|
126
|
Clearstead Advisors
Cleveland,
Ohio
|
$29M
|
+$7.1M
|
+47,225
|
+32%
|
|
|
127
|
RetireMitten Financial
Milford,
Michigan
|
$28.3M
|
+$28.7M
|
+191,212
|
New
|
|
|
128
|
Pacific Capital Wealth Advisors
Corona,
California
|
$28.1M
|
-$240K
|
-1,598
|
-0.8%
|
|
|
129
|
Investment Advisory Group
Hanover,
Massachusetts
|
$27.8M
|
+$281K
|
+1,867
|
+1%
|
|
|
130
|
William Blair & Company
Chicago,
Illinois
|
$27.4M
|
+$3.52M
|
+23,400
|
+15%
|
|
|
131
|
|
$27.3M
|
+$322K
|
+2,144
|
+1%
|
|
|
132
|
Holt Capital Partners
Fort Worth,
Texas
|
$27M
|
-$213K
|
-1,415
|
-0.8%
|
|
|
133
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$26.8M
|
+$982K
|
+6,534
|
+4%
|
|
|
134
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$26.8M
|
+$8.72K
|
+58
|
+0%
|
|
|
135
|
Steele Capital Management
Dubuque,
Iowa
|
$26.7M
|
+$6.57M
|
+43,696
|
+32%
|
|
|
136
|
Buska Wealth Management
Wausau,
Wisconsin
|
$26.5M
|
-$2.79M
|
-18,532
|
-9%
|
|
|
137
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$26.4M
|
+$1.12M
|
+7,456
|
+4%
|
|
|
138
|
Beacon Financial Group
Dallas,
Texas
|
$26M
|
-$3.89M
|
-25,878
|
-13%
|
|
|
139
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$26M
|
+$275K
|
+1,827
|
+1%
|
|
|
140
|
Avion Wealth
The Woodlands,
Texas
|
$25.9M
|
+$461K
|
+3,065
|
+2%
|
|
|
141
|
Essex Financial Services
Essex,
Connecticut
|
$25.4M
|
+$148K
|
+987
|
+0.6%
|
|
|
142
|
IFP Advisors
Tampa,
Florida
|
$25.1M
|
-$621K
|
-4,128
|
-2%
|
|
|
143
|
Farther Finance Advisors
San Francisco,
California
|
$24.7M
|
+$19.2M
|
+127,724
|
+324%
|
|
|
144
|
Northern Trust
Chicago,
Illinois
|
$24.6M
|
+$475K
|
+3,162
|
+2%
|
|
|
145
|
Oak Harvest Investment Services
Houston,
Texas
|
$24.6M
|
-$2.54M
|
-16,878
|
-9%
|
|
|
146
|
Allen Investment Management
New York
|
$24.3M
|
+$9.38M
|
+62,412
|
+61%
|
|
|
147
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$24.3M
|
-$70.7K
|
-470
|
-0.3%
|
|
|
148
|
Annandale Capital
Dallas,
Texas
|
$24.3M
|
-$681K
|
-4,530
|
-3%
|
|
|
149
|
Concurrent Investment Advisors
Tampa,
Florida
|
$24.2M
|
-$2.58M
|
-17,165
|
-9%
|
|
|
150
|
Montis Financial
Waltham,
Massachusetts
|
$24.1M
|
-$1.23M
|
-8,207
|
-5%
|
|
