|
126
|
Sage Advisory Services
Austin,
Texas
|
$16.9M
|
+$4.88M
|
+97,312
|
+41%
|
|
|
127
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$16.9M
|
+$1.31M
|
+26,085
|
+8%
|
|
|
128
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$16.9M
|
+$2.07M
|
+41,339
|
+14%
|
|
|
129
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$16.8M
|
-$288K
|
-5,741
|
-2%
|
|
|
130
|
Aprio Wealth Management
Atlanta,
Georgia
|
$16.8M
|
+$2.94M
|
+58,611
|
+21%
|
|
|
131
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$16.7M
|
-$694K
|
-13,852
|
-4%
|
|
|
132
|
Citizens Financial Group
Providence,
Rhode Island
|
$16.5M
|
-$7.1M
|
-141,718
|
-30%
|
|
|
133
|
Roberts Wealth Advisors
Palo Alto,
California
|
$16.5M
|
-$340K
|
-6,786
|
-2%
|
|
|
134
|
SkyOak Wealth
Southfield,
Michigan
|
$16.5M
|
+$1.16M
|
+23,110
|
+8%
|
|
|
135
|
Naviter Wealth
Little Rock,
Arkansas
|
$16.4M
|
-$154K
|
-3,064
|
-0.9%
|
|
|
136
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$16.3M
|
+$16.3M
|
+325,544
|
New
|
|
|
137
|
Comerica Bank
Dallas,
Texas
|
$16.2M
|
+$16.2M
|
+322,438
|
New
|
|
|
138
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$16.1M
|
+$939K
|
+18,747
|
+6%
|
|
|
139
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$15.6M
|
-$564K
|
-11,262
|
-3%
|
|
|
140
|
Cooper Financial Group
Irvine,
California
|
$15.6M
|
+$2.18M
|
+43,546
|
+16%
|
|
|
141
|
Mills Wealth Advisors
Southlake,
Texas
|
$15.6M
|
-$3.03M
|
-60,431
|
-16%
|
|
|
142
|
MGO One Seven
Beachwood,
Ohio
|
$15.6M
|
+$4.06M
|
+81,096
|
+35%
|
|
|
143
|
SYM Financial Corp
Winona Lake,
Indiana
|
$15.5M
|
+$15.5M
|
+309,007
|
+6,180,140%
|
|
|
144
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.5M
|
-$344K
|
-6,861
|
-2%
|
|
|
145
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.3M
|
-$54K
|
-1,077
|
-0.4%
|
|
|
146
|
TMD Wealth Management
Scottsdale,
Arizona
|
$15.3M
|
-$23.3M
|
-465,741
|
-60%
|
|
|
147
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$15.3M
|
+$1.59M
|
+31,745
|
+12%
|
|
|
148
|
John W. Brooker & Co
Oakland,
California
|
$15M
|
-$5.9M
|
-117,803
|
-28%
|
|
|
149
|
CX Institutional
Auburn,
Indiana
|
$14.9M
|
-$5.38M
|
-107,291
|
-27%
|
|
|
150
|
Abbrea Capital
Greenbrae,
California
|
$14.7M
|
+$505K
|
+10,074
|
+4%
|
|
