|
201
|
Executive Wealth Management
Brighton,
Michigan
|
$17.6M
|
+$888K
|
+12,138
|
+5%
|
|
|
202
|
TD Capital Management
Memphis,
Tennessee
|
$17.5M
|
-$174K
|
-2,372
|
-1%
|
|
|
203
|
D.A. Davidson & Co
Great Falls,
Montana
|
$17.1M
|
+$4.33M
|
+59,190
|
+34%
|
|
|
204
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$17.1M
|
+$370K
|
+5,062
|
+2%
|
|
|
205
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$17M
|
+$16M
|
+218,095
|
+1,800%
|
|
|
206
|
Trellis Advisors
Ellensburg,
Washington
|
$17M
|
+$433K
|
+5,917
|
+3%
|
|
|
207
|
Lido Advisors
Los Angeles,
California
|
$16.5M
|
+$6.93M
|
+94,732
|
+74%
|
|
|
208
|
Barclays
London,
United Kingdom
|
$16.3M
|
-$1.9M
|
-25,959
|
-11%
|
|
|
209
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$16.3M
|
+$877K
|
+11,991
|
+6%
|
|
|
210
|
Financial Advocates Investment Management
Olympia,
Washington
|
$16M
|
+$2.67M
|
+36,424
|
+20%
|
|
|
211
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$15.8M
|
+$6.86M
|
+93,815
|
+78%
|
|
|
212
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.8M
|
+$11.2M
|
+153,053
|
+253%
|
|
|
213
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$15.7M
|
+$360K
|
+4,919
|
+2%
|
|
|
214
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$15.3M
|
+$3.91M
|
+53,399
|
+35%
|
|
|
215
|
FDx Advisors
Chicago,
Illinois
|
$15.2M
|
–
|
–
|
–
|
|
|
216
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$14.9M
|
+$562K
|
+7,686
|
+4%
|
|
|
217
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$14.9M
|
+$1.53M
|
+20,900
|
+12%
|
|
|
218
|
HFG Wealth Management
The Woodlands,
Texas
|
$14.8M
|
+$14.7M
|
+200,957
|
New
|
|
|
219
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$14.7M
|
+$10.8M
|
+147,156
|
+281%
|
|
|
220
|
Avantax Advisory Services
Dallas,
Texas
|
$14.6M
|
-$434K
|
-5,932
|
-3%
|
|
|
221
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$14.6M
|
+$1.39M
|
+18,945
|
+11%
|
|
|
222
|
McNaughton Wealth Management
San Diego,
California
|
$14.4M
|
-$186K
|
-2,539
|
-1%
|
|
|
223
|
Hernani LP
St. Helier,
Jersey
|
$14.4M
|
-$962K
|
-13,150
|
-6%
|
|
|
224
|
DFPG Investments
Sandy,
Utah
|
$14.4M
|
+$1.35M
|
+18,425
|
+10%
|
|
|
225
|
Whelan Financial
Fresno,
California
|
$14.3M
|
+$433K
|
+5,923
|
+3%
|
|
