|
201
|
Williams Financial
North Bennington,
Vermont
|
$3.75M
|
-$4.31M
|
-101,161
|
-51%
|
|
|
202
|
Angeles Investment Advisors
Santa Monica,
California
|
$3.71M
|
+$559K
|
+13,110
|
+24%
|
|
|
203
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$3.71M
|
-$832K
|
-19,528
|
-17%
|
|
|
204
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.69M
|
-$910K
|
-21,345
|
-18%
|
|
|
205
|
Maryland Capital Advisors
Chester,
Maryland
|
$3.65M
|
+$162K
|
+3,800
|
+4%
|
|
|
206
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.59M
|
+$956K
|
+22,418
|
+32%
|
|
|
207
|
Clearview Wealth Advisors
Salem,
Oregon
|
$3.53M
|
-$551K
|
-12,936
|
-12%
|
|
|
208
|
North Star Investment Management
Chicago,
Illinois
|
$3.52M
|
+$228K
|
+5,355
|
+6%
|
|
|
209
|
First American Trust
Santa Ana,
California
|
$3.5M
|
-$132K
|
-3,086
|
-3%
|
|
|
210
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.49M
|
+$1.67M
|
+39,096
|
+76%
|
|
|
211
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.49M
|
+$416K
|
+9,767
|
+12%
|
|
|
212
|
Zhang Financial
Portage,
Michigan
|
$3.48M
|
+$81.8K
|
+1,918
|
+2%
|
|
|
213
|
Washington Trust Bank
Spokane,
Washington
|
$3.46M
|
+$2.07M
|
+48,471
|
+117%
|
|
|
214
|
Rockefeller Capital Management
New York
|
$3.46M
|
-$1.41M
|
-33,052
|
-27%
|
|
|
215
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.45M
|
+$1.36M
|
+31,853
|
+55%
|
|
|
216
|
NWAM LLC
Mercer Island,
Washington
|
$3.43M
|
-$1.04M
|
-24,394
|
-21%
|
|
|
217
|
Provence Wealth Management Group
Irvine,
California
|
$3.39M
|
-$345K
|
-8,098
|
-8%
|
|
|
218
|
180 Wealth Advisors
Federal Way,
Washington
|
$3.37M
|
+$48.2K
|
+1,130
|
+1%
|
|
|
219
|
Mutual Advisors
Omaha,
Nebraska
|
$3.35M
|
+$1.13M
|
+26,407
|
+44%
|
|
|
220
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.34M
|
-$865K
|
-20,284
|
-19%
|
|
|
221
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$3.33M
|
-$87.9K
|
-2,063
|
-2%
|
|
|
222
|
CSM Advisors
Warrendale,
Pennsylvania
|
$3.32M
|
+$3.66M
|
+85,943
|
New
|
|
|
223
|
World Equity Group
Schaumburg,
Illinois
|
$3.31M
|
+$375K
|
+8,788
|
+11%
|
|
|
224
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$3.28M
|
+$3.4M
|
+79,829
|
New
|
|
|
225
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.26M
|
+$443K
|
+10,396
|
+14%
|
|
