|
126
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$19.6M
|
-$172K
|
-1,863
|
-0.9%
|
|
|
127
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$19.4M
|
+$4.44M
|
+48,025
|
+30%
|
|
|
128
|
Mariner
Overland Park,
Kansas
|
$19.2M
|
+$1.14M
|
+12,283
|
+6%
|
|
|
129
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$19.2M
|
-$3.79M
|
-40,924
|
-17%
|
|
|
130
|
Castleark Management
Chicago,
Illinois
|
$18.5M
|
–
|
–
|
–
|
|
|
131
|
Allspring Global Investments
Charlotte,
North Carolina
|
$18.2M
|
-$4.07M
|
-44,039
|
-18%
|
|
|
132
|
Johns Hopkins University
Baltimore,
Maryland
|
$18.1M
|
-$25.2M
|
-272,583
|
-58%
|
|
|
133
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.6M
|
-$1.78M
|
-19,222
|
-9%
|
|
|
134
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$17.6M
|
+$296K
|
+3,196
|
+2%
|
|
|
135
|
KeyBank National Association
Cleveland,
Ohio
|
$17.3M
|
-$1.79M
|
-19,341
|
-9%
|
|
|
136
|
Leavell Investment Management
Mobile,
Alabama
|
$17.1M
|
+$1.64M
|
+17,743
|
+11%
|
|
|
137
|
Farther Finance Advisors
San Francisco,
California
|
$17M
|
+$2.08M
|
+22,463
|
+14%
|
|
|
138
|
Atria Investments
Charlotte,
North Carolina
|
$16.8M
|
+$401K
|
+4,335
|
+2%
|
|
|
139
|
MAI Capital Management
Independence,
Ohio
|
$16.8M
|
+$1.5M
|
+16,255
|
+10%
|
|
|
140
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$16.6M
|
-$1.18M
|
-12,784
|
-7%
|
|
|
141
|
Avantax Advisory Services
Dallas,
Texas
|
$16.2M
|
-$1.31M
|
-14,190
|
-8%
|
|
|
142
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$16.1M
|
-$2.15M
|
-23,294
|
-12%
|
|
|
143
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$16.1M
|
+$17.6K
|
+190
|
+0.1%
|
|
|
144
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$15.2M
|
+$1.55M
|
+16,747
|
+11%
|
|
|
145
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$15.2M
|
+$443K
|
+4,788
|
+3%
|
|
|
146
|
Courier Capital
Buffalo,
New York
|
$15.2M
|
+$9.9M
|
+107,044
|
+196%
|
|
|
147
|
SteelPeak Wealth
Woodland Hills,
California
|
$15.1M
|
-$1.48M
|
-16,015
|
-9%
|
|
|
148
|
Kestra Advisory Services
Austin,
Texas
|
$15.1M
|
-$1.41M
|
-15,221
|
-9%
|
|
|
149
|
Austin Private Wealth
Austin,
Texas
|
$14.9M
|
-$1.48M
|
-15,964
|
-9%
|
|
|
150
|
TCW Group
Los Angeles,
California
|
$14.9M
|
+$139K
|
+1,506
|
+1%
|
|
