|
126
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$10.3M
|
+$10.6M
|
+158,916
|
New
|
|
|
127
|
Enzi Wealth
Austin,
Texas
|
$10.3M
|
+$128K
|
+1,919
|
+1%
|
|
|
128
|
Trinity Financial Advisors
Columbus,
Ohio
|
$10.2M
|
+$1.89M
|
+28,259
|
+22%
|
|
|
129
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$9.86M
|
+$189K
|
+2,829
|
+2%
|
|
|
130
|
One Capital Management
Westlake Village,
California
|
$9.74M
|
-$410K
|
-6,134
|
-4%
|
|
|
131
|
Forum Financial Management
Lombard,
Illinois
|
$9.7M
|
+$1.33M
|
+19,934
|
+15%
|
|
|
132
|
Bridgewater Advisors
New York
|
$9.61M
|
-$198K
|
-2,967
|
-2%
|
|
|
133
|
Capital Performance Advisors
Walnut Creek,
California
|
$9.58M
|
+$193K
|
+2,886
|
+2%
|
|
|
134
|
Summit Wealth Group
White River Junction,
Vermont
|
$9.55M
|
+$382K
|
+5,716
|
+4%
|
|
|
135
|
Hill Island Financial
Grand Rapids,
Michigan
|
$9.37M
|
+$9.63M
|
+144,015
|
New
|
|
|
136
|
Colorado Capital Management
Boulder,
Colorado
|
$9.3M
|
+$970K
|
+14,503
|
+11%
|
|
|
137
|
Envision Financial Planning
Memphis,
Tennessee
|
$9.26M
|
+$50.1K
|
+749
|
+0.5%
|
|
|
138
|
Burk Holdings
Tulsa,
Oklahoma
|
$9.16M
|
+$9.42M
|
+140,809
|
New
|
|
|
139
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.96M
|
-$16.3K
|
-244
|
-0.2%
|
|
|
140
|
BWM Planning
The Woodlands,
Texas
|
$8.96M
|
-$414K
|
-6,192
|
-4%
|
|
|
141
|
Daner Wealth Management
Alpharetta,
Georgia
|
$8.94M
|
+$8.81M
|
+131,685
|
New
|
|
|
142
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$8.94M
|
-$94K
|
-1,405
|
-1%
|
|
|
143
|
Tassel Capital Management
Matthews,
North Carolina
|
$8.88M
|
+$9.12M
|
+136,385
|
New
|
|
|
144
|
MAI Capital Management
Independence,
Ohio
|
$8.85M
|
-$370K
|
-5,527
|
-4%
|
|
|
145
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.68M
|
+$776K
|
+11,599
|
+10%
|
|
|
146
|
Financial Engines Advisors
Santa Clara,
California
|
$8.63M
|
+$4.46M
|
+66,630
|
+101%
|
|
|
147
|
1900 Wealth Management
San Antonio,
Texas
|
$8.53M
|
-$217K
|
-3,248
|
-2%
|
|
|
148
|
Spire Wealth Management
Mclean,
Virginia
|
$8.48M
|
+$90.5K
|
+1,353
|
+1%
|
|
|
149
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$8.33M
|
+$398K
|
+5,957
|
+5%
|
|
|
150
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$8.3M
|
+$737K
|
+11,025
|
+9%
|
|
