|
126
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$12.8M
|
+$1.98M
|
+99,684
|
+18%
|
|
|
127
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$12.6M
|
+$164K
|
+8,260
|
+1%
|
|
|
128
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.6M
|
+$5.71M
|
+286,868
|
+79%
|
|
|
129
|
BOK Financial Private Wealth
Denver,
Colorado
|
$12.4M
|
-$278
|
-14
|
-0%
|
|
|
130
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$12.4M
|
-$577K
|
-29,024
|
-4%
|
|
|
131
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.4M
|
-$61.7K
|
-3,102
|
-0.5%
|
|
|
132
|
Red Tortoise LLC
Atlanta,
Georgia
|
$12.2M
|
+$17.3M
|
+869,726
|
New
|
|
|
133
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12.2M
|
+$20.8K
|
+1,048
|
+0.2%
|
|
|
134
|
Soltis Investment Advisors
St. George,
Utah
|
$12M
|
+$971K
|
+48,818
|
+9%
|
|
|
135
|
Berger Financial Group
Plymouth,
Minnesota
|
$11.9M
|
+$84.9K
|
+4,270
|
+0.7%
|
|
|
136
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$11.9M
|
+$33.9K
|
+1,702
|
+0.3%
|
|
|
137
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11.9M
|
+$11M
|
+554,944
|
+913%
|
|
|
138
|
World Investment Advisors
Santa Barbara,
California
|
$11.8M
|
+$262K
|
+13,172
|
+2%
|
|
|
139
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$11.8M
|
-$9.46M
|
-475,434
|
-44%
|
|
|
140
|
INVST
Indianapolis,
Indiana
|
$11.6M
|
+$432K
|
+21,696
|
+4%
|
|
|
141
|
Parallel Advisors
San Francisco,
California
|
$11.4M
|
+$577K
|
+29,012
|
+5%
|
|
|
142
|
Blue Square Asset Management
New York
|
$11.3M
|
-$142K
|
-7,126
|
-1%
|
|
|
143
|
Grimes & Company
Westborough,
Massachusetts
|
$11.3M
|
+$414K
|
+20,806
|
+4%
|
|
|
144
|
Burleson & Co
Petaluma,
California
|
$10.9M
|
+$473K
|
+23,776
|
+4%
|
|
|
145
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10.8M
|
+$1.71M
|
+85,918
|
+18%
|
|
|
146
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.8M
|
+$2.06M
|
+103,526
|
+23%
|
|
|
147
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.8M
|
+$2.37M
|
+119,252
|
+27%
|
|
|
148
|
EWG Elevate
Roseville,
California
|
$10.7M
|
+$665K
|
+33,448
|
+6%
|
|
|
149
|
Highland Private Wealth Management
Bellevue,
Washington
|
$10.6M
|
-$691K
|
-34,728
|
-6%
|
|
|
150
|
Rockbridge Investment Management
Syracuse,
New York
|
$10.5M
|
+$133K
|
+6,704
|
+1%
|
|
