|
126
|
Corient Private Wealth
Miami,
Florida
|
$8.01M
|
+$7.95M
|
+76,838
|
New
|
|
|
127
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.94M
|
+$2.06M
|
+19,855
|
+35%
|
|
|
128
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7.87M
|
+$3.44M
|
+33,269
|
+79%
|
|
|
129
|
Zhang Financial
Portage,
Michigan
|
$7.86M
|
+$1.76M
|
+16,975
|
+29%
|
|
|
130
|
Alera Investment Advisors
Deerfield,
Illinois
|
$7.81M
|
-$8.46M
|
-81,739
|
-52%
|
|
|
131
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$7.69M
|
+$7.63M
|
+73,753
|
New
|
|
|
132
|
1607 Capital Partners
Richmond,
Virginia
|
$7.68M
|
+$207K
|
+2,000
|
+3%
|
|
|
133
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$7.59M
|
+$1.4M
|
+13,573
|
+23%
|
|
|
134
|
Country Club Bank
Kansas City,
Missouri
|
$7.55M
|
+$3.96M
|
+38,290
|
+112%
|
|
|
135
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.46M
|
-$837K
|
-8,087
|
-10%
|
|
|
136
|
Partners in Financial Planning
Salem,
Virginia
|
$7.45M
|
+$4.76M
|
+45,963
|
+181%
|
|
|
137
|
PDS Planning
Dublin,
Ohio
|
$7.35M
|
+$1.89M
|
+18,304
|
+35%
|
|
|
138
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$7.22M
|
-$12.6M
|
-121,797
|
-64%
|
|
|
139
|
Prudential Financial
Newark,
New Jersey
|
$7.21M
|
+$376K
|
+3,632
|
+6%
|
|
|
140
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$7.01M
|
+$2.5M
|
+24,165
|
+56%
|
|
|
141
|
EP Wealth Advisors
Torrance,
California
|
$6.99M
|
-$1.55M
|
-14,995
|
-18%
|
|
|
142
|
LVW Advisors
Pittsford,
New York
|
$6.94M
|
+$4.07M
|
+39,336
|
+144%
|
|
|
143
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$6.94M
|
+$450K
|
+4,344
|
+7%
|
|
|
144
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.94M
|
+$3.24M
|
+31,323
|
+89%
|
|
|
145
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6.9M
|
-$8.99M
|
-86,832
|
-57%
|
|
|
146
|
Slow Capital
Greenbrae,
California
|
$6.84M
|
-$413K
|
-3,987
|
-6%
|
|
|
147
|
Advisory Services Network
Atlanta,
Georgia
|
$6.83M
|
+$238K
|
+2,299
|
+4%
|
|
|
148
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.74M
|
+$5.61M
|
+54,199
|
+518%
|
|
|
149
|
TruWealth Advisors
Metairie,
Louisiana
|
$6.71M
|
+$2.26M
|
+21,865
|
+52%
|
|
|
150
|
Beta Wealth Group
San Diego,
California
|
$6.69M
|
-$64.9K
|
-627
|
-1%
|
|
