|
126
|
Human Investing
Lake Oswego,
Oregon
|
$15.6M
|
+$433K
|
+5,699
|
+3%
|
|
|
127
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$15.3M
|
+$2.09M
|
+27,427
|
+15%
|
|
|
128
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$15.1M
|
+$26.8K
|
+353
|
+0.2%
|
|
|
129
|
Montecito Bank & Trust
Santa Barbara,
California
|
$15.1M
|
+$203K
|
+2,673
|
+1%
|
|
|
130
|
&Partners
Nashville,
Tennessee
|
$14.7M
|
+$1.93M
|
+25,369
|
+15%
|
|
|
131
|
First Merchants Corp
Muncie,
Indiana
|
$14.6M
|
+$1.09M
|
+14,384
|
+8%
|
|
|
132
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$14.4M
|
+$435K
|
+5,720
|
+3%
|
|
|
133
|
Darrow Company
Needham,
Massachusetts
|
$14.3M
|
+$835K
|
+10,988
|
+6%
|
|
|
134
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$14.1M
|
+$1.18M
|
+15,491
|
+9%
|
|
|
135
|
Pacific Capital Wealth Advisors
Corona,
California
|
$14M
|
+$3.66M
|
+48,134
|
+35%
|
|
|
136
|
Systelligence LLC
Bloomington,
Minnesota
|
$13.8M
|
+$14.1M
|
+185,100
|
New
|
|
|
137
|
Allworth Financial
Folsom,
California
|
$13.7M
|
+$5.9M
|
+77,539
|
+73%
|
|
|
138
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$13.7M
|
-$3.46M
|
-45,473
|
-20%
|
|
|
139
|
Zhang Financial
Portage,
Michigan
|
$13.6M
|
+$13M
|
+171,019
|
+1,623%
|
|
|
140
|
TD Private Client Wealth
New York
|
$13.5M
|
+$1.56M
|
+20,571
|
+13%
|
|
|
141
|
Kestra Advisory Services
Austin,
Texas
|
$13.2M
|
+$1.47M
|
+19,344
|
+12%
|
|
|
142
|
Penserra Capital Management
Orinda,
California
|
$13.2M
|
-$24.5K
|
-322
|
-0.2%
|
|
|
143
|
Tumwater Wealth Management
Boise,
Idaho
|
$13.2M
|
+$13.4M
|
+176,017
|
New
|
|
|
144
|
Rockefeller Capital Management
New York
|
$13M
|
+$3.24M
|
+42,621
|
+32%
|
|
|
145
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13M
|
+$1.92M
|
+25,188
|
+17%
|
|
|
146
|
CHB Investment Group
New Hope,
Pennsylvania
|
$12.7M
|
+$492K
|
+6,466
|
+4%
|
|
|
147
|
Burney Company
Reston,
Virginia
|
$12.5M
|
-$1.65M
|
-21,753
|
-11%
|
|
|
148
|
Conquis Financial
Milbrae,
California
|
$12.3M
|
+$12.5M
|
+164,806
|
New
|
|
|
149
|
Clark Asset Management
Stratham,
New Hampshire
|
$12.2M
|
+$1.62M
|
+21,263
|
+15%
|
|
|
150
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$12.1M
|
+$1.54M
|
+20,222
|
+14%
|
|
