|
301
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$11.8M
|
-$84.4K
|
-853
|
-0.8%
|
|
|
302
|
Level Four Advisory Services
Dallas,
Texas
|
$11.8M
|
-$97.1K
|
-981
|
-0.9%
|
|
|
303
|
Planned Solutions
Folsom,
California
|
$11.7M
|
+$9.07M
|
+91,595
|
+632%
|
|
|
304
|
Perigon Wealth Management
San Francisco,
California
|
$11.6M
|
+$67.7K
|
+684
|
+0.7%
|
|
|
305
|
Financial Advisors Network
Tustin,
California
|
$11.5M
|
-$68.8K
|
-695
|
-0.7%
|
|
|
306
|
Gallagher Capital Advisors
Argyle,
Texas
|
$11.4M
|
-$7.05M
|
-71,214
|
-42%
|
|
|
307
|
Quantinno Capital Management
New York
|
$11.4M
|
+$2.4M
|
+24,264
|
+31%
|
|
|
308
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$11.2M
|
-$132K
|
-1,330
|
-1%
|
|
|
309
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$11.2M
|
+$94.3K
|
+953
|
+0.9%
|
|
|
310
|
Hancock Whitney
Gulfport,
Mississippi
|
$11.1M
|
+$266K
|
+2,686
|
+3%
|
|
|
311
|
Horizon Family Wealth
Chicago,
Illinois
|
$11.1M
|
+$316K
|
+3,190
|
+3%
|
|
|
312
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$11M
|
+$1.37M
|
+13,807
|
+16%
|
|
|
313
|
Howard Capital Management
Roswell,
Georgia
|
$11M
|
-$232K
|
-2,342
|
-2%
|
|
|
314
|
Pacific Financial Group
Bellevue,
Washington
|
$11M
|
-$787K
|
-7,948
|
-7%
|
|
|
315
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$10.8M
|
-$157K
|
-1,583
|
-2%
|
|
|
316
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.8M
|
+$6.38M
|
+64,432
|
+194%
|
|
|
317
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$10.7M
|
-$2.06M
|
-20,845
|
-18%
|
|
|
318
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.7M
|
+$415K
|
+4,197
|
+4%
|
|
|
319
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$10.7M
|
+$336K
|
+3,391
|
+4%
|
|
|
320
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$10.7M
|
+$882K
|
+8,911
|
+10%
|
|
|
321
|
EPG Wealth Management
Atlanta,
Georgia
|
$10.7M
|
-$157K
|
-1,588
|
-2%
|
|
|
322
|
TSA Wealth Management
Houston,
Texas
|
$10.6M
|
-$5.22M
|
-52,696
|
-35%
|
|
|
323
|
AllianceBernstein
Nashville,
Tennessee
|
$10.6M
|
-$2.6M
|
-26,296
|
-21%
|
|
|
324
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$10.6M
|
-$207K
|
-2,096
|
-2%
|
|
|
325
|
Resolute Wealth Advisor
Findlay,
Ohio
|
$10.5M
|
+$9.2M
|
+92,942
|
New
|
|
