|
126
|
Atria Investments
Charlotte,
North Carolina
|
$13.5M
|
-$235K
|
-15,064
|
-2%
|
|
|
127
|
Appleton Partners
Boston,
Massachusetts
|
$13.3M
|
+$12.1K
|
+772
|
+0.1%
|
|
|
128
|
Planning Alternatives
Birmingham,
Michigan
|
$13.3M
|
-$1.02M
|
-65,146
|
-7%
|
|
|
129
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.2M
|
+$5.43M
|
+347,634
|
+74%
|
|
|
130
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.2M
|
-$11.2M
|
-715,228
|
-47%
|
|
|
131
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$12.8M
|
+$235K
|
+15,032
|
+2%
|
|
|
132
|
MYeCFO
La Jolla,
California
|
$12.7M
|
+$12.3M
|
+785,756
|
New
|
|
|
133
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.3M
|
+$141K
|
+9,046
|
+1%
|
|
|
134
|
Guardian Financial Partners
Orange,
California
|
$12.2M
|
-$577K
|
-36,968
|
-5%
|
|
|
135
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$12.1M
|
-$65.9K
|
-4,220
|
-0.6%
|
|
|
136
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.1M
|
-$6.09M
|
-389,752
|
-34%
|
|
|
137
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.8M
|
+$3.67M
|
+234,746
|
+47%
|
|
|
138
|
Bristlecone Advisors
Bellevue,
Washington
|
$11.7M
|
-$33.1K
|
-2,122
|
-0.3%
|
|
|
139
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.6M
|
-$1.4M
|
-89,444
|
-11%
|
|
|
140
|
Burleson & Co
Petaluma,
California
|
$11.5M
|
–
|
–
|
–
|
|
|
141
|
MML Investors Services
Springfield,
Massachusetts
|
$11.5M
|
-$633K
|
-40,562
|
-5%
|
|
|
142
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$11.4M
|
-$487K
|
-31,164
|
-4%
|
|
|
143
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$11.2M
|
-$51.9K
|
-3,326
|
-0.5%
|
|
|
144
|
Denver PWM
Denver,
Colorado
|
$11.2M
|
-$329K
|
-21,050
|
-3%
|
|
|
145
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$11M
|
-$669K
|
-42,840
|
-6%
|
|
|
146
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11M
|
+$5.76M
|
+368,986
|
+118%
|
|
|
147
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$10.8M
|
+$269K
|
+17,238
|
+3%
|
|
|
148
|
Financial Advisory Group
Houston,
Texas
|
$10.7M
|
+$4.62M
|
+295,844
|
+80%
|
|
|
149
|
Appleton Group
Appleton,
Wisconsin
|
$10.7M
|
+$10.3M
|
+662,288
|
New
|
|
|
150
|
EWG Elevate
Roseville,
California
|
$10.5M
|
+$233K
|
+14,910
|
+2%
|
|
