|
226
|
Rockefeller Capital Management
New York
|
$4.87M
|
+$476K
|
+4,099
|
+11%
|
|
|
227
|
EP Wealth Advisors
Torrance,
California
|
$4.83M
|
+$4.84M
|
+41,628
|
New
|
|
|
228
|
Mattern Wealth Management
Lawrence,
Kansas
|
$4.7M
|
+$794K
|
+6,835
|
+20%
|
|
|
229
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.68M
|
–
|
–
|
–
|
|
|
230
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.64M
|
-$160K
|
-1,375
|
-3%
|
|
|
231
|
WealthShield Partners
Cary,
North Carolina
|
$4.63M
|
+$690K
|
+5,940
|
+17%
|
|
|
232
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.61M
|
+$5.23K
|
+45
|
+0.1%
|
|
|
233
|
People's United Financial
Bridgeport,
Connecticut
|
$4.59M
|
-$66.7K
|
-574
|
-1%
|
|
|
234
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$4.5M
|
-$26.6K
|
-229
|
-0.6%
|
|
|
235
|
WealthSource Partners
San Luis Obispo,
California
|
$4.46M
|
+$172K
|
+1,480
|
+4%
|
|
|
236
|
James Investment Research
Alpha,
Ohio
|
$4.45M
|
-$293K
|
-2,525
|
-6%
|
|
|
237
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4.42M
|
-$6.39K
|
-55
|
-0.1%
|
|
|
238
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.39M
|
+$1.31M
|
+11,277
|
+42%
|
|
|
239
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$4.33M
|
+$4.65K
|
+40
|
+0.1%
|
|
|
240
|
Parallel Advisors
San Francisco,
California
|
$4.27M
|
+$1.1M
|
+9,505
|
+35%
|
|
|
241
|
NewFocus Financial Group
Vancouver,
Washington
|
$4.21M
|
-$59.1K
|
-509
|
-1%
|
|
|
242
|
Insight Wealth Partners
Plano,
Texas
|
$4.14M
|
+$4.15M
|
+35,707
|
New
|
|
|
243
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.06M
|
+$901K
|
+7,756
|
+28%
|
|
|
244
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.97M
|
+$750K
|
+6,458
|
+23%
|
|
|
245
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.96M
|
-$78K
|
-671
|
-2%
|
|
|
246
|
First Business Financial Services
Madison,
Wisconsin
|
$3.93M
|
+$121K
|
+1,042
|
+3%
|
|
|
247
|
Capital One Financial
Mclean,
Virginia
|
$3.92M
|
-$602K
|
-5,183
|
-13%
|
|
|
248
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$3.86M
|
+$262K
|
+2,255
|
+7%
|
|
|
249
|
KeyBank National Association
Cleveland,
Ohio
|
$3.83M
|
+$187K
|
+1,610
|
+5%
|
|
|
250
|
Waller Financial Planning Group
Columbus,
Ohio
|
$3.78M
|
+$182K
|
+1,568
|
+5%
|
|
