|
126
|
Oak Family Advisors
Chicago,
Illinois
|
$12.8M
|
-$679K
|
-13,238
|
-5%
|
|
|
127
|
Mariner
Overland Park,
Kansas
|
$12.4M
|
-$556K
|
-10,836
|
-4%
|
|
|
128
|
Truist Financial
Charlotte,
North Carolina
|
$12.3M
|
-$495K
|
-9,647
|
-4%
|
|
|
129
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$12.2M
|
+$1.09M
|
+21,282
|
+10%
|
|
|
130
|
BNP Paribas Financial Markets
Paris,
France
|
$12.2M
|
-$2.58M
|
-50,290
|
-17%
|
|
|
131
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$12.1M
|
+$11.9M
|
+232,814
|
+6,711%
|
|
|
132
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$12M
|
-$163K
|
-3,169
|
-1%
|
|
|
133
|
Gradient Capital Advisors
San Diego,
California
|
$11.9M
|
-$26.8K
|
-522
|
-0.2%
|
|
|
134
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$11.8M
|
+$152K
|
+2,960
|
+1%
|
|
|
135
|
Dan L. Duncan Foundation
Houston,
Texas
|
$11.5M
|
+$4.61M
|
+89,920
|
+67%
|
|
|
136
|
Money Design
Tokyo,
Japan
|
$11.3M
|
+$61.7K
|
+1,203
|
+0.5%
|
|
|
137
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.3M
|
+$463K
|
+9,019
|
+4%
|
|
|
138
|
Archvest Wealth Advisors
Concord,
California
|
$11.3M
|
+$361K
|
+7,037
|
+3%
|
|
|
139
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.2M
|
+$271K
|
+5,277
|
+2%
|
|
|
140
|
Dowling & Yahnke
San Diego,
California
|
$11.2M
|
+$8.81M
|
+171,873
|
+367%
|
|
|
141
|
Prospera Financial Services
Dallas,
Texas
|
$11M
|
+$6.44M
|
+125,490
|
+140%
|
|
|
142
|
Mraz Amerine & Associates
Modesto,
California
|
$11M
|
+$5.91M
|
+115,204
|
+117%
|
|
|
143
|
Wavelength Capital Management
Westport,
Connecticut
|
$10.7M
|
+$1.1M
|
+21,400
|
+11%
|
|
|
144
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$10.6M
|
+$688K
|
+13,424
|
+7%
|
|
|
145
|
McCollum Christoferson Group
Amherst,
New York
|
$10.6M
|
+$757K
|
+14,770
|
+8%
|
|
|
146
|
Hoese & Co
Glencoe,
Minnesota
|
$10.5M
|
+$174K
|
+3,390
|
+2%
|
|
|
147
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$10.5M
|
+$309K
|
+6,016
|
+3%
|
|
|
148
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$10.4M
|
+$319K
|
+6,226
|
+3%
|
|
|
149
|
SimpliFi Inc
San Diego,
California
|
$10.2M
|
+$7.3M
|
+142,386
|
+253%
|
|
|
150
|
Pasadena Private Wealth
Pasadena,
California
|
$10.2M
|
-$434K
|
-8,468
|
-4%
|
|
