|
151
|
Callahan Advisors
Houston,
Texas
|
$4M
|
+$1.01M
|
+33,149
|
+33%
|
|
|
152
|
Pasadena Private Wealth
Pasadena,
California
|
$3.92M
|
-$8.25K
|
-270
|
-0.2%
|
|
|
153
|
Denver PWM
Denver,
Colorado
|
$3.91M
|
+$160K
|
+5,224
|
+4%
|
|
|
154
|
Wakefield Asset Management
Englewood,
Colorado
|
$3.9M
|
+$62.4K
|
+2,043
|
+2%
|
|
|
155
|
MAI Capital Management
Independence,
Ohio
|
$3.85M
|
+$1.08M
|
+35,383
|
+37%
|
|
|
156
|
Omega Financial Group
Santa Barbara,
California
|
$3.79M
|
-$54.6K
|
-1,788
|
-1%
|
|
|
157
|
Stifel Financial
St. Louis,
Missouri
|
$3.77M
|
+$106K
|
+3,471
|
+3%
|
|
|
158
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.64M
|
+$107K
|
+3,490
|
+3%
|
|
|
159
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.57M
|
-$42.9K
|
-1,405
|
-1%
|
|
|
160
|
WBH Advisory
Baltimore,
Maryland
|
$3.5M
|
+$410K
|
+13,427
|
+13%
|
|
|
161
|
OLIO Financial Planning
Mclean,
Virginia
|
$3.49M
|
+$3.6M
|
+117,838
|
New
|
|
|
162
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.46M
|
+$222K
|
+7,280
|
+7%
|
|
|
163
|
Ameriprise
Minneapolis,
Minnesota
|
$3.44M
|
-$1.81M
|
-59,345
|
-34%
|
|
|
164
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.37M
|
-$196K
|
-6,419
|
-5%
|
|
|
165
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.25M
|
+$118K
|
+3,851
|
+4%
|
|
|
166
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$3.16M
|
+$3.26M
|
+106,687
|
New
|
|
|
167
|
Asset Management Group
Stamford,
Connecticut
|
$3.16M
|
+$6.57K
|
+215
|
+0.2%
|
|
|
168
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.15M
|
+$1.57M
|
+51,412
|
+94%
|
|
|
169
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.12M
|
+$65.1K
|
+2,130
|
+2%
|
|
|
170
|
Global Financial Private Client
Sarasota,
Florida
|
$3.08M
|
+$50.7K
|
+1,660
|
+2%
|
|
|
171
|
Orcam Financial Group
Encinitas,
California
|
$3.03M
|
+$3.12M
|
+102,185
|
New
|
|
|
172
|
Roundview Capital
Princeton,
New Jersey
|
$2.98M
|
+$51.1K
|
+1,671
|
+2%
|
|
|
173
|
CVA Family Office
Denver,
Colorado
|
$2.97M
|
+$1.11M
|
+36,181
|
+56%
|
|
|
174
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.91M
|
-$121K
|
-3,958
|
-4%
|
|
|
175
|
BCK Partners
Corning,
New York
|
$2.9M
|
+$20.6K
|
+675
|
+0.7%
|
|
