|
151
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.5M
|
-$17.5M
|
-474,230
|
-48%
|
|
|
152
|
Good Life Advisors
Reading,
Pennsylvania
|
$27.4M
|
+$1.24M
|
+33,530
|
+5%
|
|
|
153
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$26.8M
|
+$349K
|
+9,460
|
+1%
|
|
|
154
|
Mariner
Overland Park,
Kansas
|
$26.7M
|
+$2.21M
|
+59,715
|
+9%
|
|
|
155
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$25.9M
|
-$7M
|
-189,425
|
-22%
|
|
|
156
|
Goelzer Investment Management
Carmel,
Indiana
|
$25.6M
|
+$7.74M
|
+209,645
|
+45%
|
|
|
157
|
First Business Financial Services
Madison,
Wisconsin
|
$25.1M
|
+$3.4M
|
+92,025
|
+16%
|
|
|
158
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$25M
|
-$4.51M
|
-122,185
|
-16%
|
|
|
159
|
MCF Advisors
Covington,
Kentucky
|
$24.5M
|
+$232K
|
+6,270
|
+1%
|
|
|
160
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$24M
|
-$284K
|
-7,685
|
-1%
|
|
|
161
|
LGL Partners
Philadelphia,
Pennsylvania
|
$23.5M
|
+$5.48M
|
+148,280
|
+31%
|
|
|
162
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$23.5M
|
+$182K
|
+4,920
|
+0.8%
|
|
|
163
|
First National Trust
Hermitage,
Pennsylvania
|
$23.4M
|
-$136K
|
-3,670
|
-0.6%
|
|
|
164
|
Nottingham Advisors
Amherst,
New York
|
$23.4M
|
-$9.12M
|
-246,970
|
-29%
|
|
|
165
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$23.2M
|
+$27.7K
|
+750
|
+0.1%
|
|
|
166
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$22.5M
|
+$4.51M
|
+122,200
|
+26%
|
|
|
167
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$22.4M
|
-$224K
|
-6,055
|
-1%
|
|
|
168
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$22.1M
|
+$1.73M
|
+46,770
|
+9%
|
|
|
169
|
Planning Alternatives
Birmingham,
Michigan
|
$22.1M
|
-$1.41M
|
-38,100
|
-6%
|
|
|
170
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$21.6M
|
-$281K
|
-7,610
|
-1%
|
|
|
171
|
Wealthquest
Cincinnati,
Ohio
|
$21.3M
|
+$973K
|
+26,355
|
+5%
|
|
|
172
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.9M
|
+$9.87M
|
+267,225
|
+103%
|
|
|
173
|
Summit Financial Strategies
Columbus,
Ohio
|
$19.9M
|
+$197K
|
+5,345
|
+1%
|
|
|
174
|
Trilogy Capital
Irvine,
California
|
$19.8M
|
-$4.79M
|
-129,660
|
-20%
|
|
|
175
|
Coldstream Capital Management
Bellevue,
Washington
|
$19.7M
|
+$401K
|
+10,855
|
+2%
|
|
