|
301
|
Allen Investment Management
New York
|
$18.4M
|
–
|
–
|
–
|
|
|
302
|
Congress Wealth Management
Boston,
Massachusetts
|
$18.3M
|
+$249K
|
+3,725
|
+1%
|
|
|
303
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.2M
|
-$487K
|
-7,273
|
-3%
|
|
|
304
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$18M
|
-$327K
|
-4,888
|
-2%
|
|
|
305
|
Martel Wealth Advisors
Vancouver,
Washington
|
$18M
|
-$803
|
-12
|
-0%
|
|
|
306
|
Iowa State Bank
Urbandale,
Iowa
|
$18M
|
+$845K
|
+12,626
|
+5%
|
|
|
307
|
Professional Advisory Services
Vero Beach,
Florida
|
$17.9M
|
+$212K
|
+3,163
|
+1%
|
|
|
308
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$17.8M
|
+$1.24M
|
+18,524
|
+7%
|
|
|
309
|
|
$17.7M
|
+$2.65M
|
+39,546
|
+17%
|
|
|
310
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$17.7M
|
-$134K
|
-1,994
|
-0.7%
|
|
|
311
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$17.7M
|
+$724K
|
+10,815
|
+4%
|
|
|
312
|
Global Retirement Partners
San Rafael,
California
|
$17.6M
|
+$485K
|
+7,245
|
+3%
|
|
|
313
|
MTC Wealth Management
Tampa,
Florida
|
$17.5M
|
+$666K
|
+9,942
|
+4%
|
|
|
314
|
Meeder Asset Management
Dublin,
Ohio
|
$17.4M
|
-$231K
|
-3,443
|
-1%
|
|
|
315
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$17.4M
|
-$1.58M
|
-23,579
|
-8%
|
|
|
316
|
West Paces Advisors
Atlanta,
Georgia
|
$17.3M
|
-$132K
|
-1,977
|
-0.7%
|
|
|
317
|
Becker Capital Management
Portland,
Oregon
|
$17.2M
|
-$188K
|
-2,805
|
-1%
|
|
|
318
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$17.2M
|
+$1.62M
|
+24,201
|
+10%
|
|
|
319
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$17.2M
|
-$443K
|
-6,618
|
-2%
|
|
|
320
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$17.1M
|
-$287K
|
-4,288
|
-2%
|
|
|
321
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$17.1M
|
+$846K
|
+12,640
|
+5%
|
|
|
322
|
Financial Advocates Investment Management
Olympia,
Washington
|
$17M
|
+$1.56M
|
+23,337
|
+10%
|
|
|
323
|
WBH Advisory
Baltimore,
Maryland
|
$16.9M
|
+$1.48M
|
+22,105
|
+9%
|
|
|
324
|
Commerce Bank
Kansas City,
Missouri
|
$16.8M
|
-$335K
|
-4,997
|
-2%
|
|
|
325
|
Washington Trust
Westerly,
Rhode Island
|
$16.8M
|
+$685K
|
+10,233
|
+4%
|
|
