|
176
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$34.5M
|
+$980K
|
+6,713
|
+3%
|
|
|
177
|
Kaydan Wealth Management
Fenton,
Michigan
|
$34M
|
+$798K
|
+5,471
|
+2%
|
|
|
178
|
Koshinski Asset Management
Decatur,
Illinois
|
$33.7M
|
+$697K
|
+4,775
|
+2%
|
|
|
179
|
Private Capital Group
West Hartford,
Connecticut
|
$33.3M
|
-$2.07M
|
-14,170
|
-6%
|
|
|
180
|
TL Private Wealth
Southlake,
Texas
|
$33.1M
|
+$1.34M
|
+9,172
|
+4%
|
|
|
181
|
TD Private Client Wealth
New York
|
$31.9M
|
+$4.49M
|
+30,784
|
+17%
|
|
|
182
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$31.8M
|
-$609K
|
-4,174
|
-2%
|
|
|
183
|
Gleason Group
Prospect,
Kentucky
|
$31.6M
|
+$8.3M
|
+56,870
|
+36%
|
|
|
184
|
|
$30.5M
|
+$4.76M
|
+32,595
|
+19%
|
|
|
185
|
Falcon Wealth Planning
Ontario,
California
|
$30.1M
|
+$1.99M
|
+13,656
|
+7%
|
|
|
186
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$30M
|
-$2.27M
|
-15,546
|
-7%
|
|
|
187
|
Private Portfolio Partners
Paramus,
New Jersey
|
$29.3M
|
+$1.37M
|
+9,363
|
+5%
|
|
|
188
|
INVST
Indianapolis,
Indiana
|
$29.3M
|
+$235K
|
+1,613
|
+0.8%
|
|
|
189
|
|
$29.3M
|
+$199K
|
+1,366
|
+0.7%
|
|
|
190
|
Venture Visionary Partners
Sylvania,
Ohio
|
$28.7M
|
+$12.5M
|
+85,984
|
+79%
|
|
|
191
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$28.6M
|
+$2.18M
|
+14,934
|
+8%
|
|
|
192
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$28.4M
|
-$1.17M
|
-8,000
|
-4%
|
|
|
193
|
Wealth Architects
Mountain View,
California
|
$28.4M
|
+$659K
|
+4,516
|
+2%
|
|
|
194
|
Allspring Global Investments
Charlotte,
North Carolina
|
$28.3M
|
-$1.34M
|
-9,168
|
-5%
|
|
|
195
|
Steward Partners Investment Advisory
New York
|
$28.2M
|
+$2.45M
|
+16,769
|
+10%
|
|
|
196
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$27.9M
|
+$1.33M
|
+9,121
|
+5%
|
|
|
197
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$27.5M
|
+$225K
|
+1,544
|
+0.8%
|
|
|
198
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$27.2M
|
+$26.9M
|
+184,262
|
New
|
|
|
199
|
TMD Wealth Management
Scottsdale,
Arizona
|
$27.1M
|
+$26.4M
|
+180,733
|
+6,402%
|
|
|
200
|
Forte Capital
Rochester,
New York
|
$27M
|
–
|
–
|
–
|
|
