|
126
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$6.21M
|
-$392K
|
-7,701
|
-6%
|
|
|
127
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$6.16M
|
-$323K
|
-6,339
|
-5%
|
|
|
128
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$6.13M
|
+$4.26M
|
+83,608
|
+226%
|
|
|
129
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$6.07M
|
-$1.52M
|
-29,793
|
-20%
|
|
|
130
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.02M
|
+$673K
|
+13,220
|
+13%
|
|
|
131
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$5.93M
|
+$296K
|
+5,816
|
+5%
|
|
|
132
|
Callan Family Office
Radnor,
Pennsylvania
|
$5.87M
|
+$5.88M
|
+115,511
|
New
|
|
|
133
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$5.81M
|
-$74.4K
|
-1,461
|
-1%
|
|
|
134
|
JT Stratford LLC
Gainesville,
Georgia
|
$5.68M
|
-$11.9K
|
-234
|
-0.2%
|
|
|
135
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.58M
|
+$144K
|
+2,822
|
+3%
|
|
|
136
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.44M
|
-$347K
|
-6,819
|
-6%
|
|
|
137
|
Chatham Capital Group
Savannah,
Georgia
|
$5.42M
|
-$1.77M
|
-34,660
|
-25%
|
|
|
138
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$5.37M
|
+$1.83M
|
+35,965
|
+52%
|
|
|
139
|
Weaver Consulting Group
Huntington Beach,
California
|
$5.31M
|
-$933K
|
-18,308
|
-15%
|
|
|
140
|
WorthPointe
La Jolla,
California
|
$5.29M
|
+$4.64M
|
+91,178
|
+714%
|
|
|
141
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.25M
|
+$4.6M
|
+90,367
|
+705%
|
|
|
142
|
AE Wealth Management
Topeka,
Kansas
|
$5.19M
|
-$1.21M
|
-23,701
|
-19%
|
|
|
143
|
KW Wealth Management
Sacramento,
California
|
$5.16M
|
+$896K
|
+17,586
|
+21%
|
|
|
144
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5.15M
|
-$418K
|
-8,210
|
-8%
|
|
|
145
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.99M
|
+$228K
|
+4,483
|
+5%
|
|
|
146
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.9M
|
-$610K
|
-11,977
|
-11%
|
|
|
147
|
White Pine Capital
Bloomington,
Minnesota
|
$4.79M
|
-$62.6K
|
-1,229
|
-1%
|
|
|
148
|
Monument Capital Management
Alexandria,
Virginia
|
$4.73M
|
-$43.1K
|
-846
|
-0.9%
|
|
|
149
|
WealthTrust Asset Management
Destin,
Florida
|
$4.7M
|
-$1.89K
|
-37
|
-0%
|
|
|
150
|
Huntington National Bank
Columbus,
Ohio
|
$4.69M
|
–
|
–
|
–
|
|
