|
326
|
WealthShield Partners
Cary,
North Carolina
|
$16.1M
|
+$4.11M
|
+73,674
|
+38%
|
|
|
327
|
NFP Retirement Inc
Aliso Viejo,
California
|
$16M
|
-$192K
|
-3,442
|
-1%
|
|
|
328
|
Appleton Partners
Boston,
Massachusetts
|
$15.8M
|
+$137K
|
+2,462
|
+0.9%
|
|
|
329
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$15.8M
|
+$4.63M
|
+82,897
|
+46%
|
|
|
330
|
Cascade Financial Partners
San Diego,
California
|
$15.7M
|
-$618K
|
-11,072
|
-4%
|
|
|
331
|
Spire Wealth Management
Mclean,
Virginia
|
$15.6M
|
-$3.81M
|
-68,364
|
-20%
|
|
|
332
|
Strategic Blueprint
Atlanta,
Georgia
|
$15.6M
|
+$4.87M
|
+87,246
|
+51%
|
|
|
333
|
Arkos Global Advisors
Houston,
Texas
|
$15.4M
|
+$518K
|
+9,288
|
+4%
|
|
|
334
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$15.4M
|
+$351K
|
+6,292
|
+3%
|
|
|
335
|
Wealthquest
Cincinnati,
Ohio
|
$15.3M
|
+$319K
|
+5,721
|
+2%
|
|
|
336
|
Summit Financial
Parsippany,
New Jersey
|
$15.2M
|
+$2.88M
|
+51,613
|
+26%
|
|
|
337
|
Oak Root LLC
Santa Barbara,
California
|
$15.1M
|
-$315K
|
-5,646
|
-2%
|
|
|
338
|
Chilton Capital Management
Houston,
Texas
|
$15.1M
|
-$148K
|
-2,658
|
-1%
|
|
|
339
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$14.9M
|
+$12.1M
|
+216,482
|
+700%
|
|
|
340
|
Perigon Wealth Management
San Francisco,
California
|
$14.8M
|
+$1.11M
|
+19,923
|
+9%
|
|
|
341
|
Portland Global Advisors
Portland,
Maine
|
$14.8M
|
+$102K
|
+1,821
|
+0.7%
|
|
|
342
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$14.8M
|
+$207K
|
+3,701
|
+2%
|
|
|
343
|
Daiwa Securities Group
Tokyo,
Japan
|
$14.8M
|
+$6.1M
|
+109,350
|
+80%
|
|
|
344
|
One Wealth Advisors
San Francisco,
California
|
$14.7M
|
+$6.12M
|
+109,657
|
+81%
|
|
|
345
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$14.7M
|
+$174K
|
+3,125
|
+1%
|
|
|
346
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$14.6M
|
-$14.5M
|
-259,210
|
-52%
|
|
|
347
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$14.6M
|
+$84.3K
|
+1,510
|
+0.6%
|
|
|
348
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$14.5M
|
-$89.4K
|
-1,602
|
-0.7%
|
|
|
349
|
Wealth Alliance
Mellville,
New York
|
$14.4M
|
+$6.57M
|
+117,819
|
+96%
|
|
|
350
|
Glenview Trust
Louisville,
Kentucky
|
$14.4M
|
-$3.33M
|
-59,695
|
-20%
|
|
