|
201
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$19M
|
+$2.28M
|
+50,072
|
+14%
|
|
|
202
|
InterOcean Capital Group
Nashville,
Tennessee
|
$18.9M
|
+$3.58M
|
+78,739
|
+24%
|
|
|
203
|
Magnus Financial Group
New York
|
$18.8M
|
-$3.16M
|
-69,590
|
-15%
|
|
|
204
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$18.7M
|
-$527K
|
-11,598
|
-3%
|
|
|
205
|
Disciplina Capital Management
Nashville,
Tennessee
|
$18.6M
|
-$10.7M
|
-234,551
|
-37%
|
|
|
206
|
Abound Wealth Management
Franklin,
Tennessee
|
$18.6M
|
+$1.76M
|
+38,601
|
+11%
|
|
|
207
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.3M
|
-$7.05M
|
-155,113
|
-28%
|
|
|
208
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.2M
|
+$17.8M
|
+390,560
|
New
|
|
|
209
|
Ritholtz Wealth Management
New York
|
$18.2M
|
-$4.98M
|
-109,574
|
-22%
|
|
|
210
|
F3Logic
Burnsville,
Minnesota
|
$18.1M
|
-$779K
|
-17,119
|
-4%
|
|
|
211
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$18.1M
|
+$17.6M
|
+386,682
|
New
|
|
|
212
|
Financial Engines Advisors
Santa Clara,
California
|
$17.9M
|
+$1.95M
|
+42,958
|
+13%
|
|
|
213
|
FDx Advisors
Chicago,
Illinois
|
$17.8M
|
+$1.56M
|
+34,277
|
+10%
|
|
|
214
|
Grimes & Company
Westborough,
Massachusetts
|
$17.7M
|
+$8.85M
|
+194,524
|
+105%
|
|
|
215
|
Allstate Corporation
Northbrook,
Illinois
|
$17.7M
|
-$792K
|
-17,425
|
-4%
|
|
|
216
|
Allstate Investment Management
Chicago,
Illinois
|
$17.7M
|
+$17.2M
|
+378,543
|
New
|
|
|
217
|
SPC Financial Inc
Rockville,
Maryland
|
$17.6M
|
+$16.5M
|
+362,269
|
+2,420%
|
|
|
218
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$17.5M
|
+$7.31M
|
+160,775
|
+75%
|
|
|
219
|
|
$17.3M
|
+$1.52M
|
+33,475
|
+10%
|
|
|
220
|
Mercer Global Advisors
Denver,
Colorado
|
$16.8M
|
+$4.65M
|
+102,345
|
+40%
|
|
|
221
|
Auto-Owners Insurance
Lansing,
Michigan
|
$16.8M
|
+$16.4M
|
+360,000
|
New
|
|
|
222
|
Daniels + Tansey
Wilmington,
Delaware
|
$16.6M
|
+$2.65M
|
+58,271
|
+20%
|
|
|
223
|
Southern Wealth Management
Dallas,
Texas
|
$16.4M
|
+$5.86M
|
+128,889
|
+58%
|
|
|
224
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$16.3M
|
-$3.65M
|
-80,259
|
-19%
|
|
|
225
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.1M
|
-$380K
|
-8,364
|
-2%
|
|
