|
201
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$14.9M
|
+$14.7M
|
+261,889
|
New
|
|
|
202
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$14.7M
|
+$3.43M
|
+60,993
|
+31%
|
|
|
203
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$14.6M
|
+$502K
|
+8,928
|
+4%
|
|
|
204
|
Kestra Advisory Services
Austin,
Texas
|
$14.6M
|
+$867K
|
+15,440
|
+6%
|
|
|
205
|
Stephens Inc
Little Rock,
Arkansas
|
$14.4M
|
+$496K
|
+8,827
|
+4%
|
|
|
206
|
Meridian Wealth Management
Lexington,
Kentucky
|
$14.4M
|
-$59.6K
|
-1,061
|
-0.4%
|
|
|
207
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$14.1M
|
-$16.6K
|
-296
|
-0.1%
|
|
|
208
|
Cobblestone Asset Management
Richmond,
Virginia
|
$13.8M
|
+$4.17M
|
+74,268
|
+44%
|
|
|
209
|
Alpha Capital Advisors
Bangor,
Maine
|
$13.4M
|
+$13M
|
+231,049
|
New
|
|
|
210
|
Millington Financial Advisors
Naperville,
Illinois
|
$13.2M
|
-$1.45M
|
-25,786
|
-10%
|
|
|
211
|
Optimist Retirement Group
Bellevue,
Washington
|
$13.1M
|
-$13.4K
|
-239
|
-0.1%
|
|
|
212
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$13M
|
+$4.66M
|
+82,981
|
+57%
|
|
|
213
|
GHP Investment Advisors
Denver,
Colorado
|
$12.9M
|
-$93.9K
|
-1,671
|
-0.7%
|
|
|
214
|
Financial Council
Towson,
Maryland
|
$12.9M
|
+$12.1K
|
+216
|
+0.1%
|
|
|
215
|
Diligent Investors
Redlands,
California
|
$12.7M
|
-$503K
|
-8,948
|
-4%
|
|
|
216
|
Cary Street Partners
Richmond,
Virginia
|
$12.7M
|
-$1.12M
|
-19,976
|
-8%
|
|
|
217
|
Portside Wealth Group
Provo,
Utah
|
$12.6M
|
+$1.1M
|
+19,659
|
+10%
|
|
|
218
|
Reston Wealth Management
Reston,
Virginia
|
$12.6M
|
+$24.6K
|
+437
|
+0.2%
|
|
|
219
|
Hofer & Associates
Thousand Oaks,
California
|
$12.3M
|
+$384K
|
+6,841
|
+3%
|
|
|
220
|
Larson Financial Group
St Louis,
Missouri
|
$12.3M
|
-$432K
|
-7,690
|
-3%
|
|
|
221
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$12.2M
|
+$570K
|
+10,140
|
+5%
|
|
|
222
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$12.1M
|
-$217K
|
-3,863
|
-2%
|
|
|
223
|
GenWealth Group
Maplewood,
New Jersey
|
$12M
|
+$425K
|
+7,557
|
+4%
|
|
|
224
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.9M
|
+$281K
|
+4,996
|
+2%
|
|
|
225
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$11.9M
|
-$70.2K
|
-1,250
|
-0.6%
|
|
