|
126
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$13.9M
|
+$728K
|
+22,215
|
+6%
|
|
|
127
|
Everhart Financial Group
Dublin,
Ohio
|
$13.9M
|
+$8.07M
|
+246,336
|
+159%
|
|
|
128
|
Colorado Capital Management
Boulder,
Colorado
|
$13.7M
|
+$403K
|
+12,304
|
+3%
|
|
|
129
|
Modera Wealth Management
Westwood,
New Jersey
|
$13.7M
|
-$169K
|
-5,163
|
-1%
|
|
|
130
|
Envision Financial Planning
Memphis,
Tennessee
|
$13.7M
|
-$148K
|
-4,531
|
-1%
|
|
|
131
|
Pinnacle Associates
New York
|
$13.6M
|
+$173K
|
+5,293
|
+1%
|
|
|
132
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$13.5M
|
+$173K
|
+5,293
|
+1%
|
|
|
133
|
CPA Asset Management
West Palm Beach,
Florida
|
$13.5M
|
+$92.3K
|
+2,816
|
+0.7%
|
|
|
134
|
Liberty Wealth Management
Oakland,
California
|
$13.5M
|
+$1.51M
|
+46,219
|
+13%
|
|
|
135
|
Kestra Advisory Services
Austin,
Texas
|
$13.4M
|
-$12.9M
|
-394,468
|
-50%
|
|
|
136
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$13.2M
|
-$786
|
-24
|
-0%
|
|
|
137
|
Stifel Financial
St. Louis,
Missouri
|
$13.2M
|
+$222K
|
+6,779
|
+2%
|
|
|
138
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$13.2M
|
+$776K
|
+23,687
|
+7%
|
|
|
139
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$13.1M
|
+$2.23M
|
+67,939
|
+22%
|
|
|
140
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$13.1M
|
-$112K
|
-3,415
|
-0.9%
|
|
|
141
|
Charter Capital Management
Brookfield,
Wisconsin
|
$12.7M
|
+$12M
|
+366,815
|
New
|
|
|
142
|
Archvest Wealth Advisors
Concord,
California
|
$12.6M
|
+$609K
|
+18,576
|
+5%
|
|
|
143
|
tru Independence
Portland,
Oregon
|
$12.5M
|
+$96K
|
+2,930
|
+0.8%
|
|
|
144
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12.3M
|
+$162K
|
+4,936
|
+1%
|
|
|
145
|
Graver Capital Management
Columbus,
Ohio
|
$12.3M
|
+$770K
|
+23,492
|
+7%
|
|
|
146
|
Sterling Wealth Advisors
Plantation,
Florida
|
$11.9M
|
-$477K
|
-14,563
|
-4%
|
|
|
147
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$11.9M
|
+$264K
|
+8,049
|
+2%
|
|
|
148
|
Mendota Financial Group
Madison,
Wisconsin
|
$11.7M
|
+$447K
|
+13,634
|
+4%
|
|
|
149
|
Note Advisors
Buffalo,
New York
|
$11.6M
|
+$1.8M
|
+54,817
|
+19%
|
|
|
150
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.6M
|
+$3.59M
|
+109,673
|
+49%
|
|
