|
101
|
PFG Private Wealth Management
Lutz,
Florida
|
$20.4M
|
+$14.3M
|
+205,495
|
+273%
|
|
|
102
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$20.2M
|
+$2.52M
|
+36,161
|
+15%
|
|
|
103
|
Financial Consulate
Hunt Valley,
Maryland
|
$19.9M
|
+$1.68K
|
+24
|
+0%
|
|
|
104
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$19.4M
|
+$540K
|
+7,735
|
+3%
|
|
|
105
|
AssetMark Inc
Concord,
California
|
$19.1M
|
-$1.45M
|
-20,825
|
-7%
|
|
|
106
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$19M
|
+$18.3M
|
+262,493
|
New
|
|
|
107
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$17.7M
|
+$17.1M
|
+244,778
|
New
|
|
|
108
|
Choice Wealth Advisors
Waterville,
Maine
|
$17.4M
|
-$273K
|
-3,904
|
-2%
|
|
|
109
|
Courier Capital
Buffalo,
New York
|
$17.4M
|
+$96.4K
|
+1,381
|
+0.6%
|
|
|
110
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$17.2M
|
+$342K
|
+4,904
|
+2%
|
|
|
111
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$17.2M
|
+$1.47M
|
+21,043
|
+10%
|
|
|
112
|
Trilogy Capital
Irvine,
California
|
$17M
|
+$2.55M
|
+36,490
|
+18%
|
|
|
113
|
Diligent Investors
Redlands,
California
|
$16.9M
|
+$2.8M
|
+40,075
|
+21%
|
|
|
114
|
Confluence Investment Management
St. Louis,
Missouri
|
$16.9M
|
+$636K
|
+9,116
|
+4%
|
|
|
115
|
IFP Advisors
Tampa,
Florida
|
$16.7M
|
+$1.23M
|
+17,648
|
+8%
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$16.4M
|
+$603K
|
+8,642
|
+4%
|
|
|
117
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.3M
|
+$1.55M
|
+22,248
|
+11%
|
|
|
118
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$16M
|
-$773K
|
-11,079
|
-5%
|
|
|
119
|
Hofer & Associates
Thousand Oaks,
California
|
$16M
|
+$15.4M
|
+220,243
|
New
|
|
|
120
|
Simplicity Wealth
Summit,
New Jersey
|
$15.9M
|
+$15.3M
|
+218,769
|
New
|
|
|
121
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.8M
|
+$1.86M
|
+26,576
|
+14%
|
|
|
122
|
American International Group
New York
|
$15.3M
|
-$9.34M
|
-133,800
|
-39%
|
|
|
123
|
Iron Horse Wealth Management
Johston,
Iowa
|
$15.2M
|
+$1.06M
|
+15,146
|
+8%
|
|
|
124
|
TPG Financial Advisors
Portland,
Oregon
|
$15.2M
|
+$3.37M
|
+48,248
|
+30%
|
|
|
125
|
Foresight Wealth Management
Draper,
Utah
|
$15.1M
|
-$392K
|
-5,610
|
-3%
|
|
