|
126
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$14.3M
|
+$3.21M
|
+42,992
|
+31%
|
|
|
127
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$14.2M
|
-$638K
|
-8,553
|
-4%
|
|
|
128
|
Intrust Bank
Wichita,
Kansas
|
$14.1M
|
-$273K
|
-3,652
|
-2%
|
|
|
129
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$14.1M
|
+$13.4M
|
+180,118
|
New
|
|
|
130
|
Armbruster Capital Management
Pittsford,
New York
|
$13.8M
|
+$2.13M
|
+28,588
|
+19%
|
|
|
131
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$13.3M
|
+$44.5K
|
+597
|
+0.4%
|
|
|
132
|
Manning & Napier Group
Fairport,
New York
|
$13.2M
|
–
|
–
|
–
|
|
|
133
|
Lido Advisors
Los Angeles,
California
|
$13.2M
|
-$931K
|
-12,474
|
-7%
|
|
|
134
|
Rockefeller Capital Management
New York
|
$12.9M
|
+$564K
|
+7,554
|
+5%
|
|
|
135
|
Sage Advisory Services
Austin,
Texas
|
$12.7M
|
-$15.4K
|
-207
|
-0.1%
|
|
|
136
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.6M
|
-$1.08M
|
-14,443
|
-8%
|
|
|
137
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.5M
|
+$573K
|
+7,677
|
+5%
|
|
|
138
|
|
$12.5M
|
+$5.61M
|
+75,122
|
+89%
|
|
|
139
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.3M
|
+$11.8M
|
+157,899
|
New
|
|
|
140
|
Darrow Company
Needham,
Massachusetts
|
$12.2M
|
+$202K
|
+2,710
|
+2%
|
|
|
141
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.9M
|
-$178K
|
-2,380
|
-2%
|
|
|
142
|
White Pine Investment Company
Livonia,
Michigan
|
$11.9M
|
+$49.8K
|
+668
|
+0.4%
|
|
|
143
|
Axxcess Wealth Management
Carlsbad,
California
|
$11.8M
|
-$7.17M
|
-96,127
|
-39%
|
|
|
144
|
Clearstead Advisors
Cleveland,
Ohio
|
$11.7M
|
-$192K
|
-2,572
|
-2%
|
|
|
145
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$11.6M
|
-$73.6M
|
-986,977
|
-87%
|
|
|
146
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11.5M
|
-$7.35M
|
-98,452
|
-40%
|
|
|
147
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$11.4M
|
-$48.2M
|
-646,076
|
-82%
|
|
|
148
|
Atria Investments
Charlotte,
North Carolina
|
$11.4M
|
-$4.45M
|
-59,681
|
-29%
|
|
|
149
|
Asset Management Resources
Hyannis,
Massachusetts
|
$11.3M
|
-$232K
|
-3,104
|
-2%
|
|
|
150
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$11.3M
|
+$366K
|
+4,911
|
+4%
|
|
