|
101
|
Pasadena Private Wealth
Pasadena,
California
|
$24.7M
|
+$184K
|
+901
|
+0.8%
|
|
|
102
|
BHK Investment Advisors
Birmingham,
Alabama
|
$24.3M
|
-$200K
|
-980
|
-0.8%
|
|
|
103
|
Silver Coast Investments
San Diego,
United States
|
$23.9M
|
-$680K
|
-3,324
|
-3%
|
|
|
104
|
Natixis Advisors
Boston,
Massachusetts
|
$23.6M
|
+$2.68M
|
+13,117
|
+13%
|
|
|
105
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$23.3M
|
+$396K
|
+1,939
|
+2%
|
|
|
106
|
Total Wealth Planning
Cincinnati,
Ohio
|
$22.7M
|
+$191K
|
+935
|
+0.9%
|
|
|
107
|
Fiducient Advisors
Chicago,
Illinois
|
$22.2M
|
+$61.3K
|
+300
|
+0.3%
|
|
|
108
|
Atria Investments
Charlotte,
North Carolina
|
$22.2M
|
+$615K
|
+3,006
|
+3%
|
|
|
109
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$21M
|
+$1.48M
|
+7,230
|
+8%
|
|
|
110
|
Balance Wealth
Delaware,
Ohio
|
$21M
|
+$20.5M
|
+100,413
|
New
|
|
|
111
|
Partners in Financial Planning
Salem,
Virginia
|
$20.9M
|
-$73K
|
-357
|
-0.4%
|
|
|
112
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.8M
|
-$409K
|
-1,998
|
-2%
|
|
|
113
|
PDS Planning
Dublin,
Ohio
|
$20.7M
|
-$252K
|
-1,232
|
-1%
|
|
|
114
|
Coastline Trust
Providence,
Rhode Island
|
$20.3M
|
-$141K
|
-691
|
-0.7%
|
|
|
115
|
Empowered Funds
Havertown,
Pennsylvania
|
$20.1M
|
+$2.23M
|
+10,918
|
+13%
|
|
|
116
|
Avion Wealth
The Woodlands,
Texas
|
$19.6M
|
-$81.4K
|
-398
|
-0.4%
|
|
|
117
|
Avior Wealth Management
Omaha,
Nebraska
|
$19.5M
|
+$159K
|
+779
|
+0.8%
|
|
|
118
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$19.5M
|
+$937K
|
+4,582
|
+5%
|
|
|
119
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$18.8M
|
-$624K
|
-3,053
|
-3%
|
|
|
120
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$18.1M
|
+$480K
|
+2,348
|
+3%
|
|
|
121
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$18M
|
-$202K
|
-986
|
-1%
|
|
|
122
|
Studio Investment Management
Chicago,
Illinois
|
$17.9M
|
-$1.62M
|
-7,915
|
-8%
|
|
|
123
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17.8M
|
-$693K
|
-3,390
|
-4%
|
|
|
124
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$17.6M
|
-$12.4M
|
-60,508
|
-71%
|
|
|
125
|
Marmo Financial Group
Johnson City,
Tennessee
|
$17.6M
|
+$17.2M
|
+84,273
|
New
|
|
