|
126
|
Retirement Capital Strategies
San Jose,
California
|
$19.7M
|
+$948K
|
+12,184
|
+5%
|
|
|
127
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$19.6M
|
+$881K
|
+11,316
|
+5%
|
|
|
128
|
Fonville Wealth Management
Richmond,
Virginia
|
$19.6M
|
+$6.01M
|
+77,138
|
+44%
|
|
|
129
|
Human Investing
Lake Oswego,
Oregon
|
$19.6M
|
-$678K
|
-8,714
|
-3%
|
|
|
130
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$18.8M
|
+$5.88M
|
+75,498
|
+44%
|
|
|
131
|
Lido Advisors
Los Angeles,
California
|
$18.8M
|
+$2.66M
|
+34,167
|
+16%
|
|
|
132
|
MGO One Seven
Beachwood,
Ohio
|
$18.7M
|
+$879K
|
+11,297
|
+5%
|
|
|
133
|
Darrow Company
Needham,
Massachusetts
|
$18.7M
|
+$643K
|
+8,258
|
+4%
|
|
|
134
|
Silver Coast Investments
San Diego,
United States
|
$18.7M
|
+$800K
|
+10,272
|
+4%
|
|
|
135
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.6M
|
+$205K
|
+2,639
|
+1%
|
|
|
136
|
CreativeOne Wealth
Overland Park,
Kansas
|
$18.5M
|
+$632K
|
+8,115
|
+4%
|
|
|
137
|
M&T Bank
Buffalo,
New York
|
$18M
|
+$3.24M
|
+41,628
|
+22%
|
|
|
138
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$18M
|
-$339K
|
-4,352
|
-2%
|
|
|
139
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$17.9M
|
+$462K
|
+5,939
|
+3%
|
|
|
140
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$17.6M
|
-$11.7M
|
-150,867
|
-40%
|
|
|
141
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$17.3M
|
-$203K
|
-2,613
|
-1%
|
|
|
142
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$17.2M
|
+$8.09M
|
+103,982
|
+88%
|
|
|
143
|
MBA Advisors
Hermitage,
Pennsylvania
|
$16.9M
|
+$1.34M
|
+17,177
|
+8%
|
|
|
144
|
Cambridge Capital Management
O'fallon,
Illinois
|
$16.9M
|
+$432K
|
+5,553
|
+3%
|
|
|
145
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.9M
|
+$5.81M
|
+74,684
|
+52%
|
|
|
146
|
Neumann Capital Management
Foster City,
California
|
$16.8M
|
+$2.54M
|
+32,637
|
+18%
|
|
|
147
|
Tumwater Wealth Management
Boise,
Idaho
|
$16.1M
|
+$995K
|
+12,780
|
+7%
|
|
|
148
|
BOK Financial
Tulsa,
Oklahoma
|
$16.1M
|
+$1.91M
|
+24,535
|
+13%
|
|
|
149
|
Apella Capital
West Hartford,
Connecticut
|
$15.7M
|
+$764K
|
+9,819
|
+5%
|
|
|
150
|
NewEdge Advisors
New Orleans,
Louisiana
|
$15.6M
|
-$594K
|
-7,627
|
-4%
|
|
