|
126
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$19.7M
|
+$544K
|
+11,411
|
+3%
|
|
|
127
|
Prism Advisors
Studio City,
California
|
$19.6M
|
+$108K
|
+2,260
|
+0.6%
|
|
|
128
|
Pure Financial Advisors
San Diego,
California
|
$19.6M
|
-$665K
|
-13,941
|
-3%
|
|
|
129
|
Waverly Advisors
Birmingham,
Alabama
|
$19.2M
|
+$13.4M
|
+280,645
|
+273%
|
|
|
130
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$19.2M
|
+$621K
|
+13,021
|
+4%
|
|
|
131
|
Larson Financial Group
St Louis,
Missouri
|
$19M
|
-$1.4M
|
-29,433
|
-7%
|
|
|
132
|
SkyOak Wealth
Southfield,
Michigan
|
$18.9M
|
+$804K
|
+16,855
|
+5%
|
|
|
133
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$18.7M
|
+$2.12M
|
+44,426
|
+13%
|
|
|
134
|
Hamilton Capital
Columbus,
Ohio
|
$18.5M
|
-$4.86M
|
-101,965
|
-22%
|
|
|
135
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$18.5M
|
+$5.24M
|
+109,941
|
+42%
|
|
|
136
|
Diversify Advisory Services
Sandy,
Utah
|
$18.4M
|
+$17.6M
|
+369,909
|
New
|
|
|
137
|
Ackerman Capital Advisors
Dallas,
Texas
|
$18.4M
|
-$1.11M
|
-23,297
|
-6%
|
|
|
138
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$18M
|
-$8.59M
|
-180,088
|
-33%
|
|
|
139
|
AssetMark Inc
Concord,
California
|
$17.8M
|
+$7.12M
|
+149,431
|
+73%
|
|
|
140
|
M&T Bank
Buffalo,
New York
|
$17.7M
|
-$910K
|
-19,089
|
-5%
|
|
|
141
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$17.5M
|
-$739K
|
-15,492
|
-4%
|
|
|
142
|
SteelPeak Wealth
Woodland Hills,
California
|
$17.4M
|
+$156K
|
+3,274
|
+1%
|
|
|
143
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$17.3M
|
+$935K
|
+19,613
|
+6%
|
|
|
144
|
Confluence Investment Management
St. Louis,
Missouri
|
$17.2M
|
+$2.62M
|
+54,975
|
+19%
|
|
|
145
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.2M
|
+$3.52M
|
+73,914
|
+27%
|
|
|
146
|
Navalign LLC
Encino,
California
|
$16.9M
|
-$69K
|
-1,448
|
-0.4%
|
|
|
147
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.8M
|
-$1.86M
|
-39,005
|
-10%
|
|
|
148
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$16.4M
|
+$1.33M
|
+27,980
|
+9%
|
|
|
149
|
Courier Capital
Buffalo,
New York
|
$16.3M
|
+$691K
|
+14,485
|
+5%
|
|
|
150
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16M
|
+$1.31M
|
+27,405
|
+9%
|
|
