|
151
|
VestGen Advisors
Inverness,
Illinois
|
$40M
|
-$25.8M
|
-383,772
|
-42%
|
|
|
152
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$40M
|
+$108K
|
+1,600
|
+0.3%
|
|
|
153
|
One Wealth Advisors
San Francisco,
California
|
$39.5M
|
-$16.6M
|
-246,117
|
-31%
|
|
|
154
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$39.3M
|
+$252K
|
+3,752
|
+0.7%
|
|
|
155
|
Geneos Wealth Management
Englewood,
Colorado
|
$38.9M
|
-$19.1M
|
-283,465
|
-35%
|
|
|
156
|
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
|
$38.8M
|
+$2.39M
|
+35,600
|
+7%
|
|
|
157
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$36.9M
|
-$5.87M
|
-87,235
|
-15%
|
|
|
158
|
Citadel Advisors
Miami,
Florida
|
$36.8M
|
+$2.94M
|
+43,748
|
+9%
|
|
|
159
|
Jackson Wealth Management
Lake Mary,
Florida
|
$36.6M
|
+$16.2M
|
+241,147
|
+92%
|
|
|
160
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$36.5M
|
+$2.39M
|
+35,516
|
+8%
|
|
|
161
|
Client 1st Advisory Group
Dunedin,
Florida
|
$36.4M
|
+$943K
|
+14,018
|
+3%
|
|
|
162
|
Highland Financial Advisors
Wayne,
New Jersey
|
$35.3M
|
+$286K
|
+4,258
|
+0.9%
|
|
|
163
|
Security Financial Services
Fort Wayne,
Indiana
|
$35M
|
-$19.3M
|
-286,776
|
-37%
|
|
|
164
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$34.9M
|
+$510K
|
+7,577
|
+2%
|
|
|
165
|
Equitable Holdings
New York
|
$34.5M
|
+$1.23M
|
+18,310
|
+4%
|
|
|
166
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$33.9M
|
-$475K
|
-7,069
|
-1%
|
|
|
167
|
Quantum Financial Planning Services
Spokane,
Washington
|
$33.8M
|
+$1.37M
|
+20,311
|
+5%
|
|
|
168
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$33.3M
|
+$2.56M
|
+38,004
|
+9%
|
|
|
169
|
Compass Financial Services
West Des Moines,
Iowa
|
$33.1M
|
-$5.03M
|
-74,747
|
-14%
|
|
|
170
|
Merit Financial Group
Alpharetta,
Georgia
|
$33M
|
-$532K
|
-7,913
|
-2%
|
|
|
171
|
Simplicity Wealth
Summit,
New Jersey
|
$32.6M
|
+$20.8M
|
+309,098
|
+222%
|
|
|
172
|
Procyon Advisors
Shelton,
Connecticut
|
$32.3M
|
-$126K
|
-1,875
|
-0.4%
|
|
|
173
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$32.2M
|
+$3.12M
|
+46,405
|
+12%
|
|
|
174
|
Financial Insights
Tacoma,
Washington
|
$32.1M
|
+$3.33M
|
+49,523
|
+13%
|
|
|
175
|
Daido Life Insurance Company
Osaka,
Japan
|
$32M
|
–
|
–
|
–
|
|
