|
151
|
JGP Wealth Management
Bend,
Oregon
|
$21.1M
|
-$706K
|
-6,437
|
-3%
|
|
|
152
|
Atria Wealth Solutions
New York
|
$20.9M
|
+$235K
|
+2,143
|
+1%
|
|
|
153
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$20.2M
|
-$624K
|
-5,690
|
-3%
|
|
|
154
|
Heritage Financial Services
Westwood,
Massachusetts
|
$19.8M
|
-$2.36M
|
-21,497
|
-11%
|
|
|
155
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$19.7M
|
-$290K
|
-2,647
|
-2%
|
|
|
156
|
Sweeney & Michel
Chico,
California
|
$19.5M
|
+$18.6M
|
+169,774
|
New
|
|
|
157
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$19.4M
|
+$1.06M
|
+9,709
|
+6%
|
|
|
158
|
Litman Gregory Wealth Management
Larkspur,
California
|
$19.3M
|
+$317K
|
+2,895
|
+2%
|
|
|
159
|
MontVue Capital Management
Lynchburg,
Virginia
|
$19.3M
|
-$129K
|
-1,180
|
-0.7%
|
|
|
160
|
Advisory Services Network
Atlanta,
Georgia
|
$19.3M
|
+$1.1M
|
+10,061
|
+6%
|
|
|
161
|
IFP Advisors
Tampa,
Florida
|
$19.2M
|
-$1.35M
|
-12,347
|
-7%
|
|
|
162
|
Stokes Family Office
New Orleans,
Louisiana
|
$19.1M
|
-$830K
|
-7,564
|
-4%
|
|
|
163
|
Physician Wealth Advisors
Midvale,
Utah
|
$18.8M
|
-$1.39M
|
-12,649
|
-7%
|
|
|
164
|
Northwest Wealth Management
Spencer,
Iowa
|
$18.7M
|
+$1.01M
|
+9,190
|
+6%
|
|
|
165
|
Northern Trust
Chicago,
Illinois
|
$18.1M
|
-$7.13K
|
-65
|
-0%
|
|
|
166
|
Brookstone Capital Management
Wheaton,
Illinois
|
$18M
|
-$13.8M
|
-125,420
|
-45%
|
|
|
167
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.8M
|
+$119K
|
+1,084
|
+0.7%
|
|
|
168
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$17.6M
|
-$9.31M
|
-84,917
|
-36%
|
|
|
169
|
Brighton Jones LLC
Seattle,
Washington
|
$17.6M
|
-$27.9K
|
-254
|
-0.2%
|
|
|
170
|
Avantax Advisory Services
Dallas,
Texas
|
$17.5M
|
-$257K
|
-2,343
|
-2%
|
|
|
171
|
Tortoise Investment Management
White Plains,
New York
|
$17.4M
|
-$292K
|
-2,661
|
-2%
|
|
|
172
|
Weatherly Asset Management
Del Mar,
California
|
$17.4M
|
+$48.5K
|
+442
|
+0.3%
|
|
|
173
|
Cosner Financial Group
Windsor,
Colorado
|
$17.3M
|
+$224K
|
+2,043
|
+1%
|
|
|
174
|
Gleason Group
Prospect,
Kentucky
|
$17.1M
|
-$67.8K
|
-618
|
-0.4%
|
|
|
175
|
Rain Capital Management
Lake Oswego,
Oregon
|
$16.9M
|
-$359K
|
-3,270
|
-2%
|
|
