|
251
|
Rebalance
Palo Alto,
California
|
$12.7M
|
+$6.61M
|
+90,200
|
+107%
|
|
|
252
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.6M
|
+$9.38K
|
+128
|
+0.1%
|
|
|
253
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$12.5M
|
+$1.05M
|
+14,383
|
+9%
|
|
|
254
|
Kestra Advisory Services
Austin,
Texas
|
$12.5M
|
-$141K
|
-1,921
|
-1%
|
|
|
255
|
Litman Gregory Wealth Management
Larkspur,
California
|
$12.4M
|
+$12.5M
|
+171,017
|
New
|
|
|
256
|
Cambria Investment Management
Manhattan Beach,
California
|
$12.2M
|
-$292K
|
-3,990
|
-2%
|
|
|
257
|
One Capital Management
Westlake Village,
California
|
$12.2M
|
+$1.64M
|
+22,449
|
+16%
|
|
|
258
|
Leavell Investment Management
Mobile,
Alabama
|
$12.1M
|
+$13.4K
|
+183
|
+0.1%
|
|
|
259
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$12.1M
|
-$114K
|
-1,551
|
-0.9%
|
|
|
260
|
SJS Investment Consulting
Sylvania,
Ohio
|
$12.1M
|
+$488K
|
+6,662
|
+4%
|
|
|
261
|
Hills Bank & Trust
North Liberty,
Iowa
|
$12.1M
|
+$3.77M
|
+51,502
|
+45%
|
|
|
262
|
Financial Management Professionals
Austin,
Texas
|
$12M
|
+$1.19M
|
+16,306
|
+11%
|
|
|
263
|
|
$12M
|
-$116K
|
-1,578
|
-0.9%
|
|
|
264
|
Natixis Advisors
Boston,
Massachusetts
|
$11.9M
|
+$158K
|
+2,162
|
+1%
|
|
|
265
|
Meeder Advisory Services
Dublin,
Ohio
|
$11.9M
|
+$620K
|
+8,469
|
+5%
|
|
|
266
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$11.9M
|
+$72.2K
|
+986
|
+0.6%
|
|
|
267
|
NWAM LLC
Mercer Island,
Washington
|
$11.8M
|
+$5.83M
|
+79,588
|
+96%
|
|
|
268
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.7M
|
–
|
–
|
–
|
|
|
269
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.7M
|
-$108K
|
-1,471
|
-0.9%
|
|
|
270
|
CMG Global Holdings
Plano,
Texas
|
$11.6M
|
+$229K
|
+3,127
|
+2%
|
|
|
271
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$11.5M
|
+$281K
|
+3,836
|
+2%
|
|
|
272
|
TD Private Client Wealth
New York
|
$11.2M
|
-$826K
|
-11,270
|
-7%
|
|
|
273
|
First American Trust
Santa Ana,
California
|
$11.2M
|
-$35.2K
|
-481
|
-0.3%
|
|
|
274
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.1M
|
+$869K
|
+11,867
|
+8%
|
|
|
275
|
IMA Advisory Services
Denver,
Colorado
|
$11.1M
|
+$11.2M
|
+152,311
|
New
|
|
