|
126
|
Trajan Wealth
Scottsdale,
Arizona
|
$21.6M
|
+$4.27M
|
+55,004
|
+25%
|
|
|
127
|
|
$21.4M
|
+$1.41M
|
+18,185
|
+7%
|
|
|
128
|
Financial Engines Advisors
Santa Clara,
California
|
$20.7M
|
+$9.2M
|
+118,518
|
+79%
|
|
|
129
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.8M
|
+$47.1K
|
+607
|
+0.2%
|
|
|
130
|
First Horizon Advisors
Memphis,
Tennessee
|
$19.8M
|
-$993K
|
-12,793
|
-5%
|
|
|
131
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$19.5M
|
+$1.18M
|
+15,212
|
+6%
|
|
|
132
|
Planning Directions
Glen Mills,
Pennsylvania
|
$19.5M
|
+$2M
|
+25,754
|
+11%
|
|
|
133
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$19.3M
|
-$1.13M
|
-14,523
|
-6%
|
|
|
134
|
Lutz Financial Services
Omaha,
Nebraska
|
$19M
|
+$33.6K
|
+433
|
+0.2%
|
|
|
135
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$18.9M
|
+$988K
|
+12,728
|
+5%
|
|
|
136
|
United Services Automobile Association
San Antonio,
Texas
|
$18.6M
|
-$1.23M
|
-15,830
|
-6%
|
|
|
137
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$18.3M
|
+$172K
|
+2,210
|
+0.9%
|
|
|
138
|
TD Private Client Wealth
New York
|
$18.2M
|
-$8.23K
|
-106
|
-0%
|
|
|
139
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18M
|
+$423K
|
+5,455
|
+2%
|
|
|
140
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$18M
|
+$9.51M
|
+122,564
|
+105%
|
|
|
141
|
Tillman Hartley LLC
Denver,
Colorado
|
$17.8M
|
-$130K
|
-1,678
|
-0.7%
|
|
|
142
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.7M
|
-$69.5K
|
-895
|
-0.4%
|
|
|
143
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.5M
|
+$213K
|
+2,742
|
+1%
|
|
|
144
|
Morningstar Investment Services
Chicago,
Illinois
|
$17.5M
|
-$78.2M
|
-1,007,166
|
-82%
|
|
|
145
|
Fort Henry Capital
Wheeling,
West Virginia
|
$17.4M
|
-$779K
|
-10,037
|
-4%
|
|
|
146
|
BetterWealth
San Jose,
California
|
$17.3M
|
+$993K
|
+12,792
|
+6%
|
|
|
147
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.3M
|
-$38.1K
|
-491
|
-0.2%
|
|
|
148
|
MilWealth Group
Milwaukee,
Wisconsin
|
$17M
|
+$329K
|
+4,245
|
+2%
|
|
|
149
|
M&T Bank
Buffalo,
New York
|
$16.9M
|
-$151K
|
-1,949
|
-0.9%
|
|
|
150
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$683K
|
+8,797
|
+4%
|
|
