|
126
|
High Falls Advisors
Rochester,
New York
|
$24.2M
|
+$875K
|
+4,357
|
+4%
|
|
|
127
|
Frank Rimerman Advisors
Palo Alto,
California
|
$24.2M
|
-$25.4M
|
-126,710
|
-52%
|
|
|
128
|
KWMG LLC
Overland Park,
Kansas
|
$24.2M
|
+$506K
|
+2,521
|
+2%
|
|
|
129
|
|
$24M
|
+$619K
|
+3,081
|
+3%
|
|
|
130
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$23.9M
|
-$1.07M
|
-5,320
|
-4%
|
|
|
131
|
Steward Partners Investment Advisory
New York
|
$23.7M
|
+$3.96M
|
+19,692
|
+21%
|
|
|
132
|
Triad Wealth Partners
Lawrence,
Kansas
|
$23.7M
|
+$5.17M
|
+25,751
|
+29%
|
|
|
133
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$23.5M
|
+$2.37M
|
+11,781
|
+12%
|
|
|
134
|
Stokes Family Office
New Orleans,
Louisiana
|
$23.5M
|
-$473K
|
-2,353
|
-2%
|
|
|
135
|
Clearstead Advisors
Cleveland,
Ohio
|
$23.4M
|
+$92.8K
|
+462
|
+0.4%
|
|
|
136
|
Farther Finance Advisors
San Francisco,
California
|
$23.2M
|
+$3.91M
|
+19,463
|
+21%
|
|
|
137
|
MGO One Seven
Beachwood,
Ohio
|
$22.9M
|
+$17.1M
|
+85,098
|
+331%
|
|
|
138
|
Summit Financial
Parsippany,
New Jersey
|
$22.9M
|
+$20.9M
|
+104,145
|
+1,570%
|
|
|
139
|
Lutz Financial Services
Omaha,
Nebraska
|
$22.7M
|
-$157K
|
-783
|
-0.7%
|
|
|
140
|
Integrity Alliance
Urbandale,
Iowa
|
$22.6M
|
+$3.31M
|
+16,500
|
+18%
|
|
|
141
|
RWA Wealth Partners
Newton,
Massachusetts
|
$22.6M
|
-$1.66M
|
-8,247
|
-7%
|
|
|
142
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$22.3M
|
-$52K
|
-259
|
-0.2%
|
|
|
143
|
Waterway Wealth Management
The Woodlands,
Texas
|
$22.2M
|
+$25M
|
+124,598
|
+499%
|
|
|
144
|
Brookstone Capital Management
Wheaton,
Illinois
|
$22.1M
|
+$1.71M
|
+8,498
|
+9%
|
|
|
145
|
Per Stirling Capital Management
Austin,
Texas
|
$22.1M
|
-$191K
|
-950
|
-0.9%
|
|
|
146
|
Security Financial Services
Fort Wayne,
Indiana
|
$22M
|
+$969K
|
+4,826
|
+5%
|
|
|
147
|
Callan Family Office
Radnor,
Pennsylvania
|
$22M
|
-$1.17M
|
-5,817
|
-5%
|
|
|
148
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$21.9M
|
+$877K
|
+4,368
|
+4%
|
|
|
149
|
MV Capital Management
Bethesda,
Maryland
|
$21.8M
|
-$382K
|
-1,900
|
-2%
|
|
|
150
|
Liberty Wealth Management
Oakland,
California
|
$21.7M
|
+$1.08M
|
+5,361
|
+5%
|
|
