|
126
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$20.5M
|
+$20.3M
|
+215,953
|
New
|
|
|
127
|
|
$20.2M
|
-$10.2M
|
-108,286
|
-34%
|
|
|
128
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$20.1M
|
+$1.01M
|
+10,767
|
+5%
|
|
|
129
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$20M
|
-$8.16M
|
-86,842
|
-29%
|
|
|
130
|
Mariner
Overland Park,
Kansas
|
$19.7M
|
-$108K
|
-1,154
|
-0.6%
|
|
|
131
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.6M
|
+$1.33M
|
+14,170
|
+7%
|
|
|
132
|
Leavell Investment Management
Mobile,
Alabama
|
$19.4M
|
+$1.34M
|
+14,241
|
+8%
|
|
|
133
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$19.2M
|
-$226K
|
-2,402
|
-1%
|
|
|
134
|
Courier Capital
Buffalo,
New York
|
$19.1M
|
+$1.21M
|
+12,889
|
+7%
|
|
|
135
|
TCW Group
Los Angeles,
California
|
$18.8M
|
+$3.59M
|
+38,163
|
+24%
|
|
|
136
|
Castleark Management
Chicago,
Illinois
|
$18.7M
|
–
|
–
|
–
|
|
|
137
|
Global Retirement Partners
San Rafael,
California
|
$18.7M
|
-$362K
|
-3,849
|
-2%
|
|
|
138
|
MAI Capital Management
Independence,
Ohio
|
$18.5M
|
+$1.49M
|
+15,859
|
+9%
|
|
|
139
|
Johns Hopkins University
Baltimore,
Maryland
|
$18.4M
|
–
|
–
|
–
|
|
|
140
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$17.9M
|
+$649K
|
+6,912
|
+4%
|
|
|
141
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$17.8M
|
+$708K
|
+7,539
|
+4%
|
|
|
142
|
AssetMark Inc
Concord,
California
|
$17.6M
|
-$80.1M
|
-852,752
|
-82%
|
|
|
143
|
RWA Wealth Partners
Newton,
Massachusetts
|
$17.3M
|
-$3.85M
|
-40,990
|
-18%
|
|
|
144
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$17.2M
|
+$812K
|
+8,644
|
+5%
|
|
|
145
|
KeyBank National Association
Cleveland,
Ohio
|
$17.2M
|
-$192K
|
-2,043
|
-1%
|
|
|
146
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$16.7M
|
+$319K
|
+3,394
|
+2%
|
|
|
147
|
Huntington National Bank
Columbus,
Ohio
|
$16.6M
|
–
|
–
|
–
|
|
|
148
|
Vise Technologies
New York
|
$16.4M
|
+$1.15M
|
+12,291
|
+8%
|
|
|
149
|
Capital International Investors
Los Angeles,
California
|
$16.2M
|
+$9.9M
|
+105,366
|
+161%
|
|
|
150
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$16.2M
|
-$47.6K
|
-507
|
-0.3%
|
|
