|
201
|
Source Financial Advisors
New York
|
$8.96M
|
+$1.08M
|
+10,845
|
+14%
|
|
|
202
|
Doliver Advisors
Houston,
Texas
|
$8.95M
|
+$8.84M
|
+88,692
|
New
|
|
|
203
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$8.95M
|
-$337K
|
-3,384
|
-4%
|
|
|
204
|
Financial Management Professionals
Austin,
Texas
|
$8.89M
|
+$316K
|
+3,167
|
+4%
|
|
|
205
|
ETF Portfolio Partners
Leawood,
Kansas
|
$8.72M
|
+$633K
|
+6,352
|
+8%
|
|
|
206
|
Argent Trust Co
Nashville,
Tennessee
|
$8.71M
|
-$1.11M
|
-11,179
|
-11%
|
|
|
207
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$8.59M
|
-$391K
|
-3,923
|
-4%
|
|
|
208
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$8.52M
|
-$2.09M
|
-21,005
|
-20%
|
|
|
209
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$8.24M
|
+$382K
|
+3,836
|
+5%
|
|
|
210
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.14M
|
-$91.5K
|
-918
|
-1%
|
|
|
211
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$8.12M
|
-$70K
|
-702
|
-0.9%
|
|
|
212
|
Plancorp LLC
Saint Louis,
Missouri
|
$8.09M
|
-$1.99K
|
-20
|
-0%
|
|
|
213
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$8.01M
|
+$1.19M
|
+11,894
|
+18%
|
|
|
214
|
Single Point Partners
Boston,
Massachusetts
|
$7.96M
|
+$2.54M
|
+25,439
|
+48%
|
|
|
215
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$7.94M
|
+$42.7K
|
+428
|
+0.5%
|
|
|
216
|
Private Capital Group
West Hartford,
Connecticut
|
$7.93M
|
+$53.5K
|
+537
|
+0.7%
|
|
|
217
|
PrairieView Partners
St. Paul,
Minnesota
|
$7.92M
|
+$2.26M
|
+22,645
|
+41%
|
|
|
218
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$7.85M
|
+$29.3K
|
+294
|
+0.4%
|
|
|
219
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$7.83M
|
-$191K
|
-1,913
|
-2%
|
|
|
220
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.72M
|
+$999K
|
+10,019
|
+15%
|
|
|
221
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$7.67M
|
-$5.88K
|
-59
|
-0.1%
|
|
|
222
|
Forte Capital
Rochester,
New York
|
$7.63M
|
–
|
–
|
–
|
|
|
223
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$7.53M
|
-$173K
|
-1,740
|
-2%
|
|
|
224
|
Sutton Place Investors
Katonah,
New York
|
$7.46M
|
+$395K
|
+3,962
|
+5%
|
|
|
225
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$7.43M
|
+$67.3K
|
+675
|
+0.9%
|
|
