|
151
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$22.9M
|
+$890K
|
+34,434
|
+4%
|
|
|
152
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$22.6M
|
+$896K
|
+34,701
|
+4%
|
|
|
153
|
Financial Insights
Tacoma,
Washington
|
$22.5M
|
-$1.05M
|
-40,461
|
-5%
|
|
|
154
|
Koshinski Asset Management
Decatur,
Illinois
|
$22.2M
|
-$1.09M
|
-42,333
|
-5%
|
|
|
155
|
Halpern Financial
Ashburn,
Virginia
|
$22.1M
|
-$141K
|
-5,463
|
-0.6%
|
|
|
156
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$22.1M
|
-$4M
|
-154,746
|
-16%
|
|
|
157
|
Mercer Global Advisors
Denver,
Colorado
|
$22.1M
|
-$608K
|
-23,517
|
-3%
|
|
|
158
|
TD Private Client Wealth
New York
|
$21.8M
|
-$47K
|
-1,821
|
-0.2%
|
|
|
159
|
Presidio Capital Management
San Diego,
California
|
$21.6M
|
+$7.1M
|
+274,818
|
+52%
|
|
|
160
|
Rezny Wealth Management
Fort Myers,
Florida
|
$21.6M
|
-$21.4M
|
-826,539
|
Closed
|
|
|
161
|
Park Avenue Securities
New York
|
$21.5M
|
+$600K
|
+23,241
|
+3%
|
|
|
162
|
TrinityPoint Wealth
Milford,
Connecticut
|
$21.1M
|
+$1.32M
|
+51,285
|
+7%
|
|
|
163
|
MAI Capital Management
Independence,
Ohio
|
$21M
|
+$1.11M
|
+42,804
|
+6%
|
|
|
164
|
Financial Consulate
Hunt Valley,
Maryland
|
$20.7M
|
+$157K
|
+6,084
|
+0.8%
|
|
|
165
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$20.6M
|
+$391K
|
+15,141
|
+2%
|
|
|
166
|
Capital Advantage
Walnut Creek,
California
|
$20.5M
|
+$785K
|
+30,387
|
+4%
|
|
|
167
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$20.5M
|
+$19.2M
|
+744,438
|
+3,991%
|
|
|
168
|
Clifford Group
Wayland,
Massachusetts
|
$20.5M
|
+$556K
|
+21,513
|
+3%
|
|
|
169
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$20.4M
|
+$19.6M
|
+758,190
|
New
|
|
|
170
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$20.1M
|
+$116K
|
+4,479
|
+0.6%
|
|
|
171
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$19.9M
|
+$729K
|
+28,218
|
+4%
|
|
|
172
|
American Trust
Lexington,
Kentucky
|
$19.5M
|
-$19.7M
|
-761,919
|
-51%
|
|
|
173
|
Berkeley Inc
Boise,
Idaho
|
$19.4M
|
+$351K
|
+13,572
|
+2%
|
|
|
174
|
Manning & Napier Group
Fairport,
New York
|
$19.3M
|
–
|
–
|
–
|
|
|
175
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$19.2M
|
-$3.93M
|
-152,253
|
-18%
|
|
