|
126
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$52.2M
|
+$7.52M
|
+51,014
|
+18%
|
|
|
127
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$52.1M
|
+$1.1M
|
+7,440
|
+2%
|
|
|
128
|
Zhang Financial
Portage,
Michigan
|
$51.9M
|
-$1.03M
|
-6,954
|
-2%
|
|
|
129
|
Arden Trust
Wilmington,
Delaware
|
$51.5M
|
-$4.88M
|
-33,068
|
-9%
|
|
|
130
|
United Capital Financial Advisors
Irving,
Texas
|
$50.9M
|
-$2.07M
|
-14,057
|
-4%
|
|
|
131
|
Circle Wealth Management
Summit,
New Jersey
|
$50.4M
|
-$4.24M
|
-28,725
|
-8%
|
|
|
132
|
Regions Financial Corp
Birmingham,
Alabama
|
$50.3M
|
-$679K
|
-4,605
|
-1%
|
|
|
133
|
Baker Avenue Asset Management
San Francisco,
California
|
$49.4M
|
-$10.1M
|
-68,360
|
-18%
|
|
|
134
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$48.4M
|
-$1.99M
|
-13,464
|
-4%
|
|
|
135
|
Brighton Jones LLC
Seattle,
Washington
|
$47.9M
|
+$149K
|
+1,013
|
+0.3%
|
|
|
136
|
Linscomb Wealth
Houston,
Texas
|
$47.3M
|
+$213K
|
+1,445
|
+0.5%
|
|
|
137
|
Chai Trust Company
Chicago,
Illinois
|
$46.9M
|
+$5.48M
|
+37,151
|
+14%
|
|
|
138
|
Sunesis Advisors
Overland Park,
Kansas
|
$44.4M
|
-$223K
|
-1,512
|
-0.5%
|
|
|
139
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$44.1M
|
-$2.67M
|
-18,082
|
-6%
|
|
|
140
|
Rezny Wealth Management
Fort Myers,
Florida
|
$44.1M
|
+$41.5M
|
+281,510
|
New
|
|
|
141
|
Park Avenue Securities
New York
|
$43.3M
|
+$40.8M
|
+276,854
|
New
|
|
|
142
|
FAS Wealth Partners
Leawood,
Kansas
|
$42.8M
|
-$15.1M
|
-102,123
|
-27%
|
|
|
143
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$42.2M
|
+$27.6M
|
+187,158
|
+228%
|
|
|
144
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$42M
|
+$39.2M
|
+265,866
|
+11,769%
|
|
|
145
|
MML Investors Services
Springfield,
Massachusetts
|
$41.2M
|
-$1.48M
|
-10,061
|
-4%
|
|
|
146
|
CornerStone Partners
Charlottesville,
Virginia
|
$41.1M
|
+$3.44M
|
+23,318
|
+10%
|
|
|
147
|
Valmark Advisers
Akron,
Ohio
|
$39.8M
|
+$2.8M
|
+18,984
|
+8%
|
|
|
148
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$39.5M
|
+$548K
|
+3,717
|
+1%
|
|
|
149
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$39.4M
|
+$2.7M
|
+18,276
|
+8%
|
|
|
150
|
Joel Isaacson & Co
New York
|
$38.3M
|
+$2.2M
|
+14,936
|
+7%
|
|
