|
151
|
SFM LLC
Manchester,
New Hampshire
|
$9.16M
|
-$7.18M
|
-142,728
|
-44%
|
|
|
152
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$9.16M
|
+$883K
|
+17,538
|
+11%
|
|
|
153
|
Ankerstar Wealth
Leander,
Texas
|
$9.01M
|
+$9.01M
|
+178,970
|
New
|
|
|
154
|
Dorval Corp
Maple Grove,
Minnesota
|
$8.83M
|
-$3.61M
|
-71,820
|
-29%
|
|
|
155
|
Warner Group
Madison,
Connecticut
|
$8.76M
|
+$14.2K
|
+283
|
+0.2%
|
|
|
156
|
|
$8.31M
|
-$182K
|
-3,613
|
-2%
|
|
|
157
|
Keebeck Wealth Management
Chicago,
Illinois
|
$8.27M
|
+$1.19M
|
+23,672
|
+17%
|
|
|
158
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$8.11M
|
+$453K
|
+8,992
|
+6%
|
|
|
159
|
Andina Capital Management
Lehi,
Utah
|
$7.99M
|
-$6.42M
|
-127,588
|
-45%
|
|
|
160
|
Fortune Financial Group
Naples,
Florida
|
$7.87M
|
+$7.87M
|
+156,420
|
New
|
|
|
161
|
ORG Partners
Roanoke,
Indiana
|
$7.75M
|
+$1.87M
|
+37,174
|
+32%
|
|
|
162
|
BlackDiamond Wealth Management
New York
|
$7.48M
|
-$2.21M
|
-43,892
|
-23%
|
|
|
163
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.38M
|
+$6.07M
|
+120,517
|
+460%
|
|
|
164
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$7.22M
|
+$3.62M
|
+71,918
|
+100%
|
|
|
165
|
TD Capital Management
Memphis,
Tennessee
|
$7.2M
|
-$2.67M
|
-53,136
|
-27%
|
|
|
166
|
Ares Financial Consulting
Calabasas,
California
|
$7.18M
|
+$7.19M
|
+142,775
|
New
|
|
|
167
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$7.18M
|
-$5.74M
|
-113,995
|
-44%
|
|
|
168
|
Cresset Asset Management
Chicago,
Illinois
|
$7.09M
|
+$103K
|
+2,055
|
+1%
|
|
|
169
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.95M
|
-$275K
|
-5,473
|
-4%
|
|
|
170
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$6.89M
|
-$849K
|
-16,864
|
-11%
|
|
|
171
|
Independent Wealth Advisors
Cary,
North Carolina
|
$6.89M
|
+$6.89M
|
+136,860
|
New
|
|
|
172
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$6.63M
|
-$4.18K
|
-83
|
-0.1%
|
|
|
173
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.5M
|
-$139K
|
-2,764
|
-2%
|
|
|
174
|
Reality Financial Planning Services
Sarasota,
Florida
|
$6.44M
|
+$6.45M
|
+128,077
|
New
|
|
|
175
|
Wealthcare Capital Management
Richmond,
Virginia
|
$6.34M
|
+$82.7K
|
+1,644
|
+1%
|
|
