|
151
|
JGP Wealth Management
Bend,
Oregon
|
$14.5M
|
+$310K
|
+4,002
|
+2%
|
|
|
152
|
Arax Advisory Partners
Denver,
Colorado
|
$14.4M
|
+$2.74M
|
+35,413
|
+25%
|
|
|
153
|
Pioneer Wealth Management Group
Austin,
Texas
|
$14.4M
|
+$1.01M
|
+13,056
|
+8%
|
|
|
154
|
MAI Capital Management
Independence,
Ohio
|
$14.3M
|
+$1.72M
|
+22,152
|
+15%
|
|
|
155
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$13.8M
|
–
|
–
|
–
|
|
|
156
|
Axxcess Wealth Management
Carlsbad,
California
|
$13.7M
|
+$12.9M
|
+166,905
|
New
|
|
|
157
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$13.4M
|
+$1.19M
|
+15,334
|
+10%
|
|
|
158
|
Allworth Financial
Folsom,
California
|
$13.3M
|
-$5.34M
|
-68,982
|
-30%
|
|
|
159
|
Granite Harbor Advisors
Houston,
Texas
|
$13.1M
|
+$1.83M
|
+23,649
|
+17%
|
|
|
160
|
Clearstead Advisors
Cleveland,
Ohio
|
$13.1M
|
+$587K
|
+7,580
|
+5%
|
|
|
161
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.8M
|
+$664K
|
+8,568
|
+6%
|
|
|
162
|
Atria Investments
Charlotte,
North Carolina
|
$12.7M
|
+$11.9M
|
+153,751
|
New
|
|
|
163
|
Wealth Management Partners
Tucson,
Arizona
|
$12.6M
|
+$404K
|
+5,218
|
+4%
|
|
|
164
|
|
$12.6M
|
+$20.3K
|
+262
|
+0.2%
|
|
|
165
|
VeraBank
Henderson,
Texas
|
$12.6M
|
+$1.02M
|
+13,115
|
+9%
|
|
|
166
|
One Capital Management
Westlake Village,
California
|
$12.3M
|
–
|
–
|
–
|
|
|
167
|
Wood Tarver Financial Group
Boise,
Idaho
|
$12.3M
|
+$669K
|
+8,640
|
+6%
|
|
|
168
|
Webster Bank
Waterbury,
Connecticut
|
$12.2M
|
-$256K
|
-3,309
|
-2%
|
|
|
169
|
WorthPointe
La Jolla,
California
|
$12.1M
|
-$218K
|
-2,815
|
-2%
|
|
|
170
|
Envision Financial Planning
Memphis,
Tennessee
|
$11.8M
|
-$114K
|
-1,469
|
-1%
|
|
|
171
|
Gemmer Asset Management
Walnut Creek,
California
|
$11.8M
|
+$358K
|
+4,626
|
+3%
|
|
|
172
|
Spire Wealth Management
Mclean,
Virginia
|
$11.7M
|
+$254K
|
+3,282
|
+2%
|
|
|
173
|
Forum Financial Management
Lombard,
Illinois
|
$11.6M
|
-$343K
|
-4,430
|
-3%
|
|
|
174
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$11.6M
|
+$193K
|
+2,490
|
+2%
|
|
|
175
|
Daner Wealth Management
Alpharetta,
Georgia
|
$11.4M
|
-$76K
|
-981
|
-0.7%
|
|
