|
151
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$28.1M
|
+$4.77M
|
+56,916
|
+21%
|
|
|
152
|
Harbour Investments
Madison,
Wisconsin
|
$28M
|
+$1.09M
|
+12,972
|
+4%
|
|
|
153
|
Capital Investment Management
Lees Summit,
Missouri
|
$28M
|
-$670
|
-8
|
-0%
|
|
|
154
|
Nuveen
Charlotte,
North Carolina
|
$27.6M
|
+$27M
|
+322,337
|
New
|
|
|
155
|
FIDELIS iM
Medford,
Oregon
|
$27.4M
|
+$2.68M
|
+31,982
|
+11%
|
|
|
156
|
Geneos Wealth Management
Englewood,
Colorado
|
$27.3M
|
+$17.4M
|
+207,596
|
+186%
|
|
|
157
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$26.9M
|
–
|
–
|
–
|
|
|
158
|
Arbor Wealth Advisors
Troy,
Michigan
|
$26.8M
|
+$125K
|
+1,496
|
+0.5%
|
|
|
159
|
Cairn Investment Group
Vancouver,
Washington
|
$26.6M
|
+$327K
|
+3,910
|
+1%
|
|
|
160
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$26.5M
|
-$172K
|
-2,053
|
-0.7%
|
|
|
161
|
Resolute Capital
Greenville,
South Carolina
|
$26.5M
|
+$13.2M
|
+158,133
|
+104%
|
|
|
162
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$26.1M
|
-$7.43M
|
-88,710
|
-22%
|
|
|
163
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$25.7M
|
+$13.1M
|
+156,287
|
+108%
|
|
|
164
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$25.7M
|
-$461K
|
-5,510
|
-2%
|
|
|
165
|
Gotham Asset Management
New York
|
$25.5M
|
+$2.55M
|
+30,469
|
+11%
|
|
|
166
|
Estate Counselors
Thiensville,
Wisconsin
|
$25.3M
|
-$18.8M
|
-225,068
|
-43%
|
|
|
167
|
SVRN Asset Management
Austin,
Texas
|
$25M
|
+$13.1M
|
+156,386
|
+115%
|
|
|
168
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24.9M
|
+$1.66M
|
+19,804
|
+7%
|
|
|
169
|
Choate Investment Advisors
Boston,
Massachusetts
|
$24.5M
|
–
|
–
|
–
|
|
|
170
|
Navalign LLC
Encino,
California
|
$24.4M
|
+$23.9M
|
+285,185
|
New
|
|
|
171
|
Seneca Financial Advisors
Rochester,
New York
|
$24.3M
|
-$656K
|
-7,828
|
-3%
|
|
|
172
|
XP Advisory US
Miami,
Florida
|
$23.9M
|
+$23.5M
|
+280,137
|
New
|
|
|
173
|
Clarity Wealth Advisors
San Jose,
California
|
$23.3M
|
+$1.18M
|
+14,095
|
+5%
|
|
|
174
|
Family CFO
Los Altos,
California
|
$23.2M
|
-$59.5K
|
-711
|
-0.3%
|
|
|
175
|
Clune & Associates
Chicago,
Illinois
|
$22.5M
|
+$4.49M
|
+53,661
|
+26%
|
|
