|
201
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$6.81M
|
+$19.2K
|
+296
|
+0.3%
|
|
|
202
|
EP Wealth Advisors
Torrance,
California
|
$6.67M
|
-$591K
|
-9,094
|
-7%
|
|
|
203
|
Pacific Financial Group
Bellevue,
Washington
|
$6.61M
|
-$776K
|
-11,946
|
-9%
|
|
|
204
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$6.57M
|
-$184K
|
-2,827
|
-2%
|
|
|
205
|
Planned Solutions
Folsom,
California
|
$6.57M
|
+$7.37M
|
+113,495
|
New
|
|
|
206
|
W Advisors LLC
Germantown,
Tennessee
|
$6.56M
|
-$54.8K
|
-844
|
-0.7%
|
|
|
207
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$6.56M
|
-$61.9K
|
-953
|
-0.8%
|
|
|
208
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$6.5M
|
+$7.31M
|
+112,569
|
New
|
|
|
209
|
Royal Fund Management
Lady Lake,
Florida
|
$6.49M
|
-$157K
|
-2,417
|
-2%
|
|
|
210
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.41M
|
+$305K
|
+4,687
|
+4%
|
|
|
211
|
Barrett & Company
Providence,
Rhode Island
|
$6.27M
|
+$6.96M
|
+107,158
|
New
|
|
|
212
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$6.26M
|
+$422K
|
+6,495
|
+6%
|
|
|
213
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.23M
|
–
|
–
|
–
|
|
|
214
|
Howard Capital Management
Roswell,
Georgia
|
$6.19M
|
-$93.6K
|
-1,441
|
-1%
|
|
|
215
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.19M
|
-$815K
|
-12,547
|
-10%
|
|
|
216
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$6.1M
|
-$370K
|
-5,692
|
-5%
|
|
|
217
|
IEQ Capital
Foster City,
California
|
$6.1M
|
+$15K
|
+231
|
+0.2%
|
|
|
218
|
Private Advisory Group
Redmond,
Washington
|
$6.07M
|
+$202K
|
+3,108
|
+3%
|
|
|
219
|
Brown Advisory
Baltimore,
Maryland
|
$6.05M
|
+$436K
|
+6,711
|
+7%
|
|
|
220
|
Cresset Asset Management
Chicago,
Illinois
|
$5.95M
|
-$1.21M
|
-18,682
|
-15%
|
|
|
221
|
TIAA FSB
Jacksonville,
Florida
|
$5.83M
|
-$38.1K
|
-587
|
-0.6%
|
|
|
222
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$5.8M
|
-$70.7K
|
-1,088
|
-1%
|
|
|
223
|
American Portfolios Advisors
Holbrook,
New York
|
$5.73M
|
-$278K
|
-4,284
|
-4%
|
|
|
224
|
CX Institutional
Auburn,
Indiana
|
$5.7M
|
-$1.7M
|
-26,146
|
-21%
|
|
|
225
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.67M
|
+$146K
|
+2,246
|
+2%
|
|
