|
176
|
GoalFusion Wealth Management
Austin,
Texas
|
$16.1M
|
+$500K
|
+6,127
|
+3%
|
|
|
177
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16M
|
+$480K
|
+5,881
|
+3%
|
|
|
178
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$16M
|
+$927K
|
+11,361
|
+6%
|
|
|
179
|
Comerica Bank
Dallas,
Texas
|
$15.8M
|
-$1.98M
|
-24,200
|
-11%
|
|
|
180
|
West Financial Advisors
Des Moines,
Iowa
|
$15.3M
|
+$172K
|
+2,104
|
+1%
|
|
|
181
|
Avior Wealth Management
Omaha,
Nebraska
|
$15.2M
|
+$590K
|
+7,232
|
+4%
|
|
|
182
|
First National Trust
Hermitage,
Pennsylvania
|
$15.2M
|
+$1.28M
|
+15,687
|
+9%
|
|
|
183
|
Atria Wealth Solutions
New York
|
$15.1M
|
+$2.5M
|
+30,622
|
+19%
|
|
|
184
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$14.9M
|
+$15.3M
|
+187,286
|
New
|
|
|
185
|
Summit Asset Management
Memphis,
Tennessee
|
$14.8M
|
+$15M
|
+183,934
|
New
|
|
|
186
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.7M
|
-$1.15M
|
-14,115
|
-7%
|
|
|
187
|
|
$14.6M
|
+$14.8M
|
+181,619
|
New
|
|
|
188
|
Roundview Capital
Princeton,
New Jersey
|
$14.4M
|
+$1.61M
|
+19,763
|
+12%
|
|
|
189
|
United Services Automobile Association
San Antonio,
Texas
|
$14.4M
|
+$114K
|
+1,393
|
+0.8%
|
|
|
190
|
Great Lakes Retirement
Sandusky,
Ohio
|
$14.3M
|
+$300K
|
+3,681
|
+2%
|
|
|
191
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$14.2M
|
+$1.15M
|
+14,132
|
+9%
|
|
|
192
|
Financial Futures
Brielle,
New Jersey
|
$14.1M
|
+$1.99M
|
+24,386
|
+16%
|
|
|
193
|
Mercer Global Advisors
Denver,
Colorado
|
$14M
|
+$1.76M
|
+21,571
|
+14%
|
|
|
194
|
D.J. St. Germain
Springfield,
Massachusetts
|
$13.8M
|
-$2.5M
|
-30,603
|
-15%
|
|
|
195
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.7M
|
+$6.03M
|
+73,837
|
+76%
|
|
|
196
|
Petix & Botte Financial
La Mesa,
California
|
$13.6M
|
-$4.48M
|
-54,889
|
-24%
|
|
|
197
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$13.6M
|
+$1.07M
|
+13,165
|
+8%
|
|
|
198
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$13.6M
|
-$253K
|
-3,100
|
-2%
|
|
|
199
|
Rockefeller Capital Management
New York
|
$13.6M
|
+$576K
|
+7,058
|
+4%
|
|
|
200
|
Cordant Inc
Portland,
Oregon
|
$13.2M
|
+$410K
|
+5,019
|
+3%
|
|
