|
151
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15M
|
+$192K
|
+3,807
|
+1%
|
|
|
152
|
Towneley Capital Management
Laguna Hills,
California
|
$14.8M
|
+$9M
|
+178,004
|
+151%
|
|
|
153
|
Colony Family Offices
Charlotte,
North Carolina
|
$14.7M
|
+$2.22M
|
+43,999
|
+18%
|
|
|
154
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$14.6M
|
-$856K
|
-16,932
|
-5%
|
|
|
155
|
Private Portfolio Partners
Paramus,
New Jersey
|
$14.6M
|
+$1.64M
|
+32,444
|
+13%
|
|
|
156
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$14.5M
|
+$439K
|
+8,691
|
+3%
|
|
|
157
|
Old National Bancorp
Evansville,
Indiana
|
$14.2M
|
+$1.34M
|
+26,498
|
+10%
|
|
|
158
|
Newton One Investments
Newark,
Delaware
|
$14.1M
|
+$741K
|
+14,648
|
+5%
|
|
|
159
|
Frisco Financial Planning
Frisco,
Texas
|
$14.1M
|
+$14.2M
|
+281,670
|
New
|
|
|
160
|
UMB Bank
Kansas City,
Missouri
|
$14M
|
+$9.29M
|
+183,686
|
+191%
|
|
|
161
|
Grove Bank & Trust
Miami,
Florida
|
$14M
|
+$457K
|
+9,045
|
+3%
|
|
|
162
|
Roth Financial Partners
Kingwood,
Texas
|
$13.9M
|
+$146K
|
+2,894
|
+1%
|
|
|
163
|
Summit Financial
Parsippany,
New Jersey
|
$13.8M
|
+$987K
|
+19,529
|
+8%
|
|
|
164
|
Atria Wealth Solutions
New York
|
$13.7M
|
-$2.83M
|
-55,969
|
-17%
|
|
|
165
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.7M
|
+$1.3M
|
+25,713
|
+10%
|
|
|
166
|
|
$13.6M
|
+$1.02M
|
+20,097
|
+8%
|
|
|
167
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$13.6M
|
-$2.71M
|
-53,608
|
-17%
|
|
|
168
|
Evanson Asset Management
Carmel,
California
|
$13.6M
|
+$1.18M
|
+23,319
|
+9%
|
|
|
169
|
Foster & Motley
Cincinnati,
Ohio
|
$13.3M
|
+$1.16M
|
+22,854
|
+9%
|
|
|
170
|
Divergent Planning
Bethesda,
Maryland
|
$13.2M
|
+$370K
|
+7,318
|
+3%
|
|
|
171
|
Perigon Wealth Management
San Francisco,
California
|
$13M
|
+$460K
|
+9,092
|
+4%
|
|
|
172
|
Cardiff Park Advisors
Carlsbad,
California
|
$12.9M
|
+$277K
|
+5,478
|
+2%
|
|
|
173
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$12.8M
|
+$1.42M
|
+28,157
|
+12%
|
|
|
174
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.3M
|
+$2.92M
|
+57,855
|
+31%
|
|
|
175
|
Private Advisor Group
Morristown,
New Jersey
|
$12.1M
|
+$892K
|
+17,650
|
+8%
|
|
