|
301
|
Resource Planning Group
Atlanta,
Georgia
|
$13.1M
|
-$4.84M
|
-47,886
|
-26%
|
|
|
302
|
Rockefeller Capital Management
New York
|
$12.9M
|
-$5.84M
|
-57,738
|
-30%
|
|
|
303
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.9M
|
+$523K
|
+5,170
|
+4%
|
|
|
304
|
First American Trust
Santa Ana,
California
|
$12.9M
|
-$1.18M
|
-11,693
|
-8%
|
|
|
305
|
Trustees of the Smith College
Northampton,
Massachusetts
|
$12.7M
|
-$29.4M
|
-290,349
|
-69%
|
|
|
306
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$12.7M
|
-$221K
|
-2,189
|
-2%
|
|
|
307
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$12.6M
|
-$399K
|
-3,941
|
-3%
|
|
|
308
|
Canton Hathaway
Providence,
Rhode Island
|
$12.6M
|
–
|
–
|
–
|
|
|
309
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.6M
|
+$89.4K
|
+884
|
+0.7%
|
|
|
310
|
Abound Wealth Management
Franklin,
Tennessee
|
$12.6M
|
+$709K
|
+7,008
|
+6%
|
|
|
311
|
F3Logic
Burnsville,
Minnesota
|
$12.5M
|
-$1.06M
|
-10,526
|
-7%
|
|
|
312
|
Presidio Capital Management
San Diego,
California
|
$12.4M
|
+$579K
|
+5,721
|
+5%
|
|
|
313
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$12.3M
|
+$73.7K
|
+729
|
+0.6%
|
|
|
314
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$12.3M
|
-$513K
|
-5,077
|
-4%
|
|
|
315
|
Keel Point
Huntsville,
Alabama
|
$12.2M
|
-$47K
|
-465
|
-0.4%
|
|
|
316
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$12.2M
|
-$371K
|
-3,664
|
-3%
|
|
|
317
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$12.2M
|
-$255K
|
-2,520
|
-2%
|
|
|
318
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$12.2M
|
–
|
–
|
–
|
|
|
319
|
Grimes & Company
Westborough,
Massachusetts
|
$12.2M
|
+$73.6K
|
+728
|
+0.6%
|
|
|
320
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$12.1M
|
-$1.83M
|
-18,097
|
-13%
|
|
|
321
|
FC Advisory
West Chester,
Pennsylvania
|
$12.1M
|
-$677K
|
-6,696
|
-5%
|
|
|
322
|
Ancora Advisors
Cleveland,
Ohio
|
$12M
|
+$180K
|
+1,782
|
+1%
|
|
|
323
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$12M
|
+$607
|
+6
|
+0%
|
|
|
324
|
GM Advisory Group
Melville,
New York
|
$11.9M
|
-$981K
|
-9,704
|
-7%
|
|
|
325
|
Bowman & Company
Oshkosh,
Wisconsin
|
$11.8M
|
+$1.33M
|
+13,161
|
+12%
|
|
