|
226
|
Thryve Wealth Management
Irving,
Texas
|
$14.2M
|
+$2.95M
|
+26,934
|
+29%
|
|
|
227
|
Focused Wealth Management
Newburgh,
New York
|
$14.2M
|
-$105K
|
-959
|
-0.8%
|
|
|
228
|
Olistico Wealth
Tulsa,
Oklahoma
|
$14.1M
|
+$49.3M
|
+450,522
|
+382%
|
|
|
229
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$13.9M
|
-$166K
|
-1,515
|
-1%
|
|
|
230
|
Leavell Investment Management
Mobile,
Alabama
|
$13.9M
|
-$62.3K
|
-569
|
-0.5%
|
|
|
231
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$13.9M
|
+$1.3M
|
+11,834
|
+11%
|
|
|
232
|
Fifth Third Securities
Cincinnati,
Ohio
|
$13.8M
|
-$322K
|
-2,940
|
-2%
|
|
|
233
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$13.8M
|
-$384K
|
-3,507
|
-3%
|
|
|
234
|
Mission Wealth Management
Santa Barbara,
California
|
$13.8M
|
+$7.55M
|
+68,998
|
+150%
|
|
|
235
|
AE Wealth Management
Topeka,
Kansas
|
$13.7M
|
+$291K
|
+2,661
|
+2%
|
|
|
236
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$13.7M
|
-$82.5M
|
-753,134
|
-87%
|
|
|
237
|
Capital Planning
Bellevue,
Washington
|
$13.7M
|
-$1.27M
|
-11,592
|
-9%
|
|
|
238
|
Perennial Investment Advisors
Los Angeles,
California
|
$13.6M
|
+$194K
|
+1,771
|
+2%
|
|
|
239
|
Savant Capital
Rockford,
Illinois
|
$13.5M
|
+$1.63M
|
+14,896
|
+23%
|
|
|
240
|
Harper Investing
Santa Clara,
California
|
$13.5M
|
+$186K
|
+1,696
|
+2%
|
|
|
241
|
Naples Global Advisors
Naples,
Florida
|
$13.5M
|
-$219
|
-2
|
-0%
|
|
|
242
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$13.4M
|
-$13.5K
|
-123
|
-0.1%
|
|
|
243
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$13.3M
|
-$2.72M
|
-24,852
|
-18%
|
|
|
244
|
Penobscot Wealth Management
Portland,
Maine
|
$13.2M
|
-$1.05M
|
-9,565
|
-8%
|
|
|
245
|
Summitas Investment Management
Mckinney,
Texas
|
$13.1M
|
-$400K
|
-3,651
|
-3%
|
|
|
246
|
Neuberger Berman Group
New York
|
$13M
|
+$613K
|
+5,594
|
+5%
|
|
|
247
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$13M
|
-$355K
|
-3,242
|
-3%
|
|
|
248
|
Bank of New York Mellon
New York
|
$12.9M
|
-$763K
|
-6,972
|
-6%
|
|
|
249
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$12.8M
|
-$215K
|
-1,961
|
-2%
|
|
|
250
|
Chevy Chase Trust
Bethesda,
Maryland
|
$12.7M
|
-$441K
|
-4,030
|
-4%
|
|
