|
151
|
Total Wealth Planning
Cincinnati,
Ohio
|
$40.3M
|
-$1.11M
|
-23,400
|
-3%
|
|
|
152
|
One Capital Management
Westlake Village,
California
|
$40.1M
|
+$618K
|
+13,092
|
+2%
|
|
|
153
|
Strata Wealth Advisors
Dallas,
Texas
|
$38.5M
|
+$40.1M
|
+849,246
|
New
|
|
|
154
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$38.5M
|
+$1.94M
|
+41,028
|
+5%
|
|
|
155
|
Grimes & Company
Westborough,
Massachusetts
|
$37.9M
|
+$343K
|
+7,260
|
+0.9%
|
|
|
156
|
Checchi Capital Advisers
Beverly Hills,
California
|
$37.3M
|
+$3.28M
|
+69,372
|
+9%
|
|
|
157
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$37M
|
–
|
–
|
–
|
|
|
158
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$36.9M
|
-$17.6K
|
-372
|
-0%
|
|
|
159
|
Venture Visionary Partners
Sylvania,
Ohio
|
$36.6M
|
+$1.41M
|
+29,766
|
+4%
|
|
|
160
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$36.3M
|
+$1.99M
|
+42,132
|
+6%
|
|
|
161
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.2M
|
+$1.27M
|
+26,994
|
+4%
|
|
|
162
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$36M
|
+$2.59M
|
+54,792
|
+7%
|
|
|
163
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$35.9M
|
+$7.16M
|
+151,596
|
+24%
|
|
|
164
|
Falcon Wealth Planning
Ontario,
California
|
$35.8M
|
+$290K
|
+6,150
|
+0.8%
|
|
|
165
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$35.6M
|
–
|
–
|
–
|
|
|
166
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$35.5M
|
-$790K
|
-16,728
|
-2%
|
|
|
167
|
Condor Capital Management
Martinsville,
New Jersey
|
$35.2M
|
+$302K
|
+6,384
|
+0.8%
|
|
|
168
|
TL Private Wealth
Southlake,
Texas
|
$35.1M
|
-$3.72M
|
-78,660
|
-9%
|
|
|
169
|
Comerica Bank
Dallas,
Texas
|
$35M
|
+$36.4M
|
+771,204
|
New
|
|
|
170
|
Trek Financial
Scottsdale,
Arizona
|
$35M
|
+$2.02M
|
+42,774
|
+6%
|
|
|
171
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$34.2M
|
-$599K
|
-12,678
|
-2%
|
|
|
172
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$33.7M
|
+$954K
|
+20,196
|
+3%
|
|
|
173
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$33.6M
|
+$184K
|
+3,894
|
+0.5%
|
|
|
174
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$33.4M
|
+$20.7K
|
+438
|
+0.1%
|
|
|
175
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$33.2M
|
+$9.3M
|
+196,836
|
+37%
|
|
