|
201
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$22.7M
|
+$21.3M
|
+297,483
|
+1,633%
|
|
|
202
|
Gotham Asset Management
New York
|
$22.7M
|
–
|
–
|
–
|
|
|
203
|
Zhang Financial
Portage,
Michigan
|
$22.6M
|
+$1.41M
|
+19,704
|
+7%
|
|
|
204
|
Focused Wealth Management
Newburgh,
New York
|
$22.5M
|
+$1.12M
|
+15,605
|
+5%
|
|
|
205
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$22.4M
|
+$96.4K
|
+1,346
|
+0.4%
|
|
|
206
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.4M
|
-$1.64M
|
-22,879
|
-7%
|
|
|
207
|
Fifth Third Securities
Cincinnati,
Ohio
|
$22.2M
|
+$1.39M
|
+19,357
|
+7%
|
|
|
208
|
The Family Firm
Bethesda,
Maryland
|
$22.2M
|
+$23.3M
|
+324,738
|
+110%
|
|
|
209
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$22M
|
+$859K
|
+11,997
|
+4%
|
|
|
210
|
Wealthspire Advisors (New York)
New York
|
$21.9M
|
-$1.23M
|
-17,181
|
-5%
|
|
|
211
|
Axxcess Wealth Management
Carlsbad,
California
|
$21.7M
|
+$344K
|
+4,802
|
+2%
|
|
|
212
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$21.6M
|
+$964K
|
+13,463
|
+5%
|
|
|
213
|
Litman Gregory Wealth Management
Larkspur,
California
|
$21.6M
|
+$235K
|
+3,283
|
+1%
|
|
|
214
|
Cahill Financial Advisors
Edina,
Minnesota
|
$21.5M
|
+$430K
|
+6,000
|
+2%
|
|
|
215
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.5M
|
-$21M
|
-293,877
|
-50%
|
|
|
216
|
FDx Advisors
Chicago,
Illinois
|
$21.4M
|
-$635K
|
-8,871
|
-3%
|
|
|
217
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$21.3M
|
–
|
–
|
–
|
|
|
218
|
Cobblestone Asset Management
Richmond,
Virginia
|
$20.9M
|
-$1.58M
|
-22,055
|
-7%
|
|
|
219
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20.9M
|
-$1.55M
|
-21,661
|
-7%
|
|
|
220
|
Eaton-Cambridge
Phoenix,
Arizona
|
$20.7M
|
+$1.15M
|
+16,103
|
+6%
|
|
|
221
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$20.7M
|
+$755K
|
+10,541
|
+4%
|
|
|
222
|
Natixis Advisors
Boston,
Massachusetts
|
$20.5M
|
+$7.86M
|
+109,810
|
+63%
|
|
|
223
|
Avantax Advisory Services
Dallas,
Texas
|
$20.4M
|
+$2.24M
|
+31,242
|
+12%
|
|
|
224
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$20.3M
|
+$19K
|
+265
|
+0.1%
|
|
|
225
|
Index Fund Advisors
Irvine,
California
|
$20.3M
|
+$268K
|
+3,740
|
+1%
|
|
