|
126
|
Axiom Financial Strategies
New Albany,
Indiana
|
$16M
|
+$210K
|
+3,605
|
+1%
|
|
|
127
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$16M
|
+$1.6M
|
+27,497
|
+12%
|
|
|
128
|
Family CFO
Los Altos,
California
|
$15.9M
|
-$150K
|
-2,572
|
-1%
|
|
|
129
|
Aperture Investors
New York
|
$15.9M
|
+$7.59M
|
+130,431
|
+98%
|
|
|
130
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$15.8M
|
+$26K
|
+446
|
+0.2%
|
|
|
131
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15.7M
|
-$56.8K
|
-976
|
-0.4%
|
|
|
132
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$15.5M
|
–
|
–
|
–
|
|
|
133
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$15.4M
|
+$1.61M
|
+27,701
|
+12%
|
|
|
134
|
David Kennon
Sarasota,
Florida
|
$15.2M
|
+$102K
|
+1,746
|
+0.7%
|
|
|
135
|
Mercer Global Advisors
Denver,
Colorado
|
$14.5M
|
-$132K
|
-2,276
|
-1%
|
|
|
136
|
Keating Wealth Management
Denver,
Colorado
|
$14.4M
|
+$1.12M
|
+19,287
|
+9%
|
|
|
137
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$14.4M
|
+$555K
|
+9,542
|
+4%
|
|
|
138
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.4M
|
+$1.87M
|
+32,193
|
+16%
|
|
|
139
|
Fiduciary Trust
Boston,
Massachusetts
|
$14.3M
|
+$10.1M
|
+173,250
|
+273%
|
|
|
140
|
Bank of Hawaii
Honolulu,
Hawaii
|
$14.2M
|
–
|
–
|
–
|
|
|
141
|
9258 Wealth Management
Blue Ash,
Ohio
|
$13.9M
|
+$337K
|
+5,784
|
+3%
|
|
|
142
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.8M
|
-$547K
|
-9,399
|
-4%
|
|
|
143
|
Professional Financial Advisors
North Platte,
Nebraska
|
$13.7M
|
+$3.59M
|
+61,664
|
+37%
|
|
|
144
|
Allworth Financial
Folsom,
California
|
$13.4M
|
+$277K
|
+4,767
|
+2%
|
|
|
145
|
Breakwater Investment Management
Seattle,
Washington
|
$13.2M
|
+$12.7M
|
+218,837
|
New
|
|
|
146
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$13M
|
+$278K
|
+4,784
|
+2%
|
|
|
147
|
Tenon Financial
Metuchen,
New Jersey
|
$12.8M
|
+$12.4M
|
+212,772
|
New
|
|
|
148
|
Joseph Group Capital Management
Columbus,
Ohio
|
$12.6M
|
+$462K
|
+7,934
|
+4%
|
|
|
149
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.3M
|
-$4.67M
|
-80,158
|
-28%
|
|
|
150
|
Gibson Wealth Advisors
Tyler,
Texas
|
$12.1M
|
+$11.6M
|
+200,110
|
New
|
|
