|
326
|
Harfst & Associates
Sheridan,
Wyoming
|
$40.8M
|
-$205K
|
-576
|
-0.5%
|
|
|
327
|
Mather Group
Chicago,
Illinois
|
$40.8M
|
-$89.7K
|
-252
|
-0.2%
|
|
|
328
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$40.6M
|
-$6.17M
|
-17,336
|
-14%
|
|
|
329
|
TPB Wealth Advisors
San Antonio,
Texas
|
$40.3M
|
+$38.4M
|
+108,000
|
New
|
|
|
330
|
Strategic Investment Management
Arlington,
Virginia
|
$40M
|
-$916K
|
-2,574
|
-2%
|
|
|
331
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$39.3M
|
-$9.34M
|
-26,227
|
-20%
|
|
|
332
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$39.2M
|
+$21.7M
|
+60,950
|
+140%
|
|
|
333
|
Wela Strategies
Atlanta,
Georgia
|
$39.2M
|
+$237K
|
+666
|
+0.6%
|
|
|
334
|
Waller Financial Planning Group
Columbus,
Ohio
|
$38.4M
|
+$5.72M
|
+16,066
|
+19%
|
|
|
335
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$38.4M
|
+$2.84M
|
+7,992
|
+8%
|
|
|
336
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$38M
|
+$39.5K
|
+111
|
+0.1%
|
|
|
337
|
Securian Asset Management
St Paul,
Minnesota
|
$37.7M
|
–
|
–
|
–
|
|
|
338
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$37.7M
|
+$1.45M
|
+4,069
|
+4%
|
|
|
339
|
Lee Financial
Dallas,
Texas
|
$37.6M
|
+$400K
|
+1,125
|
+1%
|
|
|
340
|
Cerity Partners OCIO
New York
|
$37.6M
|
-$204K
|
-574
|
-0.6%
|
|
|
341
|
Morningstar Investment Services
Chicago,
Illinois
|
$37.1M
|
-$1.67M
|
-4,688
|
-5%
|
|
|
342
|
Cypress Wealth Services
Palm Desert,
California
|
$36.9M
|
+$35M
|
+98,290
|
New
|
|
|
343
|
Divergent Planning
Bethesda,
Maryland
|
$36.8M
|
+$34.9M
|
+98,096
|
New
|
|
|
344
|
Well Done LLC
Holland,
Michigan
|
$36.6M
|
+$746K
|
+2,096
|
+2%
|
|
|
345
|
IFS Advisors
Overland Park,
Kansas
|
$36.6M
|
+$34.7M
|
+97,496
|
New
|
|
|
346
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$36.5M
|
-$349K
|
-980
|
-1%
|
|
|
347
|
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
|
$36.2M
|
+$34.4M
|
+96,550
|
New
|
|
|
348
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$36.1M
|
-$11.8M
|
-33,195
|
-26%
|
|
|
349
|
Vision Capital Management
Portland,
Oregon
|
$35.8M
|
+$528K
|
+1,482
|
+2%
|
|
|
350
|
KFA Private Wealth Group
Tysons,
Virginia
|
$35.5M
|
+$1.14M
|
+3,211
|
+4%
|
|
