|
126
|
Partners in Financial Planning
Salem,
Virginia
|
$14.2M
|
-$162K
|
-1,028
|
-1%
|
|
|
127
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$13.7M
|
+$876K
|
+5,563
|
+7%
|
|
|
128
|
|
$13.7M
|
+$545K
|
+3,460
|
+4%
|
|
|
129
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.5M
|
+$141K
|
+897
|
+1%
|
|
|
130
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$13.5M
|
-$335K
|
-2,131
|
-3%
|
|
|
131
|
Atria Wealth Solutions
New York
|
$13.3M
|
+$627K
|
+3,982
|
+5%
|
|
|
132
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$13.2M
|
+$2.08M
|
+13,181
|
+20%
|
|
|
133
|
Ancora Advisors
Cleveland,
Ohio
|
$13.2M
|
+$143K
|
+906
|
+1%
|
|
|
134
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$13.1M
|
-$6.05M
|
-38,431
|
-33%
|
|
|
135
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$13.1M
|
-$373K
|
-2,371
|
-3%
|
|
|
136
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.1M
|
-$3.35M
|
-21,294
|
-21%
|
|
|
137
|
Bartlett & Co
Cincinnati,
Ohio
|
$13M
|
-$390K
|
-2,476
|
-3%
|
|
|
138
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$13M
|
-$390K
|
-2,476
|
-3%
|
|
|
139
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$12.7M
|
+$215K
|
+1,365
|
+2%
|
|
|
140
|
Avantax Advisory Services
Dallas,
Texas
|
$12.7M
|
+$1.5M
|
+9,524
|
+14%
|
|
|
141
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$12.6M
|
+$518K
|
+3,293
|
+5%
|
|
|
142
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.6M
|
+$756K
|
+4,805
|
+7%
|
|
|
143
|
Quest Investment Management
Lake Oswego,
Oregon
|
$12.3M
|
–
|
–
|
–
|
|
|
144
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$12.3M
|
+$925K
|
+5,878
|
+9%
|
|
|
145
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.2M
|
+$158K
|
+1,003
|
+1%
|
|
|
146
|
Natixis Advisors
Boston,
Massachusetts
|
$12.2M
|
-$2.54M
|
-16,120
|
-18%
|
|
|
147
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$12.1M
|
+$75.6K
|
+480
|
+0.7%
|
|
|
148
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12M
|
+$931K
|
+5,911
|
+9%
|
|
|
149
|
Praetorian Wealth Management
Carmel,
California
|
$12M
|
+$156K
|
+991
|
+1%
|
|
|
150
|
Kestra Advisory Services
Austin,
Texas
|
$11.8M
|
-$931K
|
-5,913
|
-8%
|
|
