|
126
|
United Services Automobile Association
San Antonio,
Texas
|
$20.2M
|
-$8.31M
|
-106,722
|
-29%
|
|
|
127
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.1M
|
+$172K
|
+2,211
|
+0.9%
|
|
|
128
|
Atria Investments
Charlotte,
North Carolina
|
$19.6M
|
-$10.3K
|
-132
|
-0.1%
|
|
|
129
|
Farther Finance Advisors
San Francisco,
California
|
$19.5M
|
-$4.25M
|
-54,536
|
-18%
|
|
|
130
|
Lutz Financial Services
Omaha,
Nebraska
|
$19.3M
|
+$165K
|
+2,113
|
+0.9%
|
|
|
131
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$18.8M
|
-$7.92M
|
-101,651
|
-30%
|
|
|
132
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$18.7M
|
+$173K
|
+2,227
|
+0.9%
|
|
|
133
|
TD Private Client Wealth
New York
|
$18.5M
|
-$943K
|
-12,109
|
-5%
|
|
|
134
|
Fort Henry Capital
Wheeling,
West Virginia
|
$18.5M
|
-$4.6M
|
-59,004
|
-20%
|
|
|
135
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$18.4M
|
+$528K
|
+6,779
|
+3%
|
|
|
136
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$18.3M
|
-$39.6K
|
-508
|
-0.2%
|
|
|
137
|
Tillman Hartley LLC
Denver,
Colorado
|
$18.3M
|
+$2.87M
|
+36,899
|
+19%
|
|
|
138
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.1M
|
-$6.15M
|
-78,966
|
-26%
|
|
|
139
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.9M
|
-$1.16M
|
-14,852
|
-6%
|
|
|
140
|
Planning Directions
Glen Mills,
Pennsylvania
|
$17.9M
|
-$1.36M
|
-17,473
|
-7%
|
|
|
141
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$17.8M
|
+$963K
|
+12,366
|
+6%
|
|
|
142
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.7M
|
+$536K
|
+6,875
|
+3%
|
|
|
143
|
Trajan Wealth
Scottsdale,
Arizona
|
$17.6M
|
+$3.46M
|
+44,379
|
+25%
|
|
|
144
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.6M
|
-$1.7M
|
-21,767
|
-9%
|
|
|
145
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.6M
|
+$2.29M
|
+29,438
|
+15%
|
|
|
146
|
M&T Bank
Buffalo,
New York
|
$17.3M
|
-$119K
|
-1,532
|
-0.7%
|
|
|
147
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$17M
|
+$250K
|
+3,214
|
+2%
|
|
|
148
|
MilWealth Group
Milwaukee,
Wisconsin
|
$16.9M
|
+$492K
|
+6,312
|
+3%
|
|
|
149
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16.9M
|
-$3.27M
|
-42,038
|
-16%
|
|
|
150
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$16.8M
|
-$2.77M
|
-35,596
|
-14%
|
|
