|
126
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$12.4M
|
-$583K
|
-3,367
|
-4%
|
|
|
127
|
Total Wealth Planning
Cincinnati,
Ohio
|
$12.4M
|
-$231K
|
-1,335
|
-2%
|
|
|
128
|
Ferris Capital
Marlborough,
Massachusetts
|
$12.4M
|
+$12.3M
|
+71,242
|
New
|
|
|
129
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$12.3M
|
+$2.17M
|
+12,530
|
+21%
|
|
|
130
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$12.3M
|
-$687K
|
-3,964
|
-5%
|
|
|
131
|
Apella Capital
West Hartford,
Connecticut
|
$12.3M
|
+$3.22M
|
+18,597
|
+36%
|
|
|
132
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$12M
|
-$34.5K
|
-199
|
-0.3%
|
|
|
133
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$11.9M
|
-$6.93K
|
-40
|
-0.1%
|
|
|
134
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11.9M
|
-$404K
|
-2,332
|
-3%
|
|
|
135
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11.8M
|
+$9.01K
|
+52
|
+0.1%
|
|
|
136
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$11.6M
|
+$1.61M
|
+9,307
|
+16%
|
|
|
137
|
Partners in Financial Planning
Salem,
Virginia
|
$11.6M
|
+$11.6M
|
+66,846
|
New
|
|
|
138
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
+$2.93M
|
+16,924
|
+34%
|
|
|
139
|
Avion Wealth
The Woodlands,
Texas
|
$11.3M
|
+$2.11M
|
+12,163
|
+23%
|
|
|
140
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.2M
|
+$414K
|
+2,390
|
+4%
|
|
|
141
|
Park Avenue Securities
New York
|
$11.1M
|
+$2.33M
|
+13,433
|
+27%
|
|
|
142
|
|
$11.1M
|
+$3.84M
|
+22,146
|
+53%
|
|
|
143
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$10.9M
|
-$1.83M
|
-10,546
|
-14%
|
|
|
144
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$10.8M
|
+$255K
|
+1,474
|
+2%
|
|
|
145
|
Annapolis Financial Services
Annapolis,
Maryland
|
$10.7M
|
-$12K
|
-69
|
-0.1%
|
|
|
146
|
Karpus Investment Management
Pittsford,
New York
|
$10.7M
|
+$193K
|
+1,115
|
+2%
|
|
|
147
|
Foster & Motley
Cincinnati,
Ohio
|
$10.6M
|
+$34.8K
|
+201
|
+0.3%
|
|
|
148
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$10.6M
|
-$734K
|
-4,236
|
-6%
|
|
|
149
|
Titan Managers
Scottsdale,
Arizona
|
$10.3M
|
–
|
–
|
–
|
|
|
150
|
Blankinship & Foster
Solana Beach,
California
|
$10.2M
|
+$797K
|
+4,597
|
+8%
|
|
