|
101
|
Leavell Investment Management
Mobile,
Alabama
|
$13.1M
|
+$621K
|
+36,822
|
+5%
|
|
|
102
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$13.1M
|
+$1.13M
|
+67,080
|
+10%
|
|
|
103
|
Appleton Partners
Boston,
Massachusetts
|
$13M
|
+$98.7K
|
+5,854
|
+0.8%
|
|
|
104
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.9M
|
+$259K
|
+15,346
|
+2%
|
|
|
105
|
MML Investors Services
Springfield,
Massachusetts
|
$12.8M
|
-$2.14M
|
-126,814
|
-15%
|
|
|
106
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$12.8M
|
+$481K
|
+28,552
|
+4%
|
|
|
107
|
GHP Investment Advisors
Denver,
Colorado
|
$12.8M
|
+$160K
|
+9,460
|
+1%
|
|
|
108
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$12.7M
|
+$16.9K
|
+1,004
|
+0.1%
|
|
|
109
|
WealthPLAN Partners
Omaha,
Nebraska
|
$12.7M
|
+$586K
|
+34,744
|
+5%
|
|
|
110
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$12.5M
|
+$534K
|
+31,650
|
+5%
|
|
|
111
|
Denver PWM
Denver,
Colorado
|
$12.3M
|
+$139K
|
+8,238
|
+1%
|
|
|
112
|
Financial Consulate
Hunt Valley,
Maryland
|
$12.2M
|
+$24.6K
|
+1,460
|
+0.2%
|
|
|
113
|
Bristlecone Advisors
Bellevue,
Washington
|
$12.1M
|
+$774K
|
+45,908
|
+7%
|
|
|
114
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
-$1.2M
|
-71,252
|
-10%
|
|
|
115
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.9M
|
-$116K
|
-6,878
|
-1%
|
|
|
116
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$11.8M
|
+$201K
|
+11,920
|
+2%
|
|
|
117
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11.7M
|
-$87.8K
|
-5,208
|
-0.8%
|
|
|
118
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.7M
|
+$451K
|
+26,744
|
+4%
|
|
|
119
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$11.6M
|
-$135K
|
-8,000
|
-1%
|
|
|
120
|
Blue Square Asset Management
New York
|
$11.5M
|
+$3M
|
+177,628
|
+38%
|
|
|
121
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.5M
|
-$13.2K
|
-782
|
-0.1%
|
|
|
122
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.5M
|
+$1.22M
|
+72,320
|
+13%
|
|
|
123
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$11.3M
|
+$225K
|
+13,320
|
+2%
|
|
|
124
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$11.3M
|
+$110K
|
+6,498
|
+1%
|
|
|
125
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.2M
|
+$3.2M
|
+190,014
|
+44%
|
|
