|
151
|
Prosperity Planning
Kansas City,
Missouri
|
$8.28M
|
–
|
–
|
–
|
|
|
152
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8.2M
|
-$647K
|
-13,571
|
-7%
|
|
|
153
|
Tilson Financial Group
New Providence,
New Jersey
|
$8.2M
|
+$8.37M
|
+175,578
|
New
|
|
|
154
|
LPWM LLC
Minneapolis,
Minnesota
|
$8.14M
|
+$466K
|
+9,780
|
+6%
|
|
|
155
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.12M
|
+$5M
|
+104,969
|
+153%
|
|
|
156
|
Bank of Stockton
Stockton,
California
|
$8.04M
|
-$6.53M
|
-137,115
|
-44%
|
|
|
157
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$8.04M
|
+$614K
|
+12,876
|
+8%
|
|
|
158
|
Atria Investments
Charlotte,
North Carolina
|
$7.91M
|
-$3.28M
|
-68,933
|
-29%
|
|
|
159
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$7.87M
|
+$312K
|
+6,543
|
+4%
|
|
|
160
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.76M
|
-$535K
|
-11,225
|
-6%
|
|
|
161
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.75M
|
+$2.12M
|
+44,511
|
+37%
|
|
|
162
|
Mraz Amerine & Associates
Modesto,
California
|
$7.66M
|
-$3.44M
|
-72,278
|
-31%
|
|
|
163
|
Minot Capital
Broomfield,
Colorado
|
$7.59M
|
–
|
–
|
–
|
|
|
164
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$7.56M
|
+$717K
|
+15,043
|
+10%
|
|
|
165
|
Gould Asset Management
Claremont,
California
|
$7.52M
|
-$1.19M
|
-25,036
|
-13%
|
|
|
166
|
CPR Investments
Rochester,
Michigan
|
$7.19M
|
-$674K
|
-14,151
|
-8%
|
|
|
167
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$7.19M
|
+$7.33M
|
+153,857
|
New
|
|
|
168
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.15M
|
+$587K
|
+12,320
|
+9%
|
|
|
169
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7.13M
|
-$2.52M
|
-52,870
|
-26%
|
|
|
170
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$7.13M
|
-$25.4K
|
-533
|
-0.3%
|
|
|
171
|
SageView Advisory Group
Newport Beach,
California
|
$7.06M
|
+$7.2M
|
+151,175
|
New
|
|
|
172
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.02M
|
+$5.45M
|
+114,352
|
+318%
|
|
|
173
|
Huntington National Bank
Columbus,
Ohio
|
$7.01M
|
–
|
–
|
–
|
|
|
174
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$7.01M
|
-$77.6K
|
-1,629
|
-1%
|
|
|
175
|
American Trust
Lexington,
Kentucky
|
$7M
|
+$2.38M
|
+49,853
|
+50%
|
|
