|
226
|
McNaughton Wealth Management
San Diego,
California
|
$14.9M
|
+$638K
|
+8,710
|
+4%
|
|
|
227
|
Abbrea Capital
Greenbrae,
California
|
$14.8M
|
+$6.6M
|
+90,155
|
+79%
|
|
|
228
|
Karpus Investment Management
Pittsford,
New York
|
$14.7M
|
+$8.01M
|
+109,411
|
+118%
|
|
|
229
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$14.7M
|
-$379K
|
-5,175
|
-2%
|
|
|
230
|
Falcon Wealth Planning
Ontario,
California
|
$14.6M
|
+$1.5M
|
+20,460
|
+11%
|
|
|
231
|
MGO Private Wealth
Irvine,
California
|
$14.4M
|
+$1.69M
|
+23,104
|
+13%
|
|
|
232
|
Whelan Financial
Fresno,
California
|
$14.4M
|
+$299K
|
+4,081
|
+2%
|
|
|
233
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$14.4M
|
+$51K
|
+696
|
+0.4%
|
|
|
234
|
Bank of Hawaii
Honolulu,
Hawaii
|
$14.3M
|
+$240K
|
+3,274
|
+2%
|
|
|
235
|
WBH Advisory
Baltimore,
Maryland
|
$14.1M
|
+$329K
|
+4,489
|
+2%
|
|
|
236
|
Riversedge Advisors
Wilmington,
Delaware
|
$14M
|
-$5.37M
|
-73,281
|
-27%
|
|
|
237
|
Commerce Bank
Kansas City,
Missouri
|
$14M
|
-$5.24M
|
-71,521
|
-27%
|
|
|
238
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.9M
|
+$1.06M
|
+14,495
|
+8%
|
|
|
239
|
United Services Automobile Association
San Antonio,
Texas
|
$13.9M
|
-$4.08M
|
-55,643
|
-23%
|
|
|
240
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.7M
|
-$1.84M
|
-25,176
|
-12%
|
|
|
241
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.7M
|
-$1.84M
|
-25,176
|
-12%
|
|
|
242
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13.4M
|
-$230K
|
-3,145
|
-2%
|
|
|
243
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$13.3M
|
+$959K
|
+13,086
|
+8%
|
|
|
244
|
Rockefeller Capital Management
New York
|
$13.3M
|
+$3.26M
|
+44,468
|
+30%
|
|
|
245
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.3M
|
-$14.1M
|
-192,515
|
-51%
|
|
|
246
|
Pinnacle Associates
New York
|
$13.2M
|
+$1.83M
|
+24,995
|
+16%
|
|
|
247
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$13.2M
|
+$1.4M
|
+19,130
|
+12%
|
|
|
248
|
FOCUS Wealth Advisors
Houston,
Texas
|
$13.2M
|
-$134K
|
-1,835
|
-1%
|
|
|
249
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.7M
|
+$259K
|
+3,540
|
+2%
|
|
|
250
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$12.7M
|
+$3.48M
|
+47,571
|
+37%
|
|
