|
201
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$23.8M
|
-$11.6M
|
-114,325
|
-32%
|
|
|
202
|
CoreCap Advisors
Southfield,
Michigan
|
$23.8M
|
+$13.6M
|
+134,563
|
+119%
|
|
|
203
|
Financial Engines Advisors
Santa Clara,
California
|
$23.3M
|
+$489K
|
+4,840
|
+2%
|
|
|
204
|
Park Avenue Securities
New York
|
$23M
|
-$171K
|
-1,687
|
-0.7%
|
|
|
205
|
Valmark Advisers
Akron,
Ohio
|
$22.9M
|
+$375K
|
+3,709
|
+2%
|
|
|
206
|
Rock Creek Group
Washington,
District of Columbia
|
$22.8M
|
–
|
–
|
–
|
|
|
207
|
William Blair & Company
Chicago,
Illinois
|
$22.3M
|
-$950K
|
-9,394
|
-4%
|
|
|
208
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$22M
|
-$3.38M
|
-33,387
|
-13%
|
|
|
209
|
Equitable Holdings
New York
|
$21.7M
|
+$2M
|
+19,763
|
+10%
|
|
|
210
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$21.7M
|
+$59.9K
|
+592
|
+0.3%
|
|
|
211
|
Wealthspire Advisors (New York)
New York
|
$21.7M
|
+$3.34M
|
+33,070
|
+17%
|
|
|
212
|
Horizon Investments
Charlotte,
North Carolina
|
$21.7M
|
-$22.1M
|
-218,309
|
-49%
|
|
|
213
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$21.6M
|
+$2.71M
|
+26,830
|
+14%
|
|
|
214
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$21.3M
|
-$1.41M
|
-13,917
|
-6%
|
|
|
215
|
Valley Financial Management
New York
|
$21.3M
|
+$22.4M
|
+221,186
|
New
|
|
|
216
|
Boyd Wealth Management
Sacramento,
California
|
$21.1M
|
+$2.36M
|
+23,370
|
+12%
|
|
|
217
|
Fort Point Capital Partners
San Francisco,
California
|
$21.1M
|
+$4.23M
|
+41,875
|
+24%
|
|
|
218
|
Integrated Advisors Network
Dallas,
Texas
|
$21.1M
|
+$3.79M
|
+37,476
|
+21%
|
|
|
219
|
Miracle Mile Advisors
Los Angeles,
California
|
$21M
|
-$1.69M
|
-16,742
|
-7%
|
|
|
220
|
Estate Counselors
Thiensville,
Wisconsin
|
$20.9M
|
+$22M
|
+217,210
|
New
|
|
|
221
|
|
$20.8M
|
-$1.69M
|
-16,749
|
-7%
|
|
|
222
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$20.7M
|
+$1.27M
|
+12,558
|
+6%
|
|
|
223
|
Protective Life
Birmingham,
Alabama
|
$20.7M
|
–
|
–
|
–
|
|
|
224
|
Lutz Financial Services
Omaha,
Nebraska
|
$20.4M
|
-$8.49M
|
-83,944
|
-28%
|
|
|
225
|
Matrix Trust Company
Denver,
Colorado
|
$20.2M
|
-$393K
|
-3,890
|
-2%
|
|
