|
301
|
Global Retirement Partners
San Rafael,
California
|
$22.7M
|
+$526K
|
+7,391
|
+2%
|
|
|
302
|
Great Diamond Partners
Portland,
Maine
|
$22.7M
|
+$952K
|
+13,378
|
+5%
|
|
|
303
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$22.6M
|
+$944K
|
+13,266
|
+5%
|
|
|
304
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$22.5M
|
+$1.16M
|
+16,327
|
+6%
|
|
|
305
|
Montis Financial
Waltham,
Massachusetts
|
$22.5M
|
-$867K
|
-12,177
|
-4%
|
|
|
306
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$22.4M
|
-$1.24M
|
-17,357
|
-5%
|
|
|
307
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$22.3M
|
+$974K
|
+13,677
|
+5%
|
|
|
308
|
Iowa State Bank
Urbandale,
Iowa
|
$22M
|
+$1.23M
|
+17,347
|
+6%
|
|
|
309
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$21.9M
|
+$415K
|
+5,827
|
+2%
|
|
|
310
|
Old National Bancorp
Evansville,
Indiana
|
$21.9M
|
+$1.74M
|
+24,513
|
+9%
|
|
|
311
|
Financial Advocates Investment Management
Olympia,
Washington
|
$21.8M
|
+$802K
|
+11,260
|
+4%
|
|
|
312
|
Kestra Private Wealth Services
Austin,
Texas
|
$21.8M
|
-$569K
|
-8,000
|
-3%
|
|
|
313
|
Investure LLC
Charlottesville,
Virginia
|
$21.8M
|
-$4.89M
|
-68,702
|
-19%
|
|
|
314
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$21.4M
|
+$455K
|
+6,388
|
+2%
|
|
|
315
|
Twele Capital Management
Minnetonka,
Minnesota
|
$21.4M
|
+$62.8K
|
+882
|
+0.3%
|
|
|
316
|
American Century Companies
Kansas City,
Missouri
|
$21.3M
|
-$2.62M
|
-36,800
|
-11%
|
|
|
317
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$21.2M
|
+$1.07M
|
+15,051
|
+6%
|
|
|
318
|
Congress Wealth Management
Boston,
Massachusetts
|
$21.1M
|
+$48.5K
|
+682
|
+0.2%
|
|
|
319
|
Professional Advisory Services
Vero Beach,
Florida
|
$20.9M
|
+$119K
|
+1,677
|
+0.6%
|
|
|
320
|
Martel Wealth Advisors
Vancouver,
Washington
|
$20.9M
|
-$103K
|
-1,453
|
-0.5%
|
|
|
321
|
Washington Trust
Westerly,
Rhode Island
|
$20.8M
|
+$2.18M
|
+30,687
|
+12%
|
|
|
322
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$20.8M
|
+$1.15M
|
+16,135
|
+6%
|
|
|
323
|
WBH Advisory
Baltimore,
Maryland
|
$20.6M
|
+$477K
|
+6,706
|
+2%
|
|
|
324
|
MBL Wealth
Charlotte,
North Carolina
|
$20.4M
|
+$346K
|
+4,858
|
+2%
|
|
|
325
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$20.3M
|
-$289K
|
-4,057
|
-1%
|
|
