|
226
|
Schusterman Interests
Tulsa,
Oklahoma
|
$21.8M
|
+$20.7M
|
+120,000
|
New
|
|
|
227
|
Advisory Services Network
Atlanta,
Georgia
|
$21.4M
|
-$2.42M
|
-14,026
|
-11%
|
|
|
228
|
Equitable Trust
Nashville,
Tennessee
|
$21.3M
|
-$339K
|
-1,966
|
-2%
|
|
|
229
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.2M
|
+$6.41M
|
+37,119
|
+47%
|
|
|
230
|
McAlister Sweet & Associates
Houston,
Texas
|
$21M
|
-$957K
|
-5,544
|
-13%
|
|
|
231
|
Wealth Forward LLC
Fargo,
North Dakota
|
$20.8M
|
-$192K
|
-1,113
|
-1%
|
|
|
232
|
|
$20.8M
|
+$48.8K
|
+283
|
+0.2%
|
|
|
233
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$20.4M
|
+$938K
|
+5,436
|
+5%
|
|
|
234
|
Baker Avenue Asset Management
San Francisco,
California
|
$20.4M
|
+$30K
|
+174
|
+0.2%
|
|
|
235
|
Petrus Trust Company
Dallas,
Texas
|
$20.4M
|
-$6.73M
|
-39,000
|
-26%
|
|
|
236
|
|
$20.4M
|
+$5.07M
|
+29,357
|
+36%
|
|
|
237
|
LTG Capital
Newton,
Massachusetts
|
$20.2M
|
-$37.1K
|
-215
|
-0.2%
|
|
|
238
|
Fort Point Capital Partners
San Francisco,
California
|
$20.2M
|
+$4.47M
|
+25,891
|
+30%
|
|
|
239
|
WealthBridge Capital Management
Westerville,
Ohio
|
$20.2M
|
+$457K
|
+2,649
|
+2%
|
|
|
240
|
Courier Capital
Buffalo,
New York
|
$20.2M
|
-$7.08M
|
-41,033
|
-27%
|
|
|
241
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$20M
|
–
|
–
|
–
|
|
|
242
|
Fidelity Investments
Boston,
Massachusetts
|
$20M
|
-$1.26M
|
-7,276
|
-6%
|
|
|
243
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$20M
|
+$245K
|
+1,420
|
+1%
|
|
|
244
|
Wealthspire Advisors (New York)
New York
|
$19.6M
|
+$5.89M
|
+34,124
|
+46%
|
|
|
245
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$19.6M
|
-$2.62M
|
-15,169
|
-12%
|
|
|
246
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$19.6M
|
+$851K
|
+4,931
|
+5%
|
|
|
247
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$19.5M
|
-$180K
|
-1,045
|
-1%
|
|
|
248
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$19.1M
|
+$11.6M
|
+67,319
|
+177%
|
|
|
249
|
Advisor OS
Chicago,
Illinois
|
$19M
|
-$644K
|
-3,729
|
-3%
|
|
|
250
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$18.6M
|
+$784K
|
+4,541
|
+5%
|
|
