|
226
|
Whelan Financial
Fresno,
California
|
$14.3M
|
+$433K
|
+5,923
|
+3%
|
|
|
227
|
Zhang Financial
Portage,
Michigan
|
$14.3M
|
+$4.97M
|
+67,883
|
+54%
|
|
|
228
|
UMB Bank
Kansas City,
Missouri
|
$14.3M
|
+$2.56M
|
+34,970
|
+22%
|
|
|
229
|
Bank of Hawaii
Honolulu,
Hawaii
|
$14.2M
|
-$159K
|
-2,178
|
-1%
|
|
|
230
|
WBH Advisory
Baltimore,
Maryland
|
$14M
|
+$13.9M
|
+189,788
|
New
|
|
|
231
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13.8M
|
+$205K
|
+2,807
|
+2%
|
|
|
232
|
Crewe Advisors
Salt Lake City,
Utah
|
$13.7M
|
+$11.9M
|
+162,356
|
+704%
|
|
|
233
|
FOCUS Wealth Advisors
Houston,
Texas
|
$13.5M
|
-$190K
|
-2,590
|
-1%
|
|
|
234
|
Falcon Wealth Planning
Ontario,
California
|
$13.3M
|
+$2.26M
|
+30,916
|
+21%
|
|
|
235
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.1M
|
+$1.9M
|
+26,017
|
+17%
|
|
|
236
|
MGO Private Wealth
Irvine,
California
|
$12.9M
|
+$1.6M
|
+21,903
|
+14%
|
|
|
237
|
Kestra Advisory Services
Austin,
Texas
|
$12.8M
|
-$4.31M
|
-58,900
|
-25%
|
|
|
238
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.7M
|
+$32.8K
|
+448
|
+0.3%
|
|
|
239
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.7M
|
+$377K
|
+5,151
|
+3%
|
|
|
240
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.7M
|
-$1.8M
|
-24,542
|
-13%
|
|
|
241
|
Cambria Investment Management
Manhattan Beach,
California
|
$12.7M
|
+$543K
|
+7,417
|
+5%
|
|
|
242
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12.6M
|
+$765K
|
+10,461
|
+7%
|
|
|
243
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$12.4M
|
+$382K
|
+5,220
|
+3%
|
|
|
244
|
Leavell Investment Management
Mobile,
Alabama
|
$12.3M
|
+$3.07M
|
+41,954
|
+34%
|
|
|
245
|
|
$12.3M
|
+$460K
|
+6,282
|
+4%
|
|
|
246
|
TD Private Client Wealth
New York
|
$12.2M
|
+$1.39M
|
+19,017
|
+13%
|
|
|
247
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$12.1M
|
-$2.47M
|
-33,711
|
-17%
|
|
|
248
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$12M
|
+$679K
|
+9,275
|
+6%
|
|
|
249
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$12M
|
+$238K
|
+3,249
|
+2%
|
|
|
250
|
Tobias Financial Advisors
Plantation,
Florida
|
$12M
|
-$425K
|
-5,811
|
-3%
|
|
