|
301
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$29.3M
|
+$7.55M
|
+88,835
|
+36%
|
|
|
302
|
Global Retirement Partners
San Rafael,
California
|
$29.3M
|
+$375K
|
+4,412
|
+1%
|
|
|
303
|
Portland Global Advisors
Portland,
Maine
|
$29M
|
+$1.24M
|
+14,560
|
+5%
|
|
|
304
|
American Century Companies
Kansas City,
Missouri
|
$28.9M
|
-$10.8M
|
-126,600
|
-28%
|
|
|
305
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$28.6M
|
+$338K
|
+3,983
|
+1%
|
|
|
306
|
O'Dell Group
Cincinnati,
Ohio
|
$28.2M
|
+$6.55M
|
+77,112
|
+31%
|
|
|
307
|
Tull Financial Group
Chesapeake,
Virginia
|
$28.2M
|
+$316K
|
+3,718
|
+1%
|
|
|
308
|
Iowa State Bank
Urbandale,
Iowa
|
$28.1M
|
+$3.85M
|
+45,277
|
+16%
|
|
|
309
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$27.7M
|
+$243K
|
+2,864
|
+0.9%
|
|
|
310
|
Grove Bank & Trust
Miami,
Florida
|
$27.6M
|
+$593K
|
+6,978
|
+2%
|
|
|
311
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$27.3M
|
-$5.32M
|
-62,587
|
-17%
|
|
|
312
|
RPTC Inc
Jackson,
Wyoming
|
$27.2M
|
-$49.7K
|
-585
|
-0.2%
|
|
|
313
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$27M
|
+$245K
|
+2,885
|
+0.9%
|
|
|
314
|
AQR Capital Management
Greenwich,
Connecticut
|
$26.6M
|
+$9.92M
|
+116,718
|
+62%
|
|
|
315
|
MBL Wealth
Charlotte,
North Carolina
|
$26.5M
|
+$249K
|
+2,931
|
+1%
|
|
|
316
|
GHP Investment Advisors
Denver,
Colorado
|
$26.5M
|
+$39.6K
|
+466
|
+0.2%
|
|
|
317
|
Fort Point Capital Partners
San Francisco,
California
|
$26.5M
|
+$400K
|
+4,702
|
+2%
|
|
|
318
|
Trek Financial
Scottsdale,
Arizona
|
$26.2M
|
+$1.77M
|
+20,883
|
+7%
|
|
|
319
|
Spire Wealth Management
Mclean,
Virginia
|
$26M
|
+$171K
|
+2,016
|
+0.7%
|
|
|
320
|
Park Avenue Securities
New York
|
$25.9M
|
-$7.88M
|
-92,723
|
-24%
|
|
|
321
|
Washington Trust
Westerly,
Rhode Island
|
$25.9M
|
+$1.03M
|
+12,118
|
+4%
|
|
|
322
|
Twele Capital Management
Minnetonka,
Minnesota
|
$25.9M
|
+$345K
|
+4,056
|
+1%
|
|
|
323
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$25.7M
|
-$61.3K
|
-721
|
-0.2%
|
|
|
324
|
West Financial Advisors
Des Moines,
Iowa
|
$25.4M
|
+$506K
|
+5,955
|
+2%
|
|
|
325
|
Neumann Capital Management
Foster City,
California
|
$25.2M
|
-$551K
|
-6,484
|
-2%
|
|
