|
126
|
Pathstone Holdings
Englewood,
New Jersey
|
$23.5M
|
+$224K
|
+1,201
|
+1%
|
|
|
127
|
&Partners
Nashville,
Tennessee
|
$23.5M
|
+$8.28M
|
+44,442
|
+59%
|
|
|
128
|
Perigon Wealth Management
San Francisco,
California
|
$23.2M
|
+$2.97M
|
+15,920
|
+16%
|
|
|
129
|
RWA Wealth Partners
Newton,
Massachusetts
|
$23M
|
-$1.07M
|
-5,722
|
-5%
|
|
|
130
|
Stokes Family Office
New Orleans,
Louisiana
|
$22.7M
|
+$2.9M
|
+15,552
|
+15%
|
|
|
131
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$22.6M
|
-$106K
|
-570
|
-0.5%
|
|
|
132
|
KWMG LLC
Overland Park,
Kansas
|
$22.4M
|
+$625K
|
+3,356
|
+3%
|
|
|
133
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$22.2M
|
+$2.6M
|
+13,974
|
+14%
|
|
|
134
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$22.2M
|
+$1.17M
|
+6,279
|
+6%
|
|
|
135
|
|
$22.1M
|
-$415K
|
-2,228
|
-2%
|
|
|
136
|
High Falls Advisors
Rochester,
New York
|
$22.1M
|
+$1.52M
|
+8,163
|
+8%
|
|
|
137
|
Clearstead Advisors
Cleveland,
Ohio
|
$22.1M
|
+$233K
|
+1,253
|
+1%
|
|
|
138
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$22M
|
+$1.02M
|
+5,476
|
+5%
|
|
|
139
|
Callan Family Office
Radnor,
Pennsylvania
|
$21.9M
|
-$1.28M
|
-6,888
|
-6%
|
|
|
140
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.8M
|
-$21.5M
|
-115,339
|
-51%
|
|
|
141
|
Lutz Financial Services
Omaha,
Nebraska
|
$21.6M
|
-$1.05M
|
-5,632
|
-5%
|
|
|
142
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$21.1M
|
+$4.57M
|
+24,558
|
+29%
|
|
|
143
|
Per Stirling Capital Management
Austin,
Texas
|
$21.1M
|
-$8.54M
|
-45,841
|
-30%
|
|
|
144
|
MV Capital Management
Bethesda,
Maryland
|
$21M
|
-$842K
|
-4,521
|
-4%
|
|
|
145
|
First Merchants Corp
Muncie,
Indiana
|
$20.7M
|
-$124K
|
-667
|
-0.6%
|
|
|
146
|
Cahill Financial Advisors
Edina,
Minnesota
|
$20.5M
|
-$598K
|
-3,210
|
-3%
|
|
|
147
|
Choreo LLC
Rockford,
Illinois
|
$20.5M
|
+$216K
|
+1,161
|
+1%
|
|
|
148
|
Wealth Alliance
Mellville,
New York
|
$20M
|
+$3.55M
|
+19,057
|
+23%
|
|
|
149
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$20M
|
+$1.69M
|
+9,070
|
+10%
|
|
|
150
|
Security Financial Services
Fort Wayne,
Indiana
|
$19.9M
|
+$3.45M
|
+18,542
|
+22%
|
|
