|
126
|
Total Wealth Planning
Cincinnati,
Ohio
|
$14.7M
|
+$4.32M
|
+24,830
|
+42%
|
|
|
127
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$14.6M
|
+$150K
|
+864
|
+1%
|
|
|
128
|
|
$14.6M
|
+$14.4M
|
+82,986
|
New
|
|
|
129
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.5M
|
+$619K
|
+3,558
|
+5%
|
|
|
130
|
Pasadena Private Wealth
Pasadena,
California
|
$14.2M
|
-$1.58M
|
-9,113
|
-10%
|
|
|
131
|
Steward Partners Investment Advisory
New York
|
$14.1M
|
+$655K
|
+3,767
|
+5%
|
|
|
132
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.6M
|
+$738K
|
+4,246
|
+6%
|
|
|
133
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.5M
|
-$1.08M
|
-6,231
|
-8%
|
|
|
134
|
Kestra Advisory Services
Austin,
Texas
|
$13.5M
|
+$622K
|
+3,576
|
+5%
|
|
|
135
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$13.4M
|
+$194K
|
+1,117
|
+1%
|
|
|
136
|
Permit Capital Advisors
West Conshohocken,
Pennsylvania
|
$13.3M
|
+$13M
|
+74,546
|
New
|
|
|
137
|
American Research & Management Company
Marion,
Massachusetts
|
$13.2M
|
-$42.6K
|
-245
|
-0.3%
|
|
|
138
|
D.A. Davidson & Co
Great Falls,
Montana
|
$13.1M
|
-$303K
|
-1,745
|
-2%
|
|
|
139
|
Quest Investment Management
Lake Oswego,
Oregon
|
$13.1M
|
-$2.11M
|
-12,147
|
-14%
|
|
|
140
|
Avion Wealth
The Woodlands,
Texas
|
$13M
|
+$453K
|
+2,606
|
+4%
|
|
|
141
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$12.8M
|
+$281K
|
+1,615
|
+2%
|
|
|
142
|
|
$12.3M
|
+$599K
|
+3,445
|
+5%
|
|
|
143
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$12.3M
|
+$210K
|
+1,210
|
+2%
|
|
|
144
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$12.2M
|
+$42.1K
|
+242
|
+0.4%
|
|
|
145
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$12.1M
|
+$5.99M
|
+34,471
|
+100%
|
|
|
146
|
Partners in Financial Planning
Salem,
Virginia
|
$12.1M
|
+$302K
|
+1,739
|
+3%
|
|
|
147
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$12M
|
+$394K
|
+2,267
|
+3%
|
|
|
148
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11.8M
|
+$113K
|
+650
|
+1%
|
|
|
149
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$11.7M
|
-$5.91K
|
-34
|
-0.1%
|
|
|
150
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$11.7M
|
-$235K
|
-1,351
|
-2%
|
|
