|
176
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.3M
|
+$235K
|
+9,032
|
+2%
|
|
|
177
|
Meridian Wealth Management
Lexington,
Kentucky
|
$12.3M
|
-$478K
|
-18,345
|
-4%
|
|
|
178
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$12.1M
|
-$155K
|
-5,945
|
-1%
|
|
|
179
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$11.8M
|
-$207K
|
-7,957
|
-2%
|
|
|
180
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$11.8M
|
–
|
–
|
–
|
|
|
181
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$11.7M
|
-$114K
|
-4,367
|
-1%
|
|
|
182
|
Liberty Capital Management
Birmingham,
Michigan
|
$11.7M
|
+$518K
|
+19,898
|
+5%
|
|
|
183
|
|
$11.6M
|
+$56K
|
+2,153
|
+0.5%
|
|
|
184
|
Everhart Financial Group
Dublin,
Ohio
|
$11.2M
|
-$677K
|
-25,994
|
-6%
|
|
|
185
|
Vestwell Advisors
New York
|
$10.9M
|
–
|
–
|
–
|
|
|
186
|
Northern Trust
Chicago,
Illinois
|
$10.9M
|
+$1.36M
|
+52,323
|
+14%
|
|
|
187
|
Five Oceans Advisors
Santa Monica,
California
|
$10.8M
|
-$9.21K
|
-354
|
-0.1%
|
|
|
188
|
Kestra Advisory Services
Austin,
Texas
|
$10.7M
|
+$1.45M
|
+55,588
|
+16%
|
|
|
189
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.7M
|
-$230K
|
-8,836
|
-2%
|
|
|
190
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.7M
|
-$230K
|
-8,836
|
-2%
|
|
|
191
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$10.7M
|
-$169K
|
-6,490
|
-2%
|
|
|
192
|
Apriem Advisors
Irvine,
California
|
$10.6M
|
-$197K
|
-7,559
|
-2%
|
|
|
193
|
Destination Wealth Management
Walnut Creek,
California
|
$10.6M
|
+$3.94M
|
+151,217
|
+60%
|
|
|
194
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.5M
|
-$95.2K
|
-3,656
|
-0.9%
|
|
|
195
|
Downshift Financial
Boulder,
Colorado
|
$10.4M
|
+$10.4M
|
+399,432
|
New
|
|
|
196
|
SRH Advisors
Salina,
Kansas
|
$10.4M
|
+$198K
|
+7,622
|
+2%
|
|
|
197
|
Charles Schwab
San Francisco,
California
|
$10.4M
|
-$449K
|
-17,266
|
-4%
|
|
|
198
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$10.2M
|
+$312K
|
+11,986
|
+3%
|
|
|
199
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$10.2M
|
-$593K
|
-22,774
|
-6%
|
|
|
200
|
Fiduciary Trust
Boston,
Massachusetts
|
$9.85M
|
-$3.12K
|
-120
|
-0%
|
|
