|
126
|
Goodman Advisory Group
Needham,
Massachusetts
|
$3.98M
|
+$439K
|
+4,772
|
+12%
|
|
|
127
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$3.97M
|
+$4.04M
|
+43,886
|
New
|
|
|
128
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.93M
|
+$420K
|
+4,563
|
+12%
|
|
|
129
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$3.87M
|
-$2.87M
|
-31,165
|
-42%
|
|
|
130
|
Comerica Bank
Dallas,
Texas
|
$3.85M
|
+$1.19M
|
+12,875
|
+43%
|
|
|
131
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.81M
|
+$1.12M
|
+12,122
|
+40%
|
|
|
132
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$3.79M
|
+$2.58M
|
+28,006
|
+201%
|
|
|
133
|
Linscomb Wealth
Houston,
Texas
|
$3.78M
|
+$344K
|
+3,738
|
+10%
|
|
|
134
|
Lunt Capital Management
Holladay,
Utah
|
$3.77M
|
+$990K
|
+10,757
|
+35%
|
|
|
135
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.67M
|
-$80.6K
|
-876
|
-2%
|
|
|
136
|
Traction Financial Partners
Encampment,
Wyoming
|
$3.66M
|
+$278K
|
+3,016
|
+8%
|
|
|
137
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.56M
|
–
|
–
|
–
|
|
|
138
|
Strategic Advisors
New York
|
$3.52M
|
+$141K
|
+1,531
|
+4%
|
|
|
139
|
Capital Planning Advisors
Roseville,
California
|
$3.52M
|
-$361K
|
-3,926
|
-9%
|
|
|
140
|
McGrath & Associates
Asheville,
North Carolina
|
$3.48M
|
+$3.54M
|
+38,493
|
New
|
|
|
141
|
Davenport & Co
Richmond,
Virginia
|
$3.37M
|
+$1.7M
|
+18,492
|
+98%
|
|
|
142
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.34M
|
+$479K
|
+5,207
|
+16%
|
|
|
143
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.3M
|
-$34.6K
|
-376
|
-1%
|
|
|
144
|
Affiance Financial
St. Louis Park,
Minnesota
|
$3.27M
|
+$455K
|
+4,942
|
+16%
|
|
|
145
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.13M
|
+$3.18M
|
+34,525
|
New
|
|
|
146
|
Blue Oak Capital
Menlo Park,
California
|
$3.11M
|
+$3.15M
|
+34,200
|
New
|
|
|
147
|
Capital Planning
Bellevue,
Washington
|
$3.04M
|
+$3.08M
|
+33,477
|
New
|
|
|
148
|
Essex Financial Services
Essex,
Connecticut
|
$2.97M
|
+$420K
|
+4,567
|
+16%
|
|
|
149
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.93M
|
+$945K
|
+10,264
|
+46%
|
|
|
150
|
EP Wealth Advisors
Torrance,
California
|
$2.9M
|
+$569K
|
+6,185
|
+24%
|
|
