|
176
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$15.6M
|
–
|
–
|
–
|
|
|
177
|
Level Wealth Management
Greensboro,
North Carolina
|
$15.5M
|
+$1.92M
|
+38,129
|
+14%
|
|
|
178
|
Frisco Financial Planning
Frisco,
Texas
|
$15.5M
|
+$1.46M
|
+29,077
|
+11%
|
|
|
179
|
Foster & Motley
Cincinnati,
Ohio
|
$15.4M
|
-$327K
|
-6,504
|
-2%
|
|
|
180
|
Capital Performance Advisors
Walnut Creek,
California
|
$15.4M
|
+$3.22M
|
+64,034
|
+27%
|
|
|
181
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$15.3M
|
+$3.04M
|
+60,523
|
+25%
|
|
|
182
|
Lido Advisors
Los Angeles,
California
|
$14.9M
|
+$1.54M
|
+30,742
|
+12%
|
|
|
183
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$14.8M
|
-$357K
|
-7,101
|
-2%
|
|
|
184
|
Grove Bank & Trust
Miami,
Florida
|
$14.7M
|
+$43.8K
|
+872
|
+0.3%
|
|
|
185
|
CoreCap Advisors
Southfield,
Michigan
|
$14.7M
|
+$1.59M
|
+31,595
|
+12%
|
|
|
186
|
Aprio Wealth Management
Atlanta,
Georgia
|
$14.6M
|
-$928K
|
-18,464
|
-6%
|
|
|
187
|
Clearstead Advisors
Cleveland,
Ohio
|
$14.1M
|
+$991K
|
+19,717
|
+8%
|
|
|
188
|
PDS Planning
Dublin,
Ohio
|
$13.9M
|
+$157K
|
+3,126
|
+1%
|
|
|
189
|
Regions Financial Corp
Birmingham,
Alabama
|
$13.9M
|
-$1.05M
|
-20,915
|
-7%
|
|
|
190
|
Bank of Hawaii
Honolulu,
Hawaii
|
$13.8M
|
+$1.81M
|
+35,924
|
+15%
|
|
|
191
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.7M
|
+$343K
|
+6,830
|
+3%
|
|
|
192
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.5M
|
-$5.42M
|
-107,832
|
-29%
|
|
|
193
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$13.5M
|
-$4.32K
|
-86
|
-0%
|
|
|
194
|
Partners in Financial Planning
Salem,
Virginia
|
$13.3M
|
+$1.29M
|
+25,754
|
+11%
|
|
|
195
|
Citadel Advisors
Miami,
Florida
|
$13.2M
|
-$11M
|
-219,465
|
-46%
|
|
|
196
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$13.2M
|
+$523K
|
+10,411
|
+4%
|
|
|
197
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$13.1M
|
+$4.59M
|
+91,249
|
+55%
|
|
|
198
|
Kestra Private Wealth Services
Austin,
Texas
|
$13.1M
|
+$742K
|
+14,759
|
+6%
|
|
|
199
|
L2 Asset Management
Wayland,
Massachusetts
|
$12.9M
|
-$12.5M
|
-249,550
|
-49%
|
|
|
200
|
Perigon Wealth Management
San Francisco,
California
|
$12.4M
|
+$1.24M
|
+24,734
|
+11%
|
|
