|
351
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$30.3M
|
+$8.7M
|
+26,129
|
+41%
|
|
|
352
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$29.8M
|
-$177K
|
-532
|
-0.6%
|
|
|
353
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$29.7M
|
+$3.64M
|
+10,952
|
+14%
|
|
|
354
|
King Wealth Management Group
Naples,
Florida
|
$29.7M
|
+$723K
|
+2,172
|
+3%
|
|
|
355
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$29.6M
|
+$1.8M
|
+5,405
|
+7%
|
|
|
356
|
TD Capital Management
Memphis,
Tennessee
|
$29.4M
|
-$481K
|
-1,444
|
-2%
|
|
|
357
|
Aspiriant LLC
Los Angeles,
California
|
$29.4M
|
-$639K
|
-1,920
|
-2%
|
|
|
358
|
Pachira Investments
Dana Point,
California
|
$29.4M
|
+$13.1M
|
+39,346
|
+82%
|
|
|
359
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$29.2M
|
+$1.88M
|
+5,658
|
+7%
|
|
|
360
|
HSBC Holdings
London,
United Kingdom
|
$29.1M
|
-$7.55M
|
-22,694
|
-21%
|
|
|
361
|
Two Sigma Investments
New York
|
$29M
|
-$6.12M
|
-18,400
|
-18%
|
|
|
362
|
Oxford Financial Group
Carmel,
Indiana
|
$29M
|
-$2.05M
|
-6,172
|
-7%
|
|
|
363
|
Waller Financial Planning Group
Columbus,
Ohio
|
$29M
|
+$583K
|
+1,751
|
+2%
|
|
|
364
|
IHT Wealth Management
Chicago,
Illinois
|
$28.9M
|
+$3M
|
+9,029
|
+12%
|
|
|
365
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$28.8M
|
-$43.7M
|
-131,248
|
-60%
|
|
|
366
|
Daiwa Securities Group
Tokyo,
Japan
|
$28.6M
|
-$3.58M
|
-10,760
|
-11%
|
|
|
367
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.5M
|
+$1.31M
|
+3,941
|
+5%
|
|
|
368
|
Goelzer Investment Management
Carmel,
Indiana
|
$28.4M
|
+$2.35M
|
+7,058
|
+9%
|
|
|
369
|
Advisory Services Network
Atlanta,
Georgia
|
$28.4M
|
-$1.9M
|
-5,707
|
-6%
|
|
|
370
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$28.2M
|
-$6.96M
|
-20,923
|
-21%
|
|
|
371
|
Spring Creek Investment Management
Philadelphia,
Pennsylvania
|
$27.6M
|
-$9.77M
|
-29,344
|
-26%
|
|
|
372
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$27.5M
|
+$85.9K
|
+258
|
+0.3%
|
|
|
373
|
Intelligence Driven Advisers
Carlsbad,
California
|
$27.4M
|
+$10M
|
+30,173
|
+59%
|
|
|
374
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$27.1M
|
-$1.41M
|
-4,233
|
-5%
|
|
|
375
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$27.1M
|
+$481K
|
+1,444
|
+2%
|
|
