|
126
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$15.9M
|
+$267K
|
+1,481
|
+2%
|
|
|
127
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15.9M
|
-$1.79M
|
-9,915
|
-11%
|
|
|
128
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.6M
|
-$971K
|
-5,380
|
-6%
|
|
|
129
|
Natixis Advisors
Boston,
Massachusetts
|
$15.4M
|
-$2.89M
|
-16,001
|
-17%
|
|
|
130
|
Ancora Advisors
Cleveland,
Ohio
|
$15.3M
|
+$586K
|
+3,247
|
+4%
|
|
|
131
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$15.2M
|
+$1.49M
|
+8,272
|
+12%
|
|
|
132
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$15M
|
-$20.6K
|
-114
|
-0.1%
|
|
|
133
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$14.8M
|
-$2.24M
|
-12,386
|
-14%
|
|
|
134
|
LMCG Investments
Boston,
Massachusetts
|
$14.8M
|
-$7.61M
|
-42,155
|
-35%
|
|
|
135
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$14.8M
|
-$346K
|
-1,916
|
-2%
|
|
|
136
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$14.8M
|
-$44.6K
|
-247
|
-0.3%
|
|
|
137
|
Arden Trust
Wilmington,
Delaware
|
$14.7M
|
+$22.9K
|
+127
|
+0.2%
|
|
|
138
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$14.5M
|
-$1.21M
|
-6,689
|
-8%
|
|
|
139
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$14.5M
|
+$206K
|
+1,144
|
+2%
|
|
|
140
|
Atria Wealth Solutions
New York
|
$14.4M
|
-$621K
|
-3,439
|
-4%
|
|
|
141
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$14.3M
|
-$356K
|
-1,973
|
-3%
|
|
|
142
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.3M
|
-$591K
|
-3,273
|
-4%
|
|
|
143
|
Quest Investment Management
Lake Oswego,
Oregon
|
$14.3M
|
–
|
–
|
–
|
|
|
144
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$14.3M
|
+$499K
|
+2,763
|
+4%
|
|
|
145
|
Arvest Investments
Lowell,
Arkansas
|
$14.2M
|
-$603K
|
-3,339
|
-4%
|
|
|
146
|
Family CFO
Los Altos,
California
|
$14M
|
-$29.8K
|
-165
|
-0.2%
|
|
|
147
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$14M
|
-$1.42M
|
-7,883
|
-10%
|
|
|
148
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$13.7M
|
-$6.36M
|
-35,272
|
-33%
|
|
|
149
|
Prosperity Planning
Kansas City,
Missouri
|
$13.7M
|
+$656K
|
+3,638
|
+5%
|
|
|
150
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.5M
|
-$333K
|
-1,847
|
-3%
|
|
