|
151
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$27.2M
|
+$28.2M
|
+765,846
|
New
|
|
|
152
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$26.9M
|
+$27.9M
|
+758,658
|
New
|
|
|
153
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$26.9M
|
+$27.9M
|
+758,016
|
New
|
|
|
154
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$26.8M
|
+$26.3M
|
+713,694
|
+9,710%
|
|
|
155
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$26.7M
|
-$2.38M
|
-64,716
|
-8%
|
|
|
156
|
Principle Wealth Partners
Madison,
Connecticut
|
$26.6M
|
-$11.8M
|
-321,996
|
-30%
|
|
|
157
|
Venture Visionary Partners
Sylvania,
Ohio
|
$26.6M
|
+$5.11M
|
+139,020
|
+23%
|
|
|
158
|
American Investment Services
Great Barrington,
Massachusetts
|
$26.6M
|
-$435K
|
-11,832
|
-2%
|
|
|
159
|
Members Trust
Tampa,
Florida
|
$26.2M
|
-$100K
|
-2,718
|
-0.4%
|
|
|
160
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.1M
|
+$352K
|
+9,564
|
+2%
|
|
|
161
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$25.6M
|
+$194K
|
+5,262
|
+0.7%
|
|
|
162
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$25.1M
|
+$2.58M
|
+70,038
|
+11%
|
|
|
163
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$24.8M
|
-$1.03M
|
-28,134
|
-4%
|
|
|
164
|
Falcon Wealth Planning
Ontario,
California
|
$24.8M
|
+$1.68M
|
+45,726
|
+7%
|
|
|
165
|
Safeguard Financial
Minocqua,
Wisconsin
|
$24.7M
|
+$1.33M
|
+36,210
|
+5%
|
|
|
166
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.7M
|
+$968K
|
+26,322
|
+4%
|
|
|
167
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$23.7M
|
+$905K
|
+24,594
|
+4%
|
|
|
168
|
Strata Wealth Advisors
Dallas,
Texas
|
$23.7M
|
+$24.5M
|
+666,906
|
New
|
|
|
169
|
Brickley Wealth Management
San Mateo,
California
|
$23.5M
|
+$2.97M
|
+80,772
|
+14%
|
|
|
170
|
Jenkins Wealth
Englewood,
Colorado
|
$23.5M
|
+$24.3M
|
+660,660
|
New
|
|
|
171
|
Private Portfolio Partners
Paramus,
New Jersey
|
$23.2M
|
-$309K
|
-8,412
|
-1%
|
|
|
172
|
Affinity Capital Advisors
Berkeley,
California
|
$23.2M
|
+$839K
|
+22,818
|
+4%
|
|
|
173
|
TD Private Client Wealth
New York
|
$22.6M
|
+$1.06M
|
+28,812
|
+5%
|
|
|
174
|
Gleason Group
Prospect,
Kentucky
|
$22.4M
|
-$2.12M
|
-57,594
|
-8%
|
|
|
175
|
Stephens Inc
Little Rock,
Arkansas
|
$22.3M
|
+$225K
|
+6,114
|
+1%
|
|
