|
126
|
SVB Wealth
Boston,
Massachusetts
|
$18M
|
+$16.9M
|
+148,465
|
+2,740%
|
|
|
127
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$17.8M
|
+$4.56M
|
+40,041
|
+36%
|
|
|
128
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$17.7M
|
-$331K
|
-2,910
|
-2%
|
|
|
129
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$17.6M
|
+$17.1M
|
+149,913
|
New
|
|
|
130
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$17.3M
|
+$14.8M
|
+129,613
|
+703%
|
|
|
131
|
Fidelity Investments
Boston,
Massachusetts
|
$17.1M
|
-$1.12M
|
-9,822
|
-6%
|
|
|
132
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$16.9M
|
+$900K
|
+7,904
|
+6%
|
|
|
133
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$16.8M
|
+$9.08M
|
+79,786
|
+125%
|
|
|
134
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$16.4M
|
+$350K
|
+3,077
|
+2%
|
|
|
135
|
Cahill Financial Advisors
Edina,
Minnesota
|
$16.4M
|
+$4.12M
|
+36,193
|
+35%
|
|
|
136
|
Venturi Wealth Management
Austin,
Texas
|
$16.3M
|
-$2.1M
|
-18,429
|
-12%
|
|
|
137
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$16.2M
|
+$138K
|
+1,210
|
+0.9%
|
|
|
138
|
SimpliFi Inc
San Diego,
California
|
$16.2M
|
+$264K
|
+2,322
|
+2%
|
|
|
139
|
WMS Partners
Towson,
Maryland
|
$15.9M
|
+$2.3M
|
+20,174
|
+18%
|
|
|
140
|
PDS Planning
Dublin,
Ohio
|
$15.7M
|
+$1.86M
|
+16,350
|
+14%
|
|
|
141
|
United Services Automobile Association
San Antonio,
Texas
|
$15.6M
|
-$966K
|
-8,482
|
-6%
|
|
|
142
|
Quest Capital Management
Dallas,
Texas
|
$15.6M
|
-$860K
|
-7,556
|
-5%
|
|
|
143
|
Gibson Capital
Wexford,
Pennsylvania
|
$15.5M
|
–
|
–
|
–
|
|
|
144
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$15.5M
|
+$451K
|
+3,959
|
+3%
|
|
|
145
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$15.2M
|
+$1.75M
|
+15,342
|
+13%
|
|
|
146
|
Bouchey Financial Group
Troy,
New York
|
$15.1M
|
+$14.7M
|
+128,840
|
New
|
|
|
147
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14.4M
|
-$2.59M
|
-22,744
|
-16%
|
|
|
148
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$14.3M
|
+$10.7M
|
+93,769
|
+331%
|
|
|
149
|
Beacon Financial Group
Dallas,
Texas
|
$14.1M
|
+$150K
|
+1,316
|
+1%
|
|
|
150
|
Searcy Financial Services
Overland Park,
Kansas
|
$14M
|
+$13.6M
|
+119,719
|
New
|
|
