|
101
|
Curi Wealth Management
Raleigh,
North Carolina
|
$17.2M
|
-$2.04M
|
-115,356
|
-10%
|
|
|
102
|
Savant Capital
Rockford,
Illinois
|
$17.2M
|
+$567K
|
+32,114
|
+3%
|
|
|
103
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$17.1M
|
+$431K
|
+24,400
|
+2%
|
|
|
104
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$16.9M
|
+$1.09M
|
+61,892
|
+7%
|
|
|
105
|
Bangor Savings Bank
Bangor,
Maine
|
$16.7M
|
-$287K
|
-16,224
|
-2%
|
|
|
106
|
US Bancorp
Minneapolis,
Minnesota
|
$16.6M
|
+$957K
|
+54,168
|
+6%
|
|
|
107
|
Red Tortoise LLC
Atlanta,
Georgia
|
$16.4M
|
-$210K
|
-11,916
|
-1%
|
|
|
108
|
North Star Asset Management
Neenah,
Wisconsin
|
$16.3M
|
-$317K
|
-17,938
|
-2%
|
|
|
109
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$16.2M
|
+$195K
|
+11,012
|
+1%
|
|
|
110
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16.1M
|
-$19.1M
|
-1,080,132
|
-53%
|
|
|
111
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16.1M
|
+$490K
|
+27,758
|
+3%
|
|
|
112
|
Garde Capital
Seattle,
Washington
|
$16M
|
-$194K
|
-10,990
|
-1%
|
|
|
113
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$15.8M
|
-$117K
|
-6,626
|
-0.7%
|
|
|
114
|
SWS Partners
Columbus,
Ohio
|
$15.7M
|
+$650K
|
+36,802
|
+4%
|
|
|
115
|
MML Investors Services
Springfield,
Massachusetts
|
$15.6M
|
+$2.15M
|
+121,870
|
+15%
|
|
|
116
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.5M
|
+$953K
|
+53,942
|
+6%
|
|
|
117
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$15.3M
|
-$466K
|
-26,402
|
-3%
|
|
|
118
|
Fort Point Capital Partners
San Francisco,
California
|
$15.3M
|
+$7.91M
|
+447,800
|
+99%
|
|
|
119
|
BCWM LLC
Overland Park,
Kansas
|
$15.3M
|
-$1.53M
|
-86,802
|
-9%
|
|
|
120
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.2M
|
+$334K
|
+18,918
|
+2%
|
|
|
121
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$15M
|
+$216K
|
+12,234
|
+1%
|
|
|
122
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.3M
|
+$3.78M
|
+214,164
|
+34%
|
|
|
123
|
Appleton Partners
Boston,
Massachusetts
|
$14.3M
|
+$308K
|
+17,452
|
+2%
|
|
|
124
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$14M
|
-$1.08M
|
-61,312
|
-7%
|
|
|
125
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.9M
|
+$4.64M
|
+262,564
|
+47%
|
|
