|
151
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$11.9M
|
+$780K
|
+4,667
|
+7%
|
|
|
152
|
Quest Investment Management
Lake Oswego,
Oregon
|
$11.8M
|
–
|
–
|
–
|
|
|
153
|
Atria Wealth Solutions
New York
|
$11.7M
|
-$1.2M
|
-7,199
|
-9%
|
|
|
154
|
Bank of New York Mellon
New York
|
$11.7M
|
+$711K
|
+4,251
|
+6%
|
|
|
155
|
Robinswood Financial
Kirkland,
Washington
|
$11.5M
|
+$66.7K
|
+399
|
+0.6%
|
|
|
156
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$11.4M
|
-$266K
|
-1,590
|
-2%
|
|
|
157
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$11.3M
|
+$615K
|
+3,679
|
+5%
|
|
|
158
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$11.3M
|
+$1.72M
|
+10,294
|
+17%
|
|
|
159
|
Capital Advantage
Walnut Creek,
California
|
$11.2M
|
-$334
|
-2
|
-0%
|
|
|
160
|
Arden Trust
Wilmington,
Delaware
|
$11M
|
+$11.6M
|
+69,125
|
New
|
|
|
161
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$11M
|
-$135K
|
-808
|
-1%
|
|
|
162
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$11M
|
–
|
–
|
–
|
|
|
163
|
Family CFO
Los Altos,
California
|
$11M
|
+$322K
|
+1,924
|
+3%
|
|
|
164
|
KWMG LLC
Overland Park,
Kansas
|
$10.9M
|
+$537K
|
+3,212
|
+5%
|
|
|
165
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.8M
|
+$418K
|
+2,500
|
+4%
|
|
|
166
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$10.8M
|
+$907K
|
+5,423
|
+9%
|
|
|
167
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$10.7M
|
+$191K
|
+1,145
|
+2%
|
|
|
168
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$10.7M
|
-$47.8K
|
-286
|
-0.4%
|
|
|
169
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.6M
|
-$390K
|
-2,334
|
-3%
|
|
|
170
|
Private Portfolio Partners
Paramus,
New Jersey
|
$10.4M
|
+$128K
|
+763
|
+1%
|
|
|
171
|
|
$10.3M
|
-$3.08M
|
-18,396
|
-22%
|
|
|
172
|
Prosperity Planning
Kansas City,
Missouri
|
$10.2M
|
+$471K
|
+2,815
|
+5%
|
|
|
173
|
Praetorian Wealth Management
Carmel,
California
|
$10M
|
-$1.61M
|
-9,639
|
-13%
|
|
|
174
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$10M
|
-$93.3K
|
-558
|
-0.9%
|
|
|
175
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$9.93M
|
+$1.7M
|
+10,153
|
+19%
|
|
