|
126
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$23.4M
|
+$408K
|
+2,102
|
+2%
|
|
|
127
|
Rockefeller Capital Management
New York
|
$23.4M
|
+$2.48M
|
+12,779
|
+12%
|
|
|
128
|
Whelan Financial
Fresno,
California
|
$23.2M
|
+$2.12M
|
+10,933
|
+10%
|
|
|
129
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.2M
|
+$622K
|
+3,208
|
+3%
|
|
|
130
|
|
$23M
|
+$658K
|
+3,394
|
+3%
|
|
|
131
|
Randolph Company
Cincinnati,
Ohio
|
$22.9M
|
+$40.9K
|
+211
|
+0.2%
|
|
|
132
|
Scott Capital Advisors
Portland,
Oregon
|
$22.7M
|
-$295K
|
-1,521
|
-1%
|
|
|
133
|
Estate Counselors
Thiensville,
Wisconsin
|
$22.2M
|
+$8.51M
|
+43,868
|
+60%
|
|
|
134
|
CX Institutional
Auburn,
Indiana
|
$22.1M
|
+$832K
|
+4,289
|
+4%
|
|
|
135
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$21.9M
|
+$719K
|
+3,707
|
+3%
|
|
|
136
|
Northern Trust
Chicago,
Illinois
|
$21.9M
|
+$1.54M
|
+7,942
|
+7%
|
|
|
137
|
Hill Island Financial
Grand Rapids,
Michigan
|
$21.2M
|
+$1.45M
|
+7,502
|
+7%
|
|
|
138
|
|
$21M
|
+$422K
|
+2,175
|
+2%
|
|
|
139
|
Janus Henderson Group
London,
|
$20.9M
|
-$42.2M
|
-217,846
|
-66%
|
|
|
140
|
D'Orazio & Associates
Falls Church,
Virginia
|
$20.7M
|
-$1.55M
|
-8,005
|
-7%
|
|
|
141
|
Center for Financial Planning
Southfied,
Michigan
|
$20.7M
|
+$63.6K
|
+328
|
+0.3%
|
|
|
142
|
Joel Isaacson & Co
New York
|
$20.5M
|
+$1.5M
|
+7,715
|
+8%
|
|
|
143
|
SoFi Wealth
San Francisco,
California
|
$20.4M
|
+$972K
|
+5,010
|
+5%
|
|
|
144
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$20.2M
|
+$201K
|
+1,039
|
+1%
|
|
|
145
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$19.9M
|
+$19.4M
|
+100,224
|
+2,098%
|
|
|
146
|
Brown Advisory
Baltimore,
Maryland
|
$19.9M
|
+$1.53M
|
+7,892
|
+8%
|
|
|
147
|
Crewe Advisors
Salt Lake City,
Utah
|
$19.8M
|
–
|
–
|
–
|
|
|
148
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$19.7M
|
+$455K
|
+2,344
|
+2%
|
|
|
149
|
BOK Financial Private Wealth
Denver,
Colorado
|
$19.6M
|
-$302K
|
-1,557
|
-1%
|
|
|
150
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$19.6M
|
+$1.26M
|
+6,497
|
+7%
|
|
