|
101
|
Guardian Financial Partners
Orange,
California
|
$16.3M
|
-$170K
|
-9,172
|
-1%
|
|
|
102
|
Parametric Portfolio Associates
Seattle,
Washington
|
$16.3M
|
+$555K
|
+29,864
|
+3%
|
|
|
103
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.3M
|
+$3.3M
|
+177,698
|
+25%
|
|
|
104
|
Boltwood Capital Management
Walnut Creek,
California
|
$16.2M
|
-$431K
|
-23,166
|
-3%
|
|
|
105
|
Leavell Investment Management
Mobile,
Alabama
|
$16.1M
|
+$575K
|
+30,940
|
+4%
|
|
|
106
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$16M
|
+$1.45M
|
+78,140
|
+10%
|
|
|
107
|
World Investment Advisors
Santa Barbara,
California
|
$15.9M
|
+$850K
|
+45,746
|
+6%
|
|
|
108
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$15.5M
|
+$795K
|
+42,760
|
+5%
|
|
|
109
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$15.4M
|
+$229K
|
+12,296
|
+1%
|
|
|
110
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$15.3M
|
+$619K
|
+33,280
|
+4%
|
|
|
111
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$15.2M
|
-$122K
|
-6,580
|
-0.8%
|
|
|
112
|
Appleton Partners
Boston,
Massachusetts
|
$14.8M
|
+$359K
|
+19,334
|
+2%
|
|
|
113
|
MML Investors Services
Springfield,
Massachusetts
|
$14.8M
|
+$86.1K
|
+4,632
|
+0.6%
|
|
|
114
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$14.7M
|
+$906K
|
+48,758
|
+6%
|
|
|
115
|
Financial Consulate
Hunt Valley,
Maryland
|
$14.4M
|
-$46.4K
|
-2,498
|
-0.3%
|
|
|
116
|
Private Advisor Group
Morristown,
New Jersey
|
$14.2M
|
-$320K
|
-17,222
|
-2%
|
|
|
117
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
-$1.18M
|
-63,474
|
-8%
|
|
|
118
|
WealthPLAN Partners
Omaha,
Nebraska
|
$14M
|
-$258K
|
-13,880
|
-2%
|
|
|
119
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$14M
|
+$15.3M
|
+821,070
|
New
|
|
|
120
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$14M
|
-$756K
|
-40,670
|
-5%
|
|
|
121
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$14M
|
+$369K
|
+19,826
|
+3%
|
|
|
122
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.9M
|
+$3.15M
|
+169,370
|
+29%
|
|
|
123
|
NFP Retirement Inc
Aliso Viejo,
California
|
$13.9M
|
+$144K
|
+7,756
|
+1%
|
|
|
124
|
Denver PWM
Denver,
Colorado
|
$13.7M
|
-$1.21M
|
-64,864
|
-8%
|
|
|
125
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$13.5M
|
-$148K
|
-7,976
|
-1%
|
|
