|
176
|
Litman Gregory Wealth Management
Larkspur,
California
|
$18.1M
|
-$2.01M
|
-15,571
|
-9%
|
|
|
177
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$18.1M
|
+$2.15M
|
+16,654
|
+12%
|
|
|
178
|
Gleason Group
Prospect,
Kentucky
|
$18M
|
-$592K
|
-4,596
|
-3%
|
|
|
179
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$18M
|
-$59.7K
|
-463
|
-0.3%
|
|
|
180
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$17.9M
|
-$1.5M
|
-11,661
|
-7%
|
|
|
181
|
Summit Financial
Parsippany,
New Jersey
|
$17.8M
|
+$6.08M
|
+47,208
|
+48%
|
|
|
182
|
Physician Wealth Advisors
Midvale,
Utah
|
$17.6M
|
-$2.84K
|
-22
|
-0%
|
|
|
183
|
Friedenthal Financial
Marlton,
New Jersey
|
$17.5M
|
+$60.8K
|
+472
|
+0.3%
|
|
|
184
|
Koshinski Asset Management
Decatur,
Illinois
|
$17.5M
|
+$456K
|
+3,539
|
+3%
|
|
|
185
|
Avantax Advisory Services
Dallas,
Texas
|
$17.3M
|
-$1.91M
|
-14,855
|
-9%
|
|
|
186
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$17.2M
|
-$232K
|
-1,800
|
-1%
|
|
|
187
|
Heritage Financial Services
Westwood,
Massachusetts
|
$17.2M
|
-$489K
|
-3,791
|
-3%
|
|
|
188
|
Moneywise Inc
Forest,
Virginia
|
$16.6M
|
-$534K
|
-4,145
|
-3%
|
|
|
189
|
Atria Wealth Solutions
New York
|
$16.5M
|
-$4.42M
|
-34,301
|
-20%
|
|
|
190
|
Beacon Financial Group
Dallas,
Texas
|
$16.4M
|
-$65.5K
|
-508
|
-0.4%
|
|
|
191
|
PrairieView Partners
St. Paul,
Minnesota
|
$16.3M
|
+$1.6M
|
+12,399
|
+10%
|
|
|
192
|
Comerica Bank
Dallas,
Texas
|
$16.1M
|
+$133K
|
+1,032
|
+0.8%
|
|
|
193
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$16.1M
|
+$82.1K
|
+637
|
+0.5%
|
|
|
194
|
Essex Financial Services
Essex,
Connecticut
|
$16M
|
-$536K
|
-4,158
|
-3%
|
|
|
195
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$16M
|
-$98.5K
|
-764
|
-0.6%
|
|
|
196
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$16M
|
-$6.63M
|
-51,444
|
-28%
|
|
|
197
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$15.9M
|
+$713K
|
+5,534
|
+4%
|
|
|
198
|
Tortoise Investment Management
White Plains,
New York
|
$15.8M
|
-$852K
|
-6,612
|
-5%
|
|
|
199
|
Brookstone Capital Management
Wheaton,
Illinois
|
$15.6M
|
-$2.3M
|
-17,868
|
-12%
|
|
|
200
|
Romano Brothers & Co
Evanston,
Illinois
|
$15.2M
|
+$124K
|
+963
|
+0.8%
|
|
