|
176
|
Comerica Bank
Dallas,
Texas
|
$11M
|
-$628K
|
-6,791
|
-5%
|
|
|
177
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$10.9M
|
+$4.5M
|
+48,645
|
+72%
|
|
|
178
|
Cornerstone Management
Duluth,
Georgia
|
$10.6M
|
+$145K
|
+1,568
|
+1%
|
|
|
179
|
Perigon Wealth Management
San Francisco,
California
|
$10.6M
|
-$5.81M
|
-62,770
|
-36%
|
|
|
180
|
WBH Advisory
Baltimore,
Maryland
|
$10.6M
|
+$496K
|
+5,367
|
+5%
|
|
|
181
|
Icon Wealth Advisors
Houston,
Texas
|
$10.4M
|
-$2.73M
|
-29,473
|
-21%
|
|
|
182
|
Security Financial Services
Fort Wayne,
Indiana
|
$10.4M
|
-$89.3K
|
-966
|
-0.9%
|
|
|
183
|
Principal Securities
Des Moines,
Iowa
|
$10.4M
|
+$10.2K
|
+110
|
+0.1%
|
|
|
184
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.3M
|
–
|
–
|
–
|
|
|
185
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$10.2M
|
+$176K
|
+1,907
|
+2%
|
|
|
186
|
|
$9.94M
|
+$9.28M
|
+100,350
|
+1,793%
|
|
|
187
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$9.88M
|
+$215K
|
+2,326
|
+2%
|
|
|
188
|
Theory Financial
Fort Collins,
Colorado
|
$9.87M
|
+$187K
|
+2,018
|
+2%
|
|
|
189
|
Hudson Capital Management
Ramsey,
New Jersey
|
$9.75M
|
+$50.2K
|
+543
|
+0.5%
|
|
|
190
|
|
$9.74M
|
+$208K
|
+2,250
|
+2%
|
|
|
191
|
One Wealth Advisors
San Francisco,
California
|
$9.54M
|
-$1.28M
|
-13,852
|
-12%
|
|
|
192
|
Community Trust & Investment
Versailles,
Kentucky
|
$9.48M
|
+$50.4K
|
+545
|
+0.5%
|
|
|
193
|
Atomi Financial Group
New York
|
$9.24M
|
+$656K
|
+7,092
|
+8%
|
|
|
194
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$9.13M
|
-$88.3K
|
-955
|
-1%
|
|
|
195
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$9.09M
|
-$46K
|
-497
|
-0.5%
|
|
|
196
|
Kelly Financial Services
Braintree,
Massachusetts
|
$9.08M
|
-$1.42M
|
-15,391
|
-14%
|
|
|
197
|
Sentinus LLC
Oak Brook,
Illinois
|
$9.05M
|
+$439K
|
+4,747
|
+5%
|
|
|
198
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$8.91M
|
-$129K
|
-1,400
|
-1%
|
|
|
199
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$8.91M
|
+$92.3K
|
+998
|
+1%
|
|
|
200
|
Westover Capital Advisors
Wilmington,
Delaware
|
$8.83M
|
+$898K
|
+9,711
|
+11%
|
|
