|
326
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$14.2M
|
-$7.5M
|
-67,217
|
-35%
|
|
|
327
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$14.1M
|
+$236K
|
+2,120
|
+2%
|
|
|
328
|
Great Diamond Partners
Portland,
Maine
|
$14M
|
+$8.25M
|
+73,989
|
+148%
|
|
|
329
|
HSBC Holdings
London,
United Kingdom
|
$14M
|
-$73.4K
|
-658
|
-0.5%
|
|
|
330
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$13.9M
|
+$661K
|
+5,929
|
+5%
|
|
|
331
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$13.9M
|
–
|
–
|
–
|
|
|
332
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$13.8M
|
-$1.24M
|
-11,107
|
-8%
|
|
|
333
|
Founders Financial Securities
Towson,
Maryland
|
$13.8M
|
-$3.63M
|
-32,510
|
-21%
|
|
|
334
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$13.7M
|
+$1.11M
|
+9,946
|
+9%
|
|
|
335
|
Evermay Wealth Management
Arlington,
Virginia
|
$13.6M
|
+$235K
|
+2,104
|
+2%
|
|
|
336
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$13.6M
|
+$3.06M
|
+27,463
|
+29%
|
|
|
337
|
Polianta Ltd
St Helier,
Jersey
|
$13.5M
|
+$814K
|
+7,300
|
+7%
|
|
|
338
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$13.5M
|
+$710K
|
+6,362
|
+6%
|
|
|
339
|
Eaton Vance Management
Boston,
Massachusetts
|
$13.5M
|
-$721K
|
-6,462
|
-5%
|
|
|
340
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$13.4M
|
+$285K
|
+2,558
|
+2%
|
|
|
341
|
Salomon & Ludwin
Richmond,
Virginia
|
$13.3M
|
+$373K
|
+3,343
|
+3%
|
|
|
342
|
Global Retirement Partners
San Rafael,
California
|
$13.3M
|
+$170K
|
+1,526
|
+1%
|
|
|
343
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.3M
|
-$2.58M
|
-23,087
|
-16%
|
|
|
344
|
XML Financial
Bethesda,
Maryland
|
$13.3M
|
+$390K
|
+3,499
|
+3%
|
|
|
345
|
Pachira Investments
Dana Point,
California
|
$13.2M
|
-$608K
|
-5,450
|
-4%
|
|
|
346
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$13.2M
|
-$1.58M
|
-14,125
|
-11%
|
|
|
347
|
Norris Perne & French
Grand Rapids,
Michigan
|
$13.1M
|
-$90.8K
|
-814
|
-0.7%
|
|
|
348
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$13.1M
|
+$3.02M
|
+27,067
|
+31%
|
|
|
349
|
Neumann Capital Management
Foster City,
California
|
$13M
|
-$619K
|
-5,548
|
-5%
|
|
|
350
|
Round Rock Advisors
Wilton,
Connecticut
|
$13M
|
-$88K
|
-789
|
-0.7%
|
|
