|
151
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$16.2M
|
+$2.27M
|
+56,865
|
+16%
|
|
|
152
|
Quantum Financial Advisors
El Segundo,
California
|
$16.1M
|
-$184K
|
-4,594
|
-1%
|
|
|
153
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$16.1M
|
+$201K
|
+5,031
|
+1%
|
|
|
154
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$16M
|
–
|
–
|
–
|
|
|
155
|
Note Advisors
Buffalo,
New York
|
$16M
|
+$859K
|
+21,477
|
+6%
|
|
|
156
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$15.6M
|
+$478K
|
+11,946
|
+3%
|
|
|
157
|
Envision Financial Planning
Memphis,
Tennessee
|
$15.6M
|
+$118K
|
+2,958
|
+0.7%
|
|
|
158
|
Sterling Wealth Advisors
Plantation,
Florida
|
$15.5M
|
-$129K
|
-3,221
|
-0.9%
|
|
|
159
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$15.5M
|
+$599K
|
+14,987
|
+4%
|
|
|
160
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$15.4M
|
+$667K
|
+16,683
|
+4%
|
|
|
161
|
Archvest Wealth Advisors
Concord,
California
|
$15.2M
|
+$469K
|
+11,714
|
+3%
|
|
|
162
|
Charter Capital Management
Brookfield,
Wisconsin
|
$15.1M
|
-$80.5K
|
-2,012
|
-0.5%
|
|
|
163
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$15.1M
|
-$177K
|
-4,423
|
-1%
|
|
|
164
|
tru Independence
Portland,
Oregon
|
$15M
|
-$155K
|
-3,863
|
-1%
|
|
|
165
|
Citadel Advisors
Miami,
Florida
|
$15M
|
+$15M
|
+374,238
|
+3,584%
|
|
|
166
|
Graver Capital Management
Columbus,
Ohio
|
$14.8M
|
+$671K
|
+16,781
|
+5%
|
|
|
167
|
Well Done LLC
Holland,
Michigan
|
$14.8M
|
+$2.41M
|
+60,227
|
+19%
|
|
|
168
|
Optimus Capital Advisors
Coppel,
Texas
|
$14.7M
|
+$758K
|
+18,958
|
+5%
|
|
|
169
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$14.6M
|
+$2.87M
|
+71,855
|
+24%
|
|
|
170
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$14.5M
|
+$230K
|
+5,757
|
+2%
|
|
|
171
|
Mendota Financial Group
Madison,
Wisconsin
|
$14.4M
|
-$49.6K
|
-1,241
|
-0.3%
|
|
|
172
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$14.4M
|
+$4.19M
|
+104,850
|
+39%
|
|
|
173
|
Morling Financial Advisors
Fremont,
California
|
$14.4M
|
+$427K
|
+10,666
|
+3%
|
|
|
174
|
Liberty Wealth Management
Oakland,
California
|
$14.4M
|
-$1.03M
|
-25,799
|
-7%
|
|
|
175
|
Pinnacle Associates
New York
|
$13.9M
|
-$1.4M
|
-34,956
|
-9%
|
|
