|
301
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$11.8M
|
+$510K
|
+7,886
|
+5%
|
|
|
302
|
LPWM LLC
Minneapolis,
Minnesota
|
$11.7M
|
-$829K
|
-12,817
|
-7%
|
|
|
303
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$11.6M
|
-$136K
|
-2,096
|
-1%
|
|
|
304
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$11.5M
|
+$288K
|
+4,456
|
+3%
|
|
|
305
|
CX Institutional
Auburn,
Indiana
|
$11.5M
|
+$2.04M
|
+31,589
|
+24%
|
|
|
306
|
Sage Rhino Capital
Menlo Park,
California
|
$11.4M
|
+$141K
|
+2,187
|
+1%
|
|
|
307
|
|
$11.3M
|
-$203K
|
-3,143
|
-2%
|
|
|
308
|
Condor Capital Management
Martinsville,
New Jersey
|
$11.3M
|
+$1.22M
|
+18,927
|
+13%
|
|
|
309
|
Alera Investment Advisors
Deerfield,
Illinois
|
$11M
|
-$169K
|
-2,616
|
-2%
|
|
|
310
|
Old National Bancorp
Evansville,
Indiana
|
$11M
|
-$52.7K
|
-815
|
-0.5%
|
|
|
311
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$10.9M
|
+$5.02M
|
+77,565
|
+97%
|
|
|
312
|
Facet Wealth Inc
Baltimore,
Maryland
|
$10.9M
|
+$10.2M
|
+157,285
|
New
|
|
|
313
|
Encompass Wealth Advisors
Portland,
Oregon
|
$10.6M
|
+$9.92M
|
+153,429
|
New
|
|
|
314
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$10.6M
|
+$131K
|
+2,033
|
+1%
|
|
|
315
|
VCU Investment Management
Richmond,
Virginia
|
$10.6M
|
–
|
–
|
–
|
|
|
316
|
MBL Wealth
Charlotte,
North Carolina
|
$10.5M
|
+$9.79M
|
+151,435
|
New
|
|
|
317
|
New England Asset Management
Farmington,
Connecticut
|
$10.3M
|
–
|
–
|
–
|
|
|
318
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10.3M
|
+$3.16M
|
+48,885
|
+49%
|
|
|
319
|
Intelligence Driven Advisers
Carlsbad,
California
|
$10.2M
|
-$9.62M
|
-148,694
|
-50%
|
|
|
320
|
Ford Financial Group
Fresno,
California
|
$10.1M
|
+$3.37M
|
+52,175
|
+55%
|
|
|
321
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$10.1M
|
+$9.42M
|
+145,734
|
New
|
|
|
322
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.97M
|
-$31.1M
|
-481,187
|
-77%
|
|
|
323
|
Argent Advisors
Monroe,
Louisiana
|
$9.96M
|
-$529K
|
-8,181
|
-5%
|
|
|
324
|
Gofen & Glossberg
Chicago,
Illinois
|
$9.84M
|
+$127K
|
+1,963
|
+1%
|
|
|
325
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$9.78M
|
+$9.15M
|
+141,491
|
New
|
|
