|
151
|
REDW Wealth
Albuquerque,
New Mexico
|
$14.1M
|
-$1.48M
|
-17,854
|
-9%
|
|
|
152
|
Falcon Wealth Planning
Ontario,
California
|
$13.8M
|
+$1.24M
|
+15,001
|
+10%
|
|
|
153
|
Huntington National Bank
Columbus,
Ohio
|
$13.7M
|
–
|
–
|
–
|
|
|
154
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.4M
|
+$444K
|
+5,350
|
+3%
|
|
|
155
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.3M
|
-$3.7M
|
-44,649
|
-22%
|
|
|
156
|
Alpha Capital Management
Austin,
Texas
|
$13.2M
|
+$248K
|
+2,989
|
+2%
|
|
|
157
|
Integris Wealth Management
Monterey,
California
|
$13.1M
|
+$13.2M
|
+158,994
|
New
|
|
|
158
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$13.1M
|
-$173K
|
-2,083
|
-1%
|
|
|
159
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$13.1M
|
+$839K
|
+10,114
|
+7%
|
|
|
160
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$13M
|
+$657K
|
+7,924
|
+5%
|
|
|
161
|
New Hampshire Trust
Concord,
New Hampshire
|
$13M
|
+$13.1M
|
+157,520
|
New
|
|
|
162
|
Schoolcraft Capital
Boulder,
Colorado
|
$13M
|
-$560K
|
-6,752
|
-4%
|
|
|
163
|
Soltis Investment Advisors
St. George,
Utah
|
$12.7M
|
+$7.41M
|
+89,424
|
+138%
|
|
|
164
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$12.4M
|
+$154K
|
+1,854
|
+1%
|
|
|
165
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$12.3M
|
+$2.09M
|
+25,222
|
+20%
|
|
|
166
|
VOYA Investment Management
Atlanta,
Georgia
|
$12.2M
|
+$605K
|
+7,294
|
+5%
|
|
|
167
|
Tiedemann Advisors
New York
|
$12.2M
|
-$1.41M
|
-17,061
|
-10%
|
|
|
168
|
Firestone Capital Management
Coral Gables,
Florida
|
$11.9M
|
+$33K
|
+398
|
+0.3%
|
|
|
169
|
Rockland Trust
Hanover,
Massachusetts
|
$11.9M
|
+$7.05M
|
+85,039
|
+143%
|
|
|
170
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.9M
|
+$62.2K
|
+750
|
+0.5%
|
|
|
171
|
Private Ocean
San Rafael,
California
|
$11.7M
|
+$6.62M
|
+79,893
|
+129%
|
|
|
172
|
Atria Wealth Solutions
New York
|
$11.7M
|
-$546K
|
-6,586
|
-4%
|
|
|
173
|
Charles Schwab
San Francisco,
California
|
$11.6M
|
+$1.28M
|
+15,454
|
+12%
|
|
|
174
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$11.6M
|
+$11.7M
|
+140,511
|
New
|
|
|
175
|
Partners in Financial Planning
Salem,
Virginia
|
$11.6M
|
+$133K
|
+1,609
|
+1%
|
|
