|
226
|
TPG Advisors
Northfield,
Illinois
|
$13.7M
|
+$132K
|
+5,192
|
+0.9%
|
|
|
227
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$13.5M
|
+$354K
|
+13,912
|
+3%
|
|
|
228
|
Bank of New York Mellon
New York
|
$13M
|
+$2.08M
|
+81,754
|
+18%
|
|
|
229
|
Creekside Partners
Petaluma,
California
|
$13M
|
-$617K
|
-24,251
|
-4%
|
|
|
230
|
Leeward Financial Partners
Bellevue,
Washington
|
$12.9M
|
-$324K
|
-12,733
|
-2%
|
|
|
231
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$12.8M
|
-$173K
|
-6,813
|
-1%
|
|
|
232
|
Oppenheimer & Co
New York
|
$12.8M
|
+$1.21M
|
+47,711
|
+10%
|
|
|
233
|
Investment Planning Advisors
Cumming,
Georgia
|
$12.7M
|
+$4.98M
|
+195,797
|
+61%
|
|
|
234
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$12.6M
|
+$1.5M
|
+58,917
|
+13%
|
|
|
235
|
White & Co Financial Planning
Sunnyside,
Washington
|
$12.6M
|
-$314K
|
-12,354
|
-2%
|
|
|
236
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$12.6M
|
+$311K
|
+12,207
|
+2%
|
|
|
237
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.5M
|
+$83.1K
|
+3,267
|
+0.6%
|
|
|
238
|
Gleason Group
Prospect,
Kentucky
|
$12.5M
|
+$6.41K
|
+252
|
+0.1%
|
|
|
239
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.4M
|
-$108K
|
-4,227
|
-0.8%
|
|
|
240
|
Focus Financial Network
Minneapolis,
Minnesota
|
$12.2M
|
+$369K
|
+14,513
|
+3%
|
|
|
241
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$12.1M
|
-$432K
|
-17,001
|
-3%
|
|
|
242
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$12.1M
|
-$3.77K
|
-148
|
-0%
|
|
|
243
|
Livet Wealth
Salt Lake City,
Utah
|
$11.9M
|
-$142K
|
-5,567
|
-1%
|
|
|
244
|
Roberts Wealth Advisors
Palo Alto,
California
|
$11.8M
|
+$878K
|
+34,504
|
+8%
|
|
|
245
|
Conquis Financial
Milbrae,
California
|
$11.7M
|
+$152K
|
+5,991
|
+1%
|
|
|
246
|
Seros Financial
Tempe,
Arizona
|
$11.6M
|
-$114K
|
-4,472
|
-0.9%
|
|
|
247
|
Capital Advantage
Walnut Creek,
California
|
$11.6M
|
+$869K
|
+34,150
|
+8%
|
|
|
248
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.5M
|
+$4.35M
|
+170,962
|
+58%
|
|
|
249
|
Compass Advisory Group
Melville,
New York
|
$11.5M
|
+$1.43M
|
+56,319
|
+14%
|
|
|
250
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.4M
|
+$4.38M
|
+172,278
|
+59%
|
|
