|
301
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$8.18M
|
-$171K
|
-2,648
|
-2%
|
|
|
302
|
Montag & Associates
Atlanta,
Georgia
|
$8.17M
|
-$2.35M
|
-36,396
|
-23%
|
|
|
303
|
Newport Capital Group
Red Bank,
New Jersey
|
$8.15M
|
+$2.28M
|
+35,288
|
+42%
|
|
|
304
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$8.13M
|
-$59.8K
|
-928
|
-0.8%
|
|
|
305
|
City Holding Co
Charleston,
West Virginia
|
$8.13M
|
+$352K
|
+5,464
|
+5%
|
|
|
306
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.06M
|
-$43.3K
|
-672
|
-0.6%
|
|
|
307
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$7.95M
|
-$18.6K
|
-288
|
-0.2%
|
|
|
308
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$7.88M
|
-$24.8K
|
-384
|
-0.3%
|
|
|
309
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$7.82M
|
-$10.8K
|
-168
|
-0.1%
|
|
|
310
|
Legal & General Group
London,
United Kingdom
|
$7.71M
|
+$5.62M
|
+87,200
|
+330%
|
|
|
311
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$7.68M
|
-$68.6K
|
-1,064
|
-0.9%
|
|
|
312
|
Oppenheimer Asset Management
New York
|
$7.67M
|
+$108K
|
+1,668
|
+1%
|
|
|
313
|
Summit X LLC
Chesterfield,
Missouri
|
$7.67M
|
+$1.42M
|
+21,960
|
+24%
|
|
|
314
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$7.65M
|
+$46.7K
|
+724
|
+0.6%
|
|
|
315
|
|
$7.62M
|
+$7.24M
|
+112,244
|
New
|
|
|
316
|
Lido Advisors
Los Angeles,
California
|
$7.62M
|
+$952K
|
+14,768
|
+15%
|
|
|
317
|
Bessemer Group
Woodbridge,
New Jersey
|
$7.61M
|
+$13.9K
|
+216
|
+0.2%
|
|
|
318
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.47M
|
+$2.37M
|
+36,772
|
+50%
|
|
|
319
|
SOA Wealth Advisors
New York
|
$7.47M
|
-$455K
|
-7,052
|
-6%
|
|
|
320
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.42M
|
-$2.84K
|
-44
|
-0%
|
|
|
321
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$7.36M
|
-$42.3K
|
-656
|
-0.6%
|
|
|
322
|
Truepoint Inc
Cincinnati,
Ohio
|
$7.33M
|
-$85.4K
|
-1,324
|
-1%
|
|
|
323
|
Pitcairn
Conshohocken,
Pennsylvania
|
$7.24M
|
–
|
–
|
–
|
|
|
324
|
Patten Group
Chattanooga,
Tennessee
|
$7.18M
|
-$2.58K
|
-40
|
-0%
|
|
|
325
|
PRW Wealth Management
Quincy,
Massachusetts
|
$7.18M
|
+$5.74M
|
+89,072
|
+535%
|
|
