|
126
|
EPG Wealth Management
Atlanta,
Georgia
|
$13.8M
|
+$277K
|
+2,618
|
+2%
|
|
|
127
|
Johanson Financial Advisors
Campbell,
California
|
$13.6M
|
+$81.6K
|
+772
|
+0.6%
|
|
|
128
|
Executive Wealth Management
Brighton,
Michigan
|
$13.6M
|
-$110K
|
-1,037
|
-0.8%
|
|
|
129
|
Transcend Capital Advisors
Madison,
New Jersey
|
$13.6M
|
+$1.23M
|
+11,624
|
+10%
|
|
|
130
|
R.W. Roge & Company
Bohemia,
New York
|
$13.6M
|
+$1.19M
|
+11,256
|
+10%
|
|
|
131
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$13.6M
|
+$9.18M
|
+86,836
|
+196%
|
|
|
132
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$13.4M
|
+$1.06M
|
+10,055
|
+8%
|
|
|
133
|
Linscomb Wealth
Houston,
Texas
|
$13.4M
|
-$215K
|
-2,030
|
-2%
|
|
|
134
|
SlateStone Wealth
Jupiter,
Florida
|
$13.4M
|
+$631K
|
+5,971
|
+5%
|
|
|
135
|
Annandale Capital
Dallas,
Texas
|
$13.1M
|
-$108K
|
-1,020
|
-0.8%
|
|
|
136
|
Mutual Advisors
Omaha,
Nebraska
|
$12.9M
|
+$801K
|
+7,575
|
+6%
|
|
|
137
|
Essex Financial Services
Essex,
Connecticut
|
$12.9M
|
+$4.94M
|
+46,710
|
+60%
|
|
|
138
|
Venture Visionary Partners
Sylvania,
Ohio
|
$12.9M
|
+$10.2M
|
+96,700
|
+348%
|
|
|
139
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.8M
|
+$1.97M
|
+18,646
|
+18%
|
|
|
140
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$12.8M
|
-$224K
|
-2,117
|
-2%
|
|
|
141
|
Financial Counselors Inc
Overland Park,
Kansas
|
$12.8M
|
+$291K
|
+2,753
|
+2%
|
|
|
142
|
Country Club Trust
Kansas City,
Missouri
|
$12.7M
|
-$414K
|
-3,917
|
-3%
|
|
|
143
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$12.7M
|
+$8.47M
|
+80,079
|
+188%
|
|
|
144
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$12.7M
|
+$37.6K
|
+356
|
+0.3%
|
|
|
145
|
HeadInvest LLC
Portland,
Maine
|
$12.6M
|
+$141K
|
+1,335
|
+1%
|
|
|
146
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$12.2M
|
+$470K
|
+4,448
|
+4%
|
|
|
147
|
SEI Investments
Oaks,
Pennsylvania
|
$12M
|
+$1.34M
|
+12,703
|
+12%
|
|
|
148
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$11.8M
|
+$921K
|
+8,711
|
+8%
|
|
|
149
|
NinePointTwo Capital
Los Angeles,
California
|
$11.8M
|
–
|
–
|
–
|
|
|
150
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.8M
|
+$846
|
+8
|
+0%
|
|
