|
151
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$11.8M
|
+$3.67M
|
+40,277
|
+46%
|
|
|
152
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$11.5M
|
+$4.6M
|
+50,509
|
+67%
|
|
|
153
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$11.5M
|
+$984K
|
+10,799
|
+9%
|
|
|
154
|
Farther Finance Advisors
San Francisco,
California
|
$11.4M
|
+$1.35M
|
+14,874
|
+13%
|
|
|
155
|
Vise Technologies
New York
|
$11.3M
|
+$1.59M
|
+17,405
|
+16%
|
|
|
156
|
Trek Financial
Scottsdale,
Arizona
|
$11.1M
|
-$669K
|
-7,350
|
-6%
|
|
|
157
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.1M
|
+$2.4M
|
+26,337
|
+29%
|
|
|
158
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$10.8M
|
-$133K
|
-1,459
|
-1%
|
|
|
159
|
Checchi Capital Advisers
Beverly Hills,
California
|
$10.7M
|
+$1.25M
|
+13,734
|
+13%
|
|
|
160
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.7M
|
–
|
–
|
–
|
|
|
161
|
Leavell Investment Management
Mobile,
Alabama
|
$10.4M
|
+$2.59M
|
+28,432
|
+33%
|
|
|
162
|
L.J. Altfest & Co
New York
|
$10.2M
|
+$206K
|
+2,259
|
+2%
|
|
|
163
|
Comerica Bank
Dallas,
Texas
|
$10.2M
|
+$4.46M
|
+48,967
|
+79%
|
|
|
164
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.2M
|
+$440K
|
+4,829
|
+5%
|
|
|
165
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.2M
|
+$440K
|
+4,829
|
+5%
|
|
|
166
|
Kelly Financial Services
Braintree,
Massachusetts
|
$10.1M
|
+$649K
|
+7,121
|
+7%
|
|
|
167
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.1M
|
+$261K
|
+2,865
|
+3%
|
|
|
168
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$9.85M
|
+$3.73M
|
+40,950
|
+62%
|
|
|
169
|
Security Financial Services
Fort Wayne,
Indiana
|
$9.83M
|
+$187K
|
+2,054
|
+2%
|
|
|
170
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.81M
|
+$393K
|
+4,310
|
+4%
|
|
|
171
|
World Investment Advisors
Santa Barbara,
California
|
$9.77M
|
+$9.44M
|
+103,622
|
+3,729%
|
|
|
172
|
Rational Advisors
Huntington,
New York
|
$9.76M
|
-$10.9M
|
-119,220
|
-53%
|
|
|
173
|
|
$9.54M
|
+$213K
|
+2,339
|
+2%
|
|
|
174
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$9.54M
|
–
|
–
|
–
|
|
|
175
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$9.53M
|
+$148K
|
+1,622
|
+2%
|
|
