|
126
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$17.1M
|
+$1.56M
|
+44,056
|
+10%
|
|
|
127
|
Wealthquest
Cincinnati,
Ohio
|
$16.9M
|
+$133K
|
+3,767
|
+0.8%
|
|
|
128
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.8M
|
+$1.5M
|
+42,440
|
+10%
|
|
|
129
|
Advantage Trust Company
Salina,
Kansas
|
$16M
|
+$591K
|
+16,720
|
+4%
|
|
|
130
|
Quantum Financial Advisors
El Segundo,
California
|
$15.6M
|
-$1.25M
|
-35,381
|
-8%
|
|
|
131
|
Stifel Financial
St. Louis,
Missouri
|
$15.5M
|
+$1.53M
|
+43,150
|
+11%
|
|
|
132
|
Colorado Capital Management
Boulder,
Colorado
|
$15.2M
|
+$820K
|
+23,184
|
+6%
|
|
|
133
|
Prudent Man Investment Management
Louisville,
Colorado
|
$15.2M
|
-$6.83K
|
-193
|
-0%
|
|
|
134
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$14.9M
|
+$4.7M
|
+132,980
|
+48%
|
|
|
135
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$14.9M
|
-$586K
|
-16,573
|
-4%
|
|
|
136
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$14.9M
|
+$235K
|
+6,637
|
+2%
|
|
|
137
|
|
$14.8M
|
-$516K
|
-14,600
|
-3%
|
|
|
138
|
Envision Financial Planning
Memphis,
Tennessee
|
$14.7M
|
+$348K
|
+9,831
|
+2%
|
|
|
139
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.4M
|
+$12.7K
|
+360
|
+0.1%
|
|
|
140
|
CPA Asset Management
West Palm Beach,
Florida
|
$14.3M
|
+$126K
|
+3,575
|
+0.9%
|
|
|
141
|
Pinnacle Associates
New York
|
$14.3M
|
–
|
–
|
–
|
|
|
142
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$14.2M
|
–
|
–
|
–
|
|
|
143
|
Liberty Wealth Management
Oakland,
California
|
$14.2M
|
+$23.8K
|
+673
|
+0.2%
|
|
|
144
|
Sterling Wealth Advisors
Plantation,
Florida
|
$13.9M
|
+$1.23M
|
+34,849
|
+10%
|
|
|
145
|
Charter Capital Management
Brookfield,
Wisconsin
|
$13.9M
|
+$522K
|
+14,749
|
+4%
|
|
|
146
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$13.8M
|
-$80.9K
|
-2,288
|
-0.6%
|
|
|
147
|
Larson Financial Group
St Louis,
Missouri
|
$13.7M
|
-$3.89M
|
-109,962
|
-23%
|
|
|
148
|
Financial Engines Advisors
Santa Clara,
California
|
$13.7M
|
+$2.68M
|
+75,911
|
+25%
|
|
|
149
|
Archvest Wealth Advisors
Concord,
California
|
$13.7M
|
+$446K
|
+12,602
|
+3%
|
|
|
150
|
tru Independence
Portland,
Oregon
|
$13.7M
|
+$504K
|
+14,251
|
+4%
|
|
