|
176
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.9M
|
-$253K
|
-2,824
|
-2%
|
|
|
177
|
Financial Symmetry
Raleigh,
North Carolina
|
$12.8M
|
-$400K
|
-4,459
|
-3%
|
|
|
178
|
Farther Finance Advisors
San Francisco,
California
|
$12.5M
|
+$959K
|
+10,690
|
+8%
|
|
|
179
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.1M
|
+$788K
|
+8,791
|
+7%
|
|
|
180
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$12.1M
|
+$326K
|
+3,634
|
+3%
|
|
|
181
|
GeoWealth Management
Chicago,
Illinois
|
$12M
|
+$316K
|
+3,525
|
+3%
|
|
|
182
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$12M
|
-$193K
|
-2,148
|
-2%
|
|
|
183
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$11.8M
|
+$11.9M
|
+132,413
|
New
|
|
|
184
|
Heritage Family Offices
Scottsdale,
Arizona
|
$11.8M
|
+$4.08M
|
+45,546
|
+52%
|
|
|
185
|
Stifel Financial
St. Louis,
Missouri
|
$11.7M
|
+$7.34M
|
+81,853
|
+166%
|
|
|
186
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$11.6M
|
–
|
–
|
–
|
|
|
187
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$11.5M
|
-$58.6K
|
-653
|
-0.2%
|
|
|
188
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$11.2M
|
+$1.39M
|
+15,495
|
+14%
|
|
|
189
|
Northwest Wealth Management
Spencer,
Iowa
|
$10.9M
|
-$39.3K
|
-438
|
-0.4%
|
|
|
190
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.8M
|
+$8.61M
|
+95,960
|
+378%
|
|
|
191
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$10.8M
|
+$204K
|
+2,273
|
+2%
|
|
|
192
|
Trace Wealth Advisors
Los Angeles,
California
|
$10.8M
|
+$457K
|
+5,095
|
+4%
|
|
|
193
|
True North Advisors
Dallas,
Texas
|
$10.7M
|
+$4.47M
|
+49,840
|
+71%
|
|
|
194
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$10.5M
|
+$216K
|
+2,413
|
+2%
|
|
|
195
|
Equity Wealth Partners
Independence,
Missouri
|
$10.5M
|
+$498K
|
+5,555
|
+5%
|
|
|
196
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$10.4M
|
+$3.15M
|
+35,130
|
+43%
|
|
|
197
|
Watchman Group
Plano,
Texas
|
$10.2M
|
+$691K
|
+7,709
|
+7%
|
|
|
198
|
Perigon Wealth Management
San Francisco,
California
|
$10.2M
|
+$51.9K
|
+579
|
+0.5%
|
|
|
199
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.2M
|
+$5.53M
|
+61,709
|
+118%
|
|
|
200
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$10.1M
|
+$395K
|
+4,409
|
+4%
|
|
