|
126
|
Gradient Capital Advisors
San Diego,
California
|
$13.2M
|
+$95K
|
+1,872
|
+0.7%
|
|
|
127
|
Truist Financial
Charlotte,
North Carolina
|
$13.1M
|
-$1.66M
|
-32,790
|
-11%
|
|
|
128
|
Scotia Capital
Toronto,
Ontario, Canada
|
$13.1M
|
+$3.86M
|
+76,061
|
+42%
|
|
|
129
|
SkyOak Wealth
Southfield,
Michigan
|
$13M
|
+$1.85M
|
+36,552
|
+17%
|
|
|
130
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$12.7M
|
-$569K
|
-11,219
|
-4%
|
|
|
131
|
CPWM LLC
Seattle,
Washington
|
$12.6M
|
-$1.08M
|
-21,317
|
-8%
|
|
|
132
|
Archer Investment Corporation
Carmel,
Indiana
|
$12.5M
|
-$1.01M
|
-19,966
|
-8%
|
|
|
133
|
M&R Capital Management
Summit,
New Jersey
|
$12.4M
|
+$138K
|
+2,720
|
+1%
|
|
|
134
|
Sand Hill Global Advisors
Palo Alto,
California
|
$12.4M
|
+$20.3K
|
+401
|
+0.2%
|
|
|
135
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12.2M
|
+$1.01M
|
+19,900
|
+9%
|
|
|
136
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.2M
|
+$8.99M
|
+177,125
|
+282%
|
|
|
137
|
Formidable Asset Management
Cincinnati,
Ohio
|
$12.1M
|
+$6.5M
|
+128,196
|
+117%
|
|
|
138
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$12M
|
+$96K
|
+1,892
|
+0.8%
|
|
|
139
|
Reitz Capital Advisors
Freeland,
Michigan
|
$11.9M
|
+$3.55M
|
+69,923
|
+42%
|
|
|
140
|
Sage Advisory Services
Austin,
Texas
|
$11.9M
|
+$81.1K
|
+1,599
|
+0.7%
|
|
|
141
|
Meridian Financial Partners
Warrenton,
Virginia
|
$11.9M
|
-$569K
|
-11,224
|
-5%
|
|
|
142
|
LexAurum Advisors
Overland Park,
Kansas
|
$11.6M
|
+$65.6K
|
+1,293
|
+0.6%
|
|
|
143
|
Foresight Wealth Management
Draper,
Utah
|
$11.5M
|
+$8.76M
|
+172,572
|
+314%
|
|
|
144
|
Prism Advisors
Studio City,
California
|
$11.5M
|
-$13.7K
|
-270
|
-0.1%
|
|
|
145
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$11.5M
|
-$337K
|
-6,649
|
-3%
|
|
|
146
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$11.5M
|
+$372K
|
+7,324
|
+3%
|
|
|
147
|
Valmark Advisers
Akron,
Ohio
|
$11.3M
|
+$2.67M
|
+52,532
|
+31%
|
|
|
148
|
Citizens Financial Group
Providence,
Rhode Island
|
$11.3M
|
+$6.67M
|
+131,547
|
+145%
|
|
|
149
|
FAS Wealth Partners
Leawood,
Kansas
|
$11M
|
-$690K
|
-13,604
|
-6%
|
|
|
150
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$10.8M
|
-$3.34M
|
-65,855
|
-24%
|
|
