|
126
|
Rockefeller Capital Management
New York
|
$10M
|
+$2.06M
|
+20,034
|
+26%
|
|
|
127
|
Financial Plan Inc
Bellingham,
Washington
|
$10M
|
+$10.1M
|
+97,695
|
New
|
|
|
128
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$9.95M
|
+$324K
|
+3,148
|
+3%
|
|
|
129
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.94M
|
-$9.38M
|
-91,091
|
-48%
|
|
|
130
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$9.81M
|
+$694K
|
+6,741
|
+8%
|
|
|
131
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$9.77M
|
-$2.66M
|
-25,798
|
-21%
|
|
|
132
|
Portfolio Design Labs
Encino,
California
|
$9.69M
|
-$211K
|
-2,052
|
-2%
|
|
|
133
|
Lake Hills Wealth Management
Austin,
Texas
|
$9.68M
|
+$4.05M
|
+39,296
|
+71%
|
|
|
134
|
Cambridge Associates
Boston,
Massachusetts
|
$9.61M
|
–
|
–
|
–
|
|
|
135
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.48M
|
-$1.15M
|
-11,156
|
-11%
|
|
|
136
|
Columbus Macro
New Castle,
Pennsylvania
|
$9.45M
|
-$44.6K
|
-433
|
-0.5%
|
|
|
137
|
Summit Trail Advisors
New York
|
$9.43M
|
-$674K
|
-6,543
|
-7%
|
|
|
138
|
First Horizon Corporation
Memphis,
Tennessee
|
$9.31M
|
+$822K
|
+7,984
|
+10%
|
|
|
139
|
Clear Creek Financial Management
Silverdale,
Washington
|
$9.23M
|
+$1.41M
|
+13,694
|
+18%
|
|
|
140
|
Callan Family Office
Radnor,
Pennsylvania
|
$9.05M
|
+$9.1M
|
+88,430
|
New
|
|
|
141
|
Penobscot Wealth Management
Portland,
Maine
|
$8.67M
|
+$381K
|
+3,705
|
+5%
|
|
|
142
|
Lutz Financial Services
Omaha,
Nebraska
|
$8.54M
|
+$721K
|
+7,008
|
+9%
|
|
|
143
|
William Blair & Company
Chicago,
Illinois
|
$8.43M
|
+$29K
|
+282
|
+0.3%
|
|
|
144
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$8.4M
|
+$309K
|
+3,000
|
+4%
|
|
|
145
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$8.36M
|
+$8.4M
|
+81,605
|
New
|
|
|
146
|
Ascent Group
Virginia Beach,
Virginia
|
$8.15M
|
-$640K
|
-6,217
|
-7%
|
|
|
147
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.14M
|
+$2.76M
|
+26,859
|
+51%
|
|
|
148
|
Elevate Wealth Advisory
Athens,
Georgia
|
$8.03M
|
+$828K
|
+8,047
|
+11%
|
|
|
149
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$7.94M
|
+$1.16M
|
+11,278
|
+17%
|
|
|
150
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$7.92M
|
+$292K
|
+2,838
|
+4%
|
|
