|
176
|
XY Planning Network
Bozeman,
Montana
|
$1.84M
|
+$1.89M
|
+59,726
|
New
|
|
|
177
|
Daner Wealth Management
Alpharetta,
Georgia
|
$1.84M
|
+$1.81M
|
+57,249
|
New
|
|
|
178
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.84M
|
+$616K
|
+19,449
|
+48%
|
|
|
179
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.83M
|
-$130K
|
-4,101
|
-6%
|
|
|
180
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.79M
|
-$43K
|
-1,359
|
-2%
|
|
|
181
|
SageView Advisory Group
Newport Beach,
California
|
$1.77M
|
-$16.6K
|
-524
|
-0.9%
|
|
|
182
|
Evensky & Katz
Coral Gables,
Florida
|
$1.75M
|
-$558K
|
-17,630
|
-24%
|
|
|
183
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$1.72M
|
+$1.77M
|
+56,022
|
New
|
|
|
184
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.72M
|
+$697
|
+22
|
+0%
|
|
|
185
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$1.72M
|
+$1.77M
|
+55,854
|
New
|
|
|
186
|
Sandy Spring Bank
Olney,
Maryland
|
$1.71M
|
+$169K
|
+5,325
|
+11%
|
|
|
187
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.59M
|
+$2.09K
|
+66
|
+0.1%
|
|
|
188
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.58M
|
-$2.41K
|
-76
|
-0.1%
|
|
|
189
|
Alpha Advisors
Richmond,
Virginia
|
$1.53M
|
+$1.58M
|
+49,803
|
New
|
|
|
190
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.53M
|
+$341K
|
+10,785
|
+28%
|
|
|
191
|
Forum Financial Management
Lombard,
Illinois
|
$1.52M
|
+$1.56M
|
+49,290
|
New
|
|
|
192
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.51M
|
+$88.9K
|
+2,808
|
+6%
|
|
|
193
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.5M
|
+$1.33M
|
+41,904
|
+627%
|
|
|
194
|
Client 1st Advisory Group
Dunedin,
Florida
|
$1.46M
|
+$1.5M
|
+47,466
|
New
|
|
|
195
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.45M
|
-$509K
|
-16,076
|
-25%
|
|
|
196
|
Schubert & Co
Mckinney,
Texas
|
$1.41M
|
+$22K
|
+695
|
+2%
|
|
|
197
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.41M
|
–
|
–
|
–
|
|
|
198
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.33M
|
-$55.2K
|
-1,744
|
-4%
|
|
|
199
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$1.32M
|
+$1.36M
|
+43,020
|
New
|
|
|
200
|
Rockefeller Capital Management
New York
|
$1.32M
|
+$1.35M
|
+42,758
|
New
|
|
