|
151
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.3M
|
-$101K
|
-1,289
|
-0.5%
|
|
|
152
|
Montis Financial
Waltham,
Massachusetts
|
$20.3M
|
-$573K
|
-7,301
|
-3%
|
|
|
153
|
William Mack & Associates
Troy,
Michigan
|
$20.2M
|
+$20.4M
|
+259,556
|
New
|
|
|
154
|
AllSquare Wealth Management
Albany,
New York
|
$20M
|
-$632K
|
-8,056
|
-3%
|
|
|
155
|
Robinson Value Management
San Antonio,
Texas
|
$19.9M
|
+$13.4M
|
+170,539
|
+202%
|
|
|
156
|
Matrix Trust Company
Denver,
Colorado
|
$19.8M
|
-$309K
|
-3,940
|
-2%
|
|
|
157
|
Bear Mountain Capital
Seattle,
Washington
|
$19.7M
|
-$115K
|
-1,465
|
-0.6%
|
|
|
158
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$19.6M
|
-$646K
|
-8,241
|
-3%
|
|
|
159
|
OneAscent Financial Services
Birmingham,
Alabama
|
$19.5M
|
+$19.6M
|
+250,310
|
New
|
|
|
160
|
FIDELIS iM
Medford,
Oregon
|
$19.2M
|
+$642K
|
+8,189
|
+3%
|
|
|
161
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$19M
|
-$1.92M
|
-24,538
|
-9%
|
|
|
162
|
KWMG LLC
Overland Park,
Kansas
|
$18.5M
|
+$253K
|
+3,224
|
+1%
|
|
|
163
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$18.4M
|
+$1.28M
|
+16,328
|
+7%
|
|
|
164
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$18.1M
|
+$18.2M
|
+232,505
|
New
|
|
|
165
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.6M
|
-$922K
|
-11,760
|
-5%
|
|
|
166
|
Unison Advisors
Washington,
District of Columbia
|
$17.5M
|
-$635K
|
-8,092
|
-3%
|
|
|
167
|
Montag & Associates
Atlanta,
Georgia
|
$17.4M
|
-$704K
|
-8,970
|
-4%
|
|
|
168
|
First National Trust
Hermitage,
Pennsylvania
|
$17.1M
|
+$889K
|
+11,331
|
+5%
|
|
|
169
|
Coyle Financial Counsel
Glenview,
Illinois
|
$17.1M
|
+$1.82M
|
+23,180
|
+12%
|
|
|
170
|
Mason & Associates (California)
Los Angeles,
California
|
$17M
|
+$3.61M
|
+45,979
|
+27%
|
|
|
171
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$17M
|
+$407K
|
+5,189
|
+2%
|
|
|
172
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$16.9M
|
+$262K
|
+3,344
|
+2%
|
|
|
173
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$16.7M
|
+$1.54M
|
+19,580
|
+10%
|
|
|
174
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.5M
|
+$16.2M
|
+206,073
|
+4,088%
|
|
|
175
|
Asset Management Group
Stamford,
Connecticut
|
$16.5M
|
-$2.7M
|
-34,463
|
-14%
|
|
