|
276
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$14.9M
|
+$782K
|
+15,607
|
+6%
|
|
|
277
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$14.8M
|
-$2.72M
|
-54,227
|
-16%
|
|
|
278
|
Hancock Whitney
Gulfport,
Mississippi
|
$14.6M
|
-$3.75M
|
-74,935
|
-21%
|
|
|
279
|
|
$14.6M
|
+$14.2M
|
+282,875
|
New
|
|
|
280
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.6M
|
+$201K
|
+4,011
|
+1%
|
|
|
281
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.5M
|
+$3.48M
|
+69,531
|
+30%
|
|
|
282
|
Sage Advisory Services
Austin,
Texas
|
$14.4M
|
-$426K
|
-8,510
|
-3%
|
|
|
283
|
Geisinger Health
Danville,
Pennsylvania
|
$14.4M
|
+$5.96M
|
+119,000
|
+74%
|
|
|
284
|
FDx Advisors
Chicago,
Illinois
|
$14.3M
|
-$3.71M
|
-74,069
|
-21%
|
|
|
285
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$14.2M
|
-$372K
|
-7,429
|
-3%
|
|
|
286
|
William Blair & Company
Chicago,
Illinois
|
$14.2M
|
-$597K
|
-11,929
|
-4%
|
|
|
287
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$14.2M
|
+$482K
|
+9,628
|
+4%
|
|
|
288
|
DZ Bank
Frankfurt Am Main,
Germany
|
$14.2M
|
–
|
–
|
–
|
|
|
289
|
Steward Partners Investment Advisory
New York
|
$14M
|
-$2.25M
|
-44,928
|
-14%
|
|
|
290
|
Cascade Financial Partners
San Diego,
California
|
$13.9M
|
+$13.7M
|
+272,833
|
New
|
|
|
291
|
Running Point Capital Advisors
El Segundo,
California
|
$13.9M
|
+$678K
|
+13,534
|
+5%
|
|
|
292
|
Wellington Management Group
Boston,
Massachusetts
|
$13.9M
|
-$4.97M
|
-99,191
|
-27%
|
|
|
293
|
Venturi Wealth Management
Austin,
Texas
|
$13.8M
|
-$775K
|
-15,480
|
-5%
|
|
|
294
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$13.8M
|
-$894K
|
-17,849
|
-6%
|
|
|
295
|
WealthPLAN Partners
Omaha,
Nebraska
|
$13.8M
|
-$562K
|
-11,216
|
-4%
|
|
|
296
|
Concurrent Investment Advisors
Tampa,
Florida
|
$13.7M
|
-$414K
|
-8,273
|
-3%
|
|
|
297
|
IFP Advisors
Tampa,
Florida
|
$13.7M
|
-$2.18M
|
-43,577
|
-14%
|
|
|
298
|
Condor Capital Management
Martinsville,
New Jersey
|
$13.6M
|
-$142K
|
-2,839
|
-1%
|
|
|
299
|
Financial Engines Advisors
Santa Clara,
California
|
$13.6M
|
-$5.69M
|
-113,610
|
-30%
|
|
|
300
|
LMCG Investments
Boston,
Massachusetts
|
$13.6M
|
+$914K
|
+18,260
|
+7%
|
|
