|
176
|
|
$15.9M
|
+$209K
|
+1,100
|
+1%
|
|
|
177
|
Modera Wealth Management
Westwood,
New Jersey
|
$15.9M
|
+$581K
|
+3,060
|
+4%
|
|
|
178
|
Farther Finance Advisors
San Francisco,
California
|
$15.8M
|
+$2.55M
|
+13,432
|
+20%
|
|
|
179
|
Alesco Advisors
Pittsford,
New York
|
$15.5M
|
-$455K
|
-2,395
|
-3%
|
|
|
180
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$15.2M
|
-$486K
|
-2,558
|
-3%
|
|
|
181
|
SteelPeak Wealth
Woodland Hills,
California
|
$15.2M
|
+$874K
|
+4,600
|
+6%
|
|
|
182
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$14.9M
|
-$1.52K
|
-8
|
-0%
|
|
|
183
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$14.9M
|
-$245K
|
-1,291
|
-2%
|
|
|
184
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$14.8M
|
+$185K
|
+973
|
+1%
|
|
|
185
|
Prism Advisors
Studio City,
California
|
$14.6M
|
+$13.3M
|
+69,825
|
+1,626%
|
|
|
186
|
Stokes Family Office
New Orleans,
Louisiana
|
$14.6M
|
+$354K
|
+1,864
|
+3%
|
|
|
187
|
High Falls Advisors
Rochester,
New York
|
$14.5M
|
-$146K
|
-768
|
-1%
|
|
|
188
|
Brookstone Capital Management
Wheaton,
Illinois
|
$14.4M
|
+$567K
|
+2,985
|
+4%
|
|
|
189
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$14.4M
|
+$117K
|
+616
|
+0.9%
|
|
|
190
|
Prosperity Planning
Kansas City,
Missouri
|
$14.4M
|
-$1.62M
|
-8,550
|
-11%
|
|
|
191
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$14.3M
|
+$512K
|
+2,696
|
+4%
|
|
|
192
|
|
$14.3M
|
+$236K
|
+1,243
|
+2%
|
|
|
193
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$14.2M
|
+$1.53M
|
+8,033
|
+13%
|
|
|
194
|
Trust Point Inc
La Crosse,
Wisconsin
|
$14.1M
|
+$15.2K
|
+80
|
+0.1%
|
|
|
195
|
UMB Bank
Kansas City,
Missouri
|
$14M
|
-$1.08M
|
-5,689
|
-7%
|
|
|
196
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$13.9M
|
-$149K
|
-786
|
-1%
|
|
|
197
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$13.8M
|
-$556K
|
-2,929
|
-4%
|
|
|
198
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$13.8M
|
-$123K
|
-645
|
-0.9%
|
|
|
199
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$13.7M
|
+$296K
|
+1,557
|
+2%
|
|
|
200
|
IHT Wealth Management
Chicago,
Illinois
|
$13.5M
|
+$5.45M
|
+28,670
|
+72%
|
|
