|
151
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$21.3M
|
-$395K
|
-5,031
|
-2%
|
|
|
152
|
Montis Financial
Waltham,
Massachusetts
|
$21.2M
|
-$1.57M
|
-19,995
|
-7%
|
|
|
153
|
AllSquare Wealth Management
Albany,
New York
|
$21M
|
-$381K
|
-4,852
|
-2%
|
|
|
154
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$21M
|
+$836K
|
+10,651
|
+4%
|
|
|
155
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$20.8M
|
+$223K
|
+2,846
|
+1%
|
|
|
156
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.8M
|
-$51.2M
|
-652,408
|
-71%
|
|
|
157
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$20.7M
|
+$432K
|
+5,501
|
+2%
|
|
|
158
|
Executive Wealth Management
Brighton,
Michigan
|
$20.7M
|
+$398K
|
+5,076
|
+2%
|
|
|
159
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$20.6M
|
+$427K
|
+5,440
|
+2%
|
|
|
160
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$20.5M
|
+$352K
|
+4,490
|
+2%
|
|
|
161
|
Matrix Trust Company
Denver,
Colorado
|
$20.4M
|
+$455K
|
+5,802
|
+2%
|
|
|
162
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$20.4M
|
+$1.8M
|
+22,920
|
+10%
|
|
|
163
|
Bear Mountain Capital
Seattle,
Washington
|
$20M
|
+$43.2K
|
+550
|
+0.2%
|
|
|
164
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$19.6M
|
-$160K
|
-2,039
|
-0.8%
|
|
|
165
|
Asset Management Group
Stamford,
Connecticut
|
$19.5M
|
-$225K
|
-2,867
|
-1%
|
|
|
166
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$19.4M
|
-$6.55M
|
-83,435
|
-25%
|
|
|
167
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$19.3M
|
-$325K
|
-4,144
|
-2%
|
|
|
168
|
Bouchey Financial Group
Troy,
New York
|
$18.9M
|
+$1.9M
|
+24,179
|
+11%
|
|
|
169
|
FIDELIS iM
Medford,
Oregon
|
$18.9M
|
+$660K
|
+8,415
|
+4%
|
|
|
170
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.9M
|
-$39.6K
|
-504
|
-0.2%
|
|
|
171
|
KWMG LLC
Overland Park,
Kansas
|
$18.6M
|
+$637K
|
+8,116
|
+4%
|
|
|
172
|
Montag & Associates
Atlanta,
Georgia
|
$18.5M
|
-$76K
|
-969
|
-0.4%
|
|
|
173
|
Unison Advisors
Washington,
District of Columbia
|
$18.4M
|
+$65.8K
|
+838
|
+0.4%
|
|
|
174
|
Rockefeller Capital Management
New York
|
$18.1M
|
+$220K
|
+2,805
|
+1%
|
|
|
175
|
Prudential Financial
Newark,
New Jersey
|
$17.6M
|
-$3.84M
|
-48,883
|
-18%
|
|
