|
101
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$16.9M
|
+$2.88M
|
+38,549
|
+21%
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.2M
|
–
|
–
|
–
|
|
|
103
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$15.8M
|
+$1.69M
|
+22,679
|
+12%
|
|
|
104
|
Zhang Financial
Portage,
Michigan
|
$15.3M
|
-$2.23M
|
-29,872
|
-13%
|
|
|
105
|
Caprock Group
Boise,
Idaho
|
$15M
|
+$1.68M
|
+22,461
|
+13%
|
|
|
106
|
Private Advisor Group
Morristown,
New Jersey
|
$14.7M
|
-$62.6K
|
-839
|
-0.4%
|
|
|
107
|
Calton & Associates
Tampa,
Florida
|
$14.7M
|
+$1.41M
|
+18,938
|
+11%
|
|
|
108
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.6M
|
-$1M
|
-13,419
|
-6%
|
|
|
109
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$14.1M
|
+$1.41M
|
+18,930
|
+11%
|
|
|
110
|
|
$14.1M
|
-$4.64M
|
-62,160
|
-25%
|
|
|
111
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$13.9M
|
-$35.7K
|
-479
|
-0.3%
|
|
|
112
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$13.9M
|
+$115K
|
+1,542
|
+0.8%
|
|
|
113
|
Physician Wealth Advisors
Midvale,
Utah
|
$13.8M
|
-$311K
|
-4,173
|
-2%
|
|
|
114
|
Whitney & Co
Rochester,
New York
|
$13.8M
|
-$336K
|
-4,497
|
-2%
|
|
|
115
|
Tolleson Wealth Management
Dallas,
Texas
|
$13M
|
+$937K
|
+12,554
|
+8%
|
|
|
116
|
Geneos Wealth Management
Englewood,
Colorado
|
$13M
|
+$102K
|
+1,367
|
+0.8%
|
|
|
117
|
HYA Advisors
Springfield,
Missouri
|
$12.8M
|
+$1.82M
|
+24,334
|
+17%
|
|
|
118
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.4M
|
-$52.6K
|
-705
|
-0.4%
|
|
|
119
|
Argent Trust Co
Nashville,
Tennessee
|
$12.3M
|
–
|
–
|
–
|
|
|
120
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$12M
|
+$97.8K
|
+1,310
|
+0.8%
|
|
|
121
|
Tortoise Investment Management
White Plains,
New York
|
$11.7M
|
-$568K
|
-7,610
|
-5%
|
|
|
122
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$11.4M
|
+$2.78M
|
+37,232
|
+33%
|
|
|
123
|
Bank of New York Mellon
New York
|
$11.2M
|
-$204K
|
-2,738
|
-2%
|
|
|
124
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$11.1M
|
-$5.18M
|
-69,361
|
-32%
|
|
|
125
|
Brighton Jones LLC
Seattle,
Washington
|
$10.9M
|
+$81.7K
|
+1,095
|
+0.8%
|
|
