|
126
|
Choreo LLC
Rockford,
Illinois
|
$21.9M
|
-$1.38M
|
-7,425
|
-6%
|
|
|
127
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$21.8M
|
+$1.55M
|
+8,339
|
+8%
|
|
|
128
|
|
$21.7M
|
+$5.9M
|
+31,837
|
+37%
|
|
|
129
|
D'Orazio & Associates
Falls Church,
Virginia
|
$21.5M
|
-$3.23M
|
-17,406
|
-13%
|
|
|
130
|
Private Advisor Group
Morristown,
New Jersey
|
$21.3M
|
+$5.84M
|
+31,528
|
+10%
|
|
|
131
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.8M
|
+$3.35M
|
+18,076
|
+19%
|
|
|
132
|
CX Institutional
Auburn,
Indiana
|
$20.6M
|
+$759K
|
+4,095
|
+4%
|
|
|
133
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$20.6M
|
+$4.21M
|
+22,730
|
+25%
|
|
|
134
|
Whelan Financial
Fresno,
California
|
$20.4M
|
-$687K
|
-3,705
|
-3%
|
|
|
135
|
Rockefeller Capital Management
New York
|
$20.3M
|
+$1.91M
|
+10,281
|
+10%
|
|
|
136
|
Davidson Investment Advisors
Great Falls,
Montana
|
$20M
|
+$2.6M
|
+14,013
|
+15%
|
|
|
137
|
Center for Financial Planning
Southfied,
Michigan
|
$19.9M
|
+$289K
|
+1,560
|
+1%
|
|
|
138
|
|
$19.9M
|
+$853K
|
+4,602
|
+4%
|
|
|
139
|
Hill Island Financial
Grand Rapids,
Michigan
|
$19.8M
|
-$797K
|
-4,300
|
-4%
|
|
|
140
|
Northern Trust
Chicago,
Illinois
|
$19.7M
|
+$483K
|
+2,605
|
+2%
|
|
|
141
|
EP Wealth Advisors
Torrance,
California
|
$19.5M
|
-$986K
|
-5,318
|
-5%
|
|
|
142
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$19.4M
|
-$3.66M
|
-19,729
|
-16%
|
|
|
143
|
BOK Financial Private Wealth
Denver,
Colorado
|
$19.3M
|
+$7.53M
|
+40,623
|
+63%
|
|
|
144
|
Crewe Advisors
Salt Lake City,
Utah
|
$19.2M
|
–
|
–
|
–
|
|
|
145
|
SoFi Wealth
San Francisco,
California
|
$18.8M
|
+$725K
|
+3,913
|
+4%
|
|
|
146
|
Ballast Inc
Lexington,
Kentucky
|
$18.7M
|
+$492K
|
+2,654
|
+3%
|
|
|
147
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$18.6M
|
+$405K
|
+2,184
|
+2%
|
|
|
148
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$18.5M
|
+$18.7M
|
+100,965
|
New
|
|
|
149
|
Joel Isaacson & Co
New York
|
$18.4M
|
+$1.88M
|
+10,170
|
+11%
|
|
|
150
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$18.2M
|
-$181K
|
-976
|
-1%
|
|
