|
126
|
Family Wealth Partners
Matthews,
North Carolina
|
$9.95M
|
-$214K
|
-2,634
|
-2%
|
|
|
127
|
Convergence Financial
Columbia,
Missouri
|
$9.84M
|
+$495K
|
+6,089
|
+5%
|
|
|
128
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$9.74M
|
+$652K
|
+8,020
|
+7%
|
|
|
129
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.71M
|
-$189K
|
-2,320
|
-2%
|
|
|
130
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$9.68M
|
+$9.54M
|
+117,401
|
New
|
|
|
131
|
Financial Management Inc
Little Rock,
Arkansas
|
$9.63M
|
+$9.48M
|
+116,717
|
New
|
|
|
132
|
Integrity Alliance
Urbandale,
Iowa
|
$9.51M
|
+$921K
|
+11,335
|
+11%
|
|
|
133
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$9.49M
|
-$599K
|
-7,376
|
-6%
|
|
|
134
|
Norris Perne & French
Grand Rapids,
Michigan
|
$9.39M
|
+$2.38M
|
+29,318
|
+35%
|
|
|
135
|
Steele Capital Management
Dubuque,
Iowa
|
$9.32M
|
-$103K
|
-1,271
|
-1%
|
|
|
136
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.1M
|
+$324K
|
+3,993
|
+4%
|
|
|
137
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.1M
|
+$8.63M
|
+106,155
|
+2,529%
|
|
|
138
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$9.07M
|
+$820K
|
+10,089
|
+10%
|
|
|
139
|
Principal Financial Group
Des Moines,
Iowa
|
$8.72M
|
–
|
–
|
–
|
|
|
140
|
Simplicity Wealth
Summit,
New Jersey
|
$8.58M
|
-$347K
|
-4,266
|
-4%
|
|
|
141
|
Aspiriant LLC
Los Angeles,
California
|
$8.47M
|
+$8.35M
|
+102,726
|
New
|
|
|
142
|
Brown Wealth Management
Naperville,
Illinois
|
$8.36M
|
+$930K
|
+11,438
|
+13%
|
|
|
143
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.34M
|
-$1.3K
|
-16
|
-0%
|
|
|
144
|
Leavell Investment Management
Mobile,
Alabama
|
$8.27M
|
+$1.27M
|
+15,599
|
+18%
|
|
|
145
|
GW&K Investment Management
Boston,
Massachusetts
|
$8.27M
|
+$1.22M
|
+14,973
|
+18%
|
|
|
146
|
rebel Financial
Groveport,
Ohio
|
$8.23M
|
+$8.11M
|
+99,792
|
New
|
|
|
147
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$8.14M
|
+$614K
|
+7,552
|
+9%
|
|
|
148
|
Perigon Wealth Management
San Francisco,
California
|
$8M
|
+$56.6K
|
+697
|
+0.7%
|
|
|
149
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$7.88M
|
+$110K
|
+1,358
|
+1%
|
|
|
150
|
ALPS Advisors
Denver,
Colorado
|
$7.71M
|
–
|
–
|
–
|
|
