|
301
|
EP Wealth Advisors
Torrance,
California
|
$9.69M
|
-$27.6M
|
-386,711
|
-74%
|
|
|
302
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.68M
|
-$5.61M
|
-78,607
|
-36%
|
|
|
303
|
Tobias Financial Advisors
Plantation,
Florida
|
$9.6M
|
-$1.66M
|
-23,270
|
-14%
|
|
|
304
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$9.59M
|
+$3.28M
|
+45,925
|
+50%
|
|
|
305
|
Certus Wealth Management
Redwood City,
California
|
$9.57M
|
+$981K
|
+13,736
|
+11%
|
|
|
306
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$9.53M
|
-$895K
|
-12,532
|
-8%
|
|
|
307
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$9.46M
|
-$17.9M
|
-250,580
|
-65%
|
|
|
308
|
Main Management
San Francisco,
California
|
$9.38M
|
+$48.5K
|
+680
|
+0.5%
|
|
|
309
|
Level Four Advisory Services
Dallas,
Texas
|
$9.34M
|
+$1.43M
|
+20,003
|
+18%
|
|
|
310
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$9.07M
|
+$7.45M
|
+104,404
|
+409%
|
|
|
311
|
Journey Advisory Group
Covington,
Kentucky
|
$9.04M
|
+$1.74M
|
+24,394
|
+23%
|
|
|
312
|
PDS Planning
Dublin,
Ohio
|
$8.91M
|
+$498K
|
+6,971
|
+6%
|
|
|
313
|
Continuum Advisory
Eagle,
Idaho
|
$8.9M
|
-$18.3K
|
-256
|
-0.2%
|
|
|
314
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.89M
|
-$170K
|
-2,382
|
-2%
|
|
|
315
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$8.79M
|
+$8.99M
|
+125,913
|
New
|
|
|
316
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$8.74M
|
-$1.92M
|
-26,894
|
-18%
|
|
|
317
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$8.71M
|
+$942K
|
+13,198
|
+12%
|
|
|
318
|
Wela Strategies
Atlanta,
Georgia
|
$8.5M
|
+$146K
|
+2,047
|
+2%
|
|
|
319
|
BOK Financial Private Wealth
Denver,
Colorado
|
$8.49M
|
+$885K
|
+12,391
|
+11%
|
|
|
320
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$8.43M
|
+$628K
|
+8,800
|
+8%
|
|
|
321
|
Conning Inc
Hartford,
Connecticut
|
$8.34M
|
–
|
–
|
–
|
|
|
322
|
Miller Equity Capital Advisors
Irving,
Texas
|
$8.27M
|
+$96.4K
|
+1,351
|
+1%
|
|
|
323
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$8.24M
|
+$3.83M
|
+53,707
|
+83%
|
|
|
324
|
Brown Advisory
Baltimore,
Maryland
|
$8.15M
|
+$682K
|
+9,550
|
+9%
|
|
|
325
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$8.13M
|
+$3.34M
|
+46,743
|
+67%
|
|
