15M
|
+23,231
|
+7%
|
|
|
170
|
Strategic Financial Planning
Plano,
Texas
|
$17.7M
|
+$17.5M
|
+352,236
|
New
|
|
|
171
|
|
$17.7M
|
-$1.7M
|
-34,255
|
-9%
|
|
|
172
|
SCS Capital Management
Boston,
Massachusetts
|
$17.6M
|
–
|
–
|
–
|
|
|
173
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$17.6M
|
-$546K
|
-11,013
|
-3%
|
|
|
174
|
Macco Financial Group
Green Bay,
Wisconsin
|
$17.5M
|
+$1.41M
|
+28,433
|
+9%
|
|
|
175
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
$17.4M
|
+$17.1M
|
+345,500
|
New
|
|
