|
251
|
Ascent Wealth Partners
New Hartford,
New York
|
$10.8M
|
+$978K
|
+18,656
|
+10%
|
|
|
252
|
Insight Wealth Strategies
San Ramon,
California
|
$10.8M
|
+$3.44M
|
+65,641
|
+48%
|
|
|
253
|
Regis Management Company
Menlo Park,
California
|
$10.7M
|
+$935K
|
+17,837
|
+10%
|
|
|
254
|
|
$10.6M
|
+$263K
|
+5,024
|
+3%
|
|
|
255
|
RPG Investment Advisory
Pleasanton,
California
|
$10.5M
|
-$47K
|
-897
|
-0.4%
|
|
|
256
|
Financial Engines Advisors
Santa Clara,
California
|
$10.2M
|
+$233K
|
+4,449
|
+2%
|
|
|
257
|
Main Management
San Francisco,
California
|
$10.1M
|
+$52.2K
|
+995
|
+0.5%
|
|
|
258
|
Founders Financial Securities
Towson,
Maryland
|
$10.1M
|
+$2.04M
|
+38,852
|
+25%
|
|
|
259
|
Glenview Trust
Louisville,
Kentucky
|
$9.96M
|
-$506K
|
-9,649
|
-5%
|
|
|
260
|
Meeder Asset Management
Dublin,
Ohio
|
$9.93M
|
+$1.67M
|
+31,798
|
+20%
|
|
|
261
|
New England Asset Management
Farmington,
Connecticut
|
$9.91M
|
–
|
–
|
–
|
|
|
262
|
Bartlett & Co
Cincinnati,
Ohio
|
$9.9M
|
+$48.1K
|
+918
|
+0.5%
|
|
|
263
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$9.9M
|
+$48.1K
|
+918
|
+0.5%
|
|
|
264
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.87M
|
-$1.31M
|
-25,042
|
-12%
|
|
|
265
|
Grove Bank & Trust
Miami,
Florida
|
$9.86M
|
+$226K
|
+4,309
|
+2%
|
|
|
266
|
Raymond James Trust
St. Petersburg,
Florida
|
$9.72M
|
+$49K
|
+934
|
+0.5%
|
|
|
267
|
SVB Wealth
Boston,
Massachusetts
|
$9.6M
|
+$309K
|
+5,891
|
+3%
|
|
|
268
|
Pinnacle Associates
New York
|
$9.46M
|
+$500K
|
+9,538
|
+6%
|
|
|
269
|
Lee Financial
Dallas,
Texas
|
$9.27M
|
-$356K
|
-6,799
|
-4%
|
|
|
270
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.25M
|
+$1.9M
|
+36,149
|
+26%
|
|
|
271
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.19M
|
-$2.1K
|
-40
|
-0%
|
|
|
272
|
Cetera Advisor Networks
El Segundo,
California
|
$9.11M
|
-$386K
|
-7,372
|
-4%
|
|
|
273
|
Evensky & Katz
Coral Gables,
Florida
|
$9.06M
|
+$358K
|
+6,826
|
+4%
|
|
|
274
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.04M
|
-$303K
|
-5,782
|
-3%
|
|
|
275
|
Hancock Whitney
Gulfport,
Mississippi
|
$8.96M
|
+$111K
|
+2,111
|
+1%
|
|
