|
126
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$20.3M
|
-$388K
|
-4,184
|
-2%
|
|
|
127
|
|
$20.2M
|
+$19.9M
|
+214,800
|
New
|
|
|
128
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$20M
|
+$528K
|
+5,703
|
+3%
|
|
|
129
|
Mariner
Overland Park,
Kansas
|
$19.5M
|
+$262K
|
+2,828
|
+1%
|
|
|
130
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$19.1M
|
-$485K
|
-5,235
|
-3%
|
|
|
131
|
Atria Wealth Solutions
New York
|
$19M
|
-$10.1M
|
-108,744
|
-35%
|
|
|
132
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$18.8M
|
+$1.24M
|
+13,417
|
+7%
|
|
|
133
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$18.8M
|
-$378K
|
-4,078
|
-2%
|
|
|
134
|
Global Retirement Partners
San Rafael,
California
|
$18.8M
|
+$18.5M
|
+200,107
|
New
|
|
|
135
|
Castleark Management
Chicago,
Illinois
|
$18.5M
|
–
|
–
|
–
|
|
|
136
|
Allspring Global Investments
Charlotte,
North Carolina
|
$18.4M
|
+$136K
|
+1,466
|
+0.8%
|
|
|
137
|
Sage Advisory Services
Austin,
Texas
|
$18.3M
|
-$2.02M
|
-21,789
|
-10%
|
|
|
138
|
Johns Hopkins University
Baltimore,
Maryland
|
$18.2M
|
–
|
–
|
–
|
|
|
139
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.8M
|
+$334K
|
+3,607
|
+2%
|
|
|
140
|
Leavell Investment Management
Mobile,
Alabama
|
$17.8M
|
+$659K
|
+7,109
|
+4%
|
|
|
141
|
Courier Capital
Buffalo,
New York
|
$17.6M
|
+$2.38M
|
+25,656
|
+16%
|
|
|
142
|
KeyBank National Association
Cleveland,
Ohio
|
$17.1M
|
-$182K
|
-1,967
|
-1%
|
|
|
143
|
Avantax Advisory Services
Dallas,
Texas
|
$17M
|
+$754K
|
+8,139
|
+5%
|
|
|
144
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$16.8M
|
+$198K
|
+2,133
|
+1%
|
|
|
145
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$16.8M
|
+$645K
|
+6,962
|
+4%
|
|
|
146
|
MAI Capital Management
Independence,
Ohio
|
$16.8M
|
-$14.7K
|
-159
|
-0.1%
|
|
|
147
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$16.8M
|
+$1.34M
|
+14,418
|
+9%
|
|
|
148
|
Principal Securities
Des Moines,
Iowa
|
$16.2M
|
+$5.5M
|
+59,311
|
+52%
|
|
|
149
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$16.1M
|
+$9.14M
|
+98,656
|
+135%
|
|
|
150
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$16.1M
|
+$851K
|
+9,180
|
+6%
|
|
