|
126
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$42M
|
+$856K
|
+5,538
|
+2%
|
|
|
127
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$41.6M
|
+$1.53M
|
+9,894
|
+3%
|
|
|
128
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$39.8M
|
+$13M
|
+84,310
|
+38%
|
|
|
129
|
Oxford Financial Group
Carmel,
Indiana
|
$39.8M
|
+$10.5M
|
+67,944
|
+28%
|
|
|
130
|
Hardy Reed
Tupelo,
Mississippi
|
$39.4M
|
+$12M
|
+77,661
|
+34%
|
|
|
131
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$39.4M
|
+$26.7M
|
+172,698
|
+130%
|
|
|
132
|
Brighton Jones LLC
Seattle,
Washington
|
$39.4M
|
+$817K
|
+5,284
|
+2%
|
|
|
133
|
Victory Capital Management
San Antonio,
Texas
|
$39M
|
-$95.1M
|
-614,789
|
-67%
|
|
|
134
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$38.9M
|
-$2.27M
|
-14,696
|
-4%
|
|
|
135
|
Linscomb Wealth
Houston,
Texas
|
$38.8M
|
-$491K
|
-3,175
|
-1%
|
|
|
136
|
Karpus Investment Management
Pittsford,
New York
|
$38.7M
|
-$16.6M
|
-107,548
|
-26%
|
|
|
137
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$38.6M
|
+$756K
|
+4,888
|
+2%
|
|
|
138
|
Cedar Wealth Management
Walnut Creek,
California
|
$38.3M
|
+$439K
|
+2,836
|
+1%
|
|
|
139
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$37.7M
|
+$45.2M
|
+292,168
|
New
|
|
|
140
|
Sunesis Advisors
Overland Park,
Kansas
|
$36.8M
|
+$981K
|
+6,344
|
+2%
|
|
|
141
|
Veritable
Wilmington,
Delaware
|
$35.3M
|
-$17M
|
-110,082
|
-29%
|
|
|
142
|
VPR Management
Houston,
Texas
|
$35.3M
|
+$19.7M
|
+127,500
|
+87%
|
|
|
143
|
MML Investors Services
Springfield,
Massachusetts
|
$35.2M
|
+$2.31M
|
+14,920
|
+6%
|
|
|
144
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$34.7M
|
+$15.5M
|
+100,303
|
+57%
|
|
|
145
|
PagnatoKarp Partners
Reston,
Virginia
|
$34.4M
|
-$3.37M
|
-21,774
|
-8%
|
|
|
146
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$34.3M
|
-$7.47M
|
-48,327
|
-15%
|
|
|
147
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$33.9M
|
-$30M
|
-194,227
|
-42%
|
|
|
148
|
Chai Trust Company
Chicago,
Illinois
|
$33.8M
|
+$4.88M
|
+31,569
|
+14%
|
|
|
149
|
Trilogy Capital
Irvine,
California
|
$32.8M
|
-$2.82M
|
-18,250
|
-7%
|
|
|
150
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$32M
|
+$894K
|
+5,785
|
+2%
|
|
