|
201
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$9.34M
|
+$144K
|
+1,886
|
+2%
|
|
|
202
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.33M
|
-$1.13M
|
-14,767
|
-10%
|
|
|
203
|
Sterling Financial Planning
Sparta,
New Jersey
|
$9.22M
|
+$16.5K
|
+216
|
+0.2%
|
|
|
204
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$9.19M
|
-$168K
|
-2,207
|
-2%
|
|
|
205
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$9.15M
|
-$31.8K
|
-417
|
-0.3%
|
|
|
206
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$9.01M
|
-$1.5M
|
-19,708
|
-14%
|
|
|
207
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.76M
|
-$62.7K
|
-823
|
-0.7%
|
|
|
208
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$8.64M
|
+$17.1K
|
+224
|
+0.2%
|
|
|
209
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.59M
|
+$7.68M
|
+100,810
|
+655%
|
|
|
210
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.57M
|
-$8.72M
|
-114,411
|
-98%
|
|
|
211
|
William Blair & Company
Chicago,
Illinois
|
$8.47M
|
+$558K
|
+7,318
|
+7%
|
|
|
212
|
EP Wealth Advisors
Torrance,
California
|
$8.41M
|
+$119K
|
+1,557
|
+1%
|
|
|
213
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$8.41M
|
-$127K
|
-1,666
|
-1%
|
|
|
214
|
Level Four Advisory Services
Dallas,
Texas
|
$8.32M
|
+$1.27M
|
+16,717
|
+17%
|
|
|
215
|
Security National Trust
Wheeling,
West Virginia
|
$8.32M
|
–
|
–
|
–
|
|
|
216
|
Brown Advisory
Baltimore,
Maryland
|
$8.27M
|
-$614K
|
-8,057
|
-7%
|
|
|
217
|
Royal Fund Management
Lady Lake,
Florida
|
$8.09M
|
+$1.11M
|
+14,571
|
+15%
|
|
|
218
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7.98M
|
–
|
–
|
–
|
|
|
219
|
HSBC Holdings
London,
United Kingdom
|
$7.96M
|
+$8.2M
|
+107,630
|
New
|
|
|
220
|
Polianta Ltd
St Helier,
Jersey
|
$7.88M
|
-$6.1M
|
-80,000
|
-43%
|
|
|
221
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$7.75M
|
+$310K
|
+4,065
|
+4%
|
|
|
222
|
Farr Miller & Washington
Washington,
District of Columbia
|
$7.75M
|
-$71.3K
|
-936
|
-0.9%
|
|
|
223
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7.71M
|
-$118K
|
-1,553
|
-1%
|
|
|
224
|
Keel Point
Huntsville,
Alabama
|
$7.64M
|
-$433K
|
-5,680
|
-5%
|
|
|
225
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.62M
|
+$7.86M
|
+103,087
|
New
|
|
