|
151
|
Balanced Wealth Group
Westlake,
Ohio
|
$19.3M
|
+$81.1M
|
+1,165,022
|
+1,035%
|
|
|
152
|
Drake & Associates
Waukesha,
Wisconsin
|
$19.1M
|
+$964K
|
+13,847
|
+6%
|
|
|
153
|
Boyd Wealth Management
Sacramento,
California
|
$19M
|
+$9.26M
|
+133,113
|
+105%
|
|
|
154
|
CCG Wealth Management
San Diego,
California
|
$18.8M
|
+$1.56M
|
+22,364
|
+10%
|
|
|
155
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$18.7M
|
+$262K
|
+3,768
|
+1%
|
|
|
156
|
Horizon Wealth Management
La Grange,
Illinois
|
$18.5M
|
-$12.9M
|
-185,393
|
-42%
|
|
|
157
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.5M
|
+$1.15M
|
+16,453
|
+7%
|
|
|
158
|
Waterloo Capital
Austin,
Texas
|
$18.3M
|
+$7.32M
|
+105,159
|
+73%
|
|
|
159
|
Kestra Private Wealth Services
Austin,
Texas
|
$17.7M
|
+$4.56M
|
+65,537
|
+37%
|
|
|
160
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$17.7M
|
+$14.2M
|
+204,000
|
+542%
|
|
|
161
|
Choice Wealth Advisors
Waterville,
Maine
|
$17.6M
|
-$963K
|
-13,837
|
-5%
|
|
|
162
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$17.2M
|
-$621K
|
-8,916
|
-4%
|
|
|
163
|
Diversify Advisory Services
Sandy,
Utah
|
$17.2M
|
+$16.3M
|
+234,225
|
New
|
|
|
164
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$17.1M
|
+$1.07M
|
+15,336
|
+7%
|
|
|
165
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.9M
|
+$797K
|
+11,447
|
+5%
|
|
|
166
|
Hofer & Associates
Thousand Oaks,
California
|
$16.8M
|
+$205K
|
+2,950
|
+1%
|
|
|
167
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$16.5M
|
+$428K
|
+6,150
|
+3%
|
|
|
168
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$16.4M
|
-$640K
|
-9,191
|
-4%
|
|
|
169
|
Creative Financial Designs
Kokomo,
Indiana
|
$16.3M
|
+$15.1M
|
+217,568
|
+3,756%
|
|
|
170
|
Vicus Capital
State College,
Pennsylvania
|
$16.1M
|
+$913K
|
+13,118
|
+6%
|
|
|
171
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$16.1M
|
-$295K
|
-4,233
|
-2%
|
|
|
172
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$16M
|
-$719K
|
-10,333
|
-4%
|
|
|
173
|
Navalign LLC
Encino,
California
|
$15.7M
|
-$876K
|
-12,584
|
-6%
|
|
|
174
|
Diligent Investors
Redlands,
California
|
$15.7M
|
-$109K
|
-1,568
|
-0.7%
|
|
|
175
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$15.5M
|
+$1.87M
|
+26,886
|
+15%
|
|
