|
251
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$11.9M
|
+$428K
|
+5,848
|
+4%
|
|
|
252
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.9M
|
+$681K
|
+9,301
|
+6%
|
|
|
253
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.9M
|
–
|
–
|
–
|
|
|
254
|
SJS Investment Consulting
Sylvania,
Ohio
|
$11.8M
|
+$8.97M
|
+122,567
|
+329%
|
|
|
255
|
SAM Advisors
Oakhurst,
California
|
$11.7M
|
-$1.57M
|
-21,471
|
-12%
|
|
|
256
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$11.6M
|
+$45.1K
|
+616
|
+0.4%
|
|
|
257
|
Pinnacle Associates
New York
|
$11.6M
|
+$2.97M
|
+40,586
|
+35%
|
|
|
258
|
CMG Global Holdings
Plano,
Texas
|
$11.5M
|
+$1.05M
|
+14,395
|
+10%
|
|
|
259
|
Atria Investments
Charlotte,
North Carolina
|
$11.5M
|
+$1.34M
|
+18,313
|
+13%
|
|
|
260
|
Meeder Advisory Services
Dublin,
Ohio
|
$11.5M
|
+$662K
|
+9,042
|
+6%
|
|
|
261
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$11.4M
|
-$475K
|
-6,493
|
-4%
|
|
|
262
|
First American Trust
Santa Ana,
California
|
$11.4M
|
-$293K
|
-4,000
|
-3%
|
|
|
263
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$11.4M
|
-$894K
|
-12,216
|
-7%
|
|
|
264
|
SageView Advisory Group
Newport Beach,
California
|
$11.1M
|
-$3.69M
|
-50,495
|
-25%
|
|
|
265
|
Rockefeller Capital Management
New York
|
$11M
|
+$1.32M
|
+18,079
|
+14%
|
|
|
266
|
Financial Management Professionals
Austin,
Texas
|
$11M
|
-$54.9K
|
-750
|
-0.5%
|
|
|
267
|
Gould Capital
Tacoma,
Washington
|
$10.9M
|
+$9.1M
|
+124,297
|
+547%
|
|
|
268
|
Courage Miller Partners
Norfolk,
Virginia
|
$10.8M
|
+$2.78M
|
+37,982
|
+35%
|
|
|
269
|
One Capital Management
Westlake Village,
California
|
$10.7M
|
+$10.6M
|
+144,828
|
New
|
|
|
270
|
Ballentine Partners
Waltham,
Massachusetts
|
$10.5M
|
-$865K
|
-11,819
|
-8%
|
|
|
271
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.4M
|
+$541K
|
+7,390
|
+6%
|
|
|
272
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$10.3M
|
+$781K
|
+10,669
|
+8%
|
|
|
273
|
Magnolia Wealth Management
Dothan,
Alabama
|
$10.3M
|
-$709K
|
-9,685
|
-7%
|
|
|
274
|
BTS Asset Management
Lincoln,
Massachusetts
|
$10M
|
+$6.79M
|
+92,808
|
+216%
|
|
|
275
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$10M
|
-$38.3K
|
-524
|
-0.4%
|
|
