|
126
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$25.8M
|
+$7.09M
|
+88,747
|
+40%
|
|
|
127
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$25.4M
|
–
|
–
|
–
|
|
|
128
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$25.3M
|
+$24.2M
|
+302,969
|
+17,002%
|
|
|
129
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$24.9M
|
+$1.65M
|
+20,640
|
+7%
|
|
|
130
|
9258 Wealth Management
Blue Ash,
Ohio
|
$24.9M
|
-$264K
|
-3,307
|
-1%
|
|
|
131
|
Diversify Wealth Management
Sandy,
Utah
|
$24.6M
|
+$3.49M
|
+43,682
|
+17%
|
|
|
132
|
Atria Wealth Solutions
New York
|
$24.6M
|
-$11.5M
|
-144,496
|
-33%
|
|
|
133
|
Money Design
Tokyo,
Japan
|
$24.1M
|
+$2.21M
|
+27,603
|
+11%
|
|
|
134
|
Hilltop Partners
Mishawaka,
Indiana
|
$23.8M
|
+$4M
|
+50,061
|
+21%
|
|
|
135
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$23.7M
|
-$2.85M
|
-35,610
|
-11%
|
|
|
136
|
Quest Investment Management
Lake Oswego,
Oregon
|
$23.5M
|
+$478K
|
+5,982
|
+2%
|
|
|
137
|
Corebridge Financial
Houston,
Texas
|
$23.4M
|
+$3.88M
|
+48,600
|
+21%
|
|
|
138
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$23.3M
|
+$1.25M
|
+15,635
|
+6%
|
|
|
139
|
Geneos Wealth Management
Englewood,
Colorado
|
$23.2M
|
-$726K
|
-9,084
|
-3%
|
|
|
140
|
Truist Financial
Charlotte,
North Carolina
|
$22.9M
|
-$2.4M
|
-30,000
|
-10%
|
|
|
141
|
Western Wealth Management
Golden,
Colorado
|
$22.8M
|
-$3.54M
|
-44,340
|
-14%
|
|
|
142
|
Waterloo Capital
Austin,
Texas
|
$22.6M
|
-$3.29M
|
-41,164
|
-13%
|
|
|
143
|
Clear Creek Financial Management
Silverdale,
Washington
|
$22.1M
|
-$1.48M
|
-18,499
|
-6%
|
|
|
144
|
Drake & Associates
Waukesha,
Wisconsin
|
$21.8M
|
+$222K
|
+2,778
|
+1%
|
|
|
145
|
Citizens Financial Group
Providence,
Rhode Island
|
$21.5M
|
+$3.64M
|
+45,484
|
+21%
|
|
|
146
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$21.5M
|
+$760K
|
+9,511
|
+4%
|
|
|
147
|
Eagle Strategies
New York
|
$21.4M
|
+$644K
|
+8,057
|
+3%
|
|
|
148
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$21.2M
|
-$829K
|
-10,368
|
-4%
|
|
|
149
|
CCG Wealth Management
San Diego,
California
|
$21.1M
|
-$70.1K
|
-877
|
-0.3%
|
|
|
150
|
Balanced Wealth Group
Westlake,
Ohio
|
$20.9M
|
-$78.7M
|
-984,519
|
-77%
|
|
