|
126
|
|
$19.5M
|
+$1.24M
|
+16,528
|
+7%
|
|
|
127
|
Planning Directions
Glen Mills,
Pennsylvania
|
$19.4M
|
-$6.18M
|
-82,367
|
-24%
|
|
|
128
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$19.4M
|
-$1.06M
|
-14,097
|
-5%
|
|
|
129
|
Fort Henry Capital
Wheeling,
West Virginia
|
$19.4M
|
-$1.2M
|
-15,965
|
-6%
|
|
|
130
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.4M
|
+$810K
|
+10,791
|
+4%
|
|
|
131
|
Efficient Advisors
Mason,
Ohio
|
$19M
|
-$48.5M
|
-646,332
|
-72%
|
|
|
132
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$19M
|
-$5.97M
|
-79,584
|
-24%
|
|
|
133
|
Comerica Bank
Dallas,
Texas
|
$18.9M
|
+$7.95M
|
+105,936
|
+74%
|
|
|
134
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$18.5M
|
+$6.36M
|
+84,815
|
+53%
|
|
|
135
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$18.2M
|
+$15.9M
|
+211,954
|
+702%
|
|
|
136
|
HT Partners
Centerbrook,
Connecticut
|
$18.1M
|
+$15.9M
|
+211,957
|
+728%
|
|
|
137
|
REDW Wealth
Albuquerque,
New Mexico
|
$18.1M
|
+$435K
|
+5,801
|
+2%
|
|
|
138
|
Newton One Investments
Newark,
Delaware
|
$17.6M
|
-$845K
|
-11,266
|
-5%
|
|
|
139
|
NEPC LLC
Boston,
Massachusetts
|
$17.5M
|
–
|
–
|
–
|
|
|
140
|
FLC Capital Advisors
Palm Desert,
California
|
$17.5M
|
+$11.2M
|
+148,789
|
+178%
|
|
|
141
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$17.4M
|
-$1.91M
|
-25,418
|
-10%
|
|
|
142
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$17.4M
|
-$3.83M
|
-51,040
|
-18%
|
|
|
143
|
M&T Bank
Buffalo,
New York
|
$17.4M
|
-$729K
|
-9,718
|
-4%
|
|
|
144
|
Austin Asset Management
Austin,
Texas
|
$17.4M
|
–
|
–
|
–
|
|
|
145
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$17.2M
|
+$140K
|
+1,871
|
+0.8%
|
|
|
146
|
Watchman Group
Plano,
Texas
|
$17M
|
-$634K
|
-8,445
|
-4%
|
|
|
147
|
KWMG LLC
Overland Park,
Kansas
|
$16.9M
|
-$153K
|
-2,036
|
-0.9%
|
|
|
148
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$16.8M
|
+$16.8M
|
+223,268
|
New
|
|
|
149
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$16.5M
|
–
|
–
|
–
|
|
|
150
|
Prudential Financial
Newark,
New Jersey
|
$16.5M
|
+$961K
|
+12,809
|
+6%
|
|
