|
176
|
Global Retirement Partners
San Rafael,
California
|
$15.5M
|
-$532K
|
-2,683
|
-3%
|
|
|
177
|
SteelPeak Wealth
Woodland Hills,
California
|
$15.2M
|
+$557K
|
+2,809
|
+4%
|
|
|
178
|
Financial Advocates Investment Management
Olympia,
Washington
|
$15.1M
|
+$2.39M
|
+12,056
|
+19%
|
|
|
179
|
Modera Wealth Management
Westwood,
New Jersey
|
$15M
|
-$404K
|
-2,035
|
-3%
|
|
|
180
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$14.9M
|
-$4.75M
|
-23,967
|
-24%
|
|
|
181
|
|
$14.8M
|
+$993K
|
+5,009
|
+7%
|
|
|
182
|
Durante & Waters
Brewster,
New York
|
$14.7M
|
-$4.91M
|
-24,780
|
-24%
|
|
|
183
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$14.7M
|
+$336K
|
+1,693
|
+2%
|
|
|
184
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$14.6M
|
+$359K
|
+1,810
|
+2%
|
|
|
185
|
Alesco Advisors
Pittsford,
New York
|
$14.6M
|
-$442K
|
-2,230
|
-3%
|
|
|
186
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$14.5M
|
-$265K
|
-1,336
|
-2%
|
|
|
187
|
Perigon Wealth Management
San Francisco,
California
|
$14.4M
|
+$1.75M
|
+8,832
|
+13%
|
|
|
188
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$14.3M
|
-$144K
|
-728
|
-1%
|
|
|
189
|
Stokes Family Office
New Orleans,
Louisiana
|
$14.2M
|
+$82.7K
|
+417
|
+0.6%
|
|
|
190
|
Merit Financial Group
Alpharetta,
Georgia
|
$14.2M
|
+$8.13M
|
+40,970
|
+123%
|
|
|
191
|
High Falls Advisors
Rochester,
New York
|
$14M
|
-$37.9K
|
-191
|
-0.3%
|
|
|
192
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$14M
|
+$62.5K
|
+315
|
+0.4%
|
|
|
193
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$13.6M
|
+$14.2M
|
+71,423
|
New
|
|
|
194
|
Quadrature Capital
London,
United Kingdom
|
$13.5M
|
+$14M
|
+70,731
|
New
|
|
|
195
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$13.5M
|
+$236K
|
+1,191
|
+2%
|
|
|
196
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$13.4M
|
+$23.6K
|
+119
|
+0.2%
|
|
|
197
|
Trust Point Inc
La Crosse,
Wisconsin
|
$13.4M
|
-$289K
|
-1,457
|
-2%
|
|
|
198
|
UMB Bank
Kansas City,
Missouri
|
$13.3M
|
-$206K
|
-1,041
|
-1%
|
|
|
199
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$13.3M
|
-$30.3K
|
-153
|
-0.2%
|
|
|
200
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.2M
|
-$735K
|
-3,704
|
-5%
|
|
