|
151
|
Advantage Trust Company
Salina,
Kansas
|
$18.2M
|
+$210K
|
+5,096
|
+1%
|
|
|
152
|
CVA Family Office
Denver,
Colorado
|
$18.1M
|
+$3.56M
|
+86,396
|
+25%
|
|
|
153
|
Colorado Capital Management
Boulder,
Colorado
|
$17.5M
|
-$38.5K
|
-935
|
-0.2%
|
|
|
154
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.2M
|
-$1.06M
|
-25,773
|
-6%
|
|
|
155
|
SouthState Corp
Winter Haven,
Florida
|
$17.1M
|
-$201K
|
-4,872
|
-1%
|
|
|
156
|
Quantum Financial Advisors
El Segundo,
California
|
$17M
|
-$82.2K
|
-1,997
|
-0.5%
|
|
|
157
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$17M
|
-$79.5K
|
-1,932
|
-0.5%
|
|
|
158
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$16.9M
|
–
|
–
|
–
|
|
|
159
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$16.9M
|
+$388K
|
+9,431
|
+2%
|
|
|
160
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$16.7M
|
+$381K
|
+9,264
|
+2%
|
|
|
161
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$16.7M
|
+$313K
|
+7,606
|
+2%
|
|
|
162
|
Well Done LLC
Holland,
Michigan
|
$16.5M
|
+$844K
|
+20,513
|
+5%
|
|
|
163
|
Envision Financial Planning
Memphis,
Tennessee
|
$16.5M
|
+$22.5K
|
+547
|
+0.1%
|
|
|
164
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$16.4M
|
+$1.07M
|
+25,953
|
+7%
|
|
|
165
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$16.1M
|
+$163K
|
+3,969
|
+1%
|
|
|
166
|
Charter Capital Management
Brookfield,
Wisconsin
|
$16M
|
+$22K
|
+534
|
+0.1%
|
|
|
167
|
tru Independence
Portland,
Oregon
|
$16M
|
+$100K
|
+2,436
|
+0.6%
|
|
|
168
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$16M
|
+$2.13M
|
+51,759
|
+15%
|
|
|
169
|
My Personal CFO LLC
Vancouver,
Washington
|
$15.9M
|
+$2.22M
|
+53,933
|
+16%
|
|
|
170
|
Optimus Capital Advisors
Coppel,
Texas
|
$15.9M
|
+$301K
|
+7,315
|
+2%
|
|
|
171
|
Sterling Wealth Advisors
Plantation,
Florida
|
$15.7M
|
+$267K
|
+6,493
|
+2%
|
|
|
172
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$15.7M
|
-$2.58M
|
-62,665
|
-14%
|
|
|
173
|
Morling Financial Advisors
Fremont,
California
|
$15.5M
|
+$267K
|
+6,486
|
+2%
|
|
|
174
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$15.5M
|
+$81.2K
|
+1,972
|
+0.5%
|
|
|
175
|
Mendota Financial Group
Madison,
Wisconsin
|
$15.4M
|
+$138K
|
+3,346
|
+0.9%
|
|
