|
151
|
SteelPeak Wealth
Woodland Hills,
California
|
$15M
|
-$1.93M
|
-39,577
|
-11%
|
|
|
152
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$14.9M
|
+$15M
|
+305,955
|
New
|
|
|
153
|
Truist Financial
Charlotte,
North Carolina
|
$14.9M
|
+$187K
|
+3,833
|
+1%
|
|
|
154
|
Sterling Group Wealth Management
Pasadena,
California
|
$14.9M
|
+$14.9M
|
+305,464
|
New
|
|
|
155
|
Diligent Investors
Redlands,
California
|
$14.6M
|
-$193K
|
-3,951
|
-1%
|
|
|
156
|
Demars Financial Group
Spokane Valley,
Washington
|
$14.4M
|
+$342K
|
+7,004
|
+2%
|
|
|
157
|
MONECO Advisors
Fairfield,
Connecticut
|
$14.1M
|
+$3.63M
|
+74,280
|
+35%
|
|
|
158
|
Executive Wealth Management
Brighton,
Michigan
|
$14.1M
|
-$6.43M
|
-131,524
|
-31%
|
|
|
159
|
Destiny Capital
Golden,
Colorado
|
$13.7M
|
-$216K
|
-4,424
|
-2%
|
|
|
160
|
Great Lakes Retirement
Sandusky,
Ohio
|
$13.6M
|
-$327K
|
-6,694
|
-2%
|
|
|
161
|
Kestra Private Wealth Services
Austin,
Texas
|
$13.5M
|
+$3.1M
|
+63,477
|
+30%
|
|
|
162
|
Charles Schwab
San Francisco,
California
|
$13.5M
|
-$1.1M
|
-22,466
|
-7%
|
|
|
163
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$13.3M
|
+$987K
|
+20,184
|
+8%
|
|
|
164
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$13.3M
|
+$390K
|
+7,985
|
+3%
|
|
|
165
|
Rockefeller Capital Management
New York
|
$13.3M
|
+$958K
|
+19,598
|
+8%
|
|
|
166
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13.1M
|
+$45.7K
|
+935
|
+0.3%
|
|
|
167
|
Ackerman Capital Advisors
Dallas,
Texas
|
$13.1M
|
-$4.8M
|
-98,174
|
-27%
|
|
|
168
|
Private Wealth Group
Tampa,
Florida
|
$13M
|
+$22.9K
|
+468
|
+0.2%
|
|
|
169
|
Meridian Wealth Management
Lexington,
Kentucky
|
$12.7M
|
+$12.8M
|
+260,985
|
New
|
|
|
170
|
Systelligence LLC
Bloomington,
Minnesota
|
$12.6M
|
+$15.6K
|
+320
|
+0.1%
|
|
|
171
|
SVB Wealth
Boston,
Massachusetts
|
$12.5M
|
-$13.6M
|
-277,955
|
-52%
|
|
|
172
|
Cynosure Group
Salt Lake City,
Utah
|
$12.5M
|
-$85.2K
|
-1,744
|
-0.7%
|
|
|
173
|
Atria Wealth Solutions
New York
|
$12.2M
|
+$92.4K
|
+1,891
|
+0.8%
|
|
|
174
|
Reston Wealth Management
Reston,
Virginia
|
$12.2M
|
-$172K
|
-3,511
|
-1%
|
|
|
175
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$11.8M
|
-$462K
|
-9,444
|
-4%
|
|
