|
201
|
Nvest Wealth Strategies
Powell,
Ohio
|
$21M
|
+$365K
|
+11,005
|
+2%
|
|
|
202
|
Code Waechter
Tampa,
Florida
|
$20.7M
|
+$628K
|
+18,946
|
+3%
|
|
|
203
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$20.5M
|
+$1.24M
|
+37,562
|
+7%
|
|
|
204
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$20.3M
|
-$1.83M
|
-55,331
|
-8%
|
|
|
205
|
Bogart Wealth LLC
Mclean,
Virginia
|
$20.3M
|
-$81.5K
|
-2,459
|
-0.4%
|
|
|
206
|
Cary Street Partners
Richmond,
Virginia
|
$20.3M
|
+$75.7K
|
+2,284
|
+0.4%
|
|
|
207
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$20.3M
|
+$273K
|
+8,231
|
+1%
|
|
|
208
|
Fidelity Investments
Boston,
Massachusetts
|
$20.2M
|
+$94.3K
|
+2,845
|
+0.5%
|
|
|
209
|
Clark Wealth Partners
O'fallon,
Illinois
|
$20.1M
|
+$460K
|
+13,883
|
+2%
|
|
|
210
|
James J. Burns & Company
Melville,
New York
|
$19.9M
|
-$302K
|
-9,107
|
-2%
|
|
|
211
|
Payne Capital Management
New York
|
$19.7M
|
+$609K
|
+18,365
|
+3%
|
|
|
212
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$19.6M
|
+$229K
|
+6,911
|
+1%
|
|
|
213
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$19.4M
|
-$1.13M
|
-34,250
|
-6%
|
|
|
214
|
Weinberger Asset Management
Los Angeles,
California
|
$19.1M
|
+$220K
|
+6,634
|
+1%
|
|
|
215
|
Kickstand Ventures
Pittsford,
New York
|
$19.1M
|
+$8.98M
|
+271,022
|
+93%
|
|
|
216
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$19M
|
+$1.17M
|
+35,450
|
+7%
|
|
|
217
|
Keystone Global Partners
Denver,
Colorado
|
$19M
|
+$1.67M
|
+50,518
|
+10%
|
|
|
218
|
Oasis Advisors
Forest City,
Iowa
|
$19M
|
-$5.21M
|
-157,084
|
-22%
|
|
|
219
|
Team Financial Group
Temecula,
California
|
$18.9M
|
+$1.35M
|
+40,659
|
+8%
|
|
|
220
|
US Bancorp
Minneapolis,
Minnesota
|
$18.7M
|
-$10.4K
|
-314
|
-0.1%
|
|
|
221
|
Advisory Services Network
Atlanta,
Georgia
|
$18.6M
|
-$117K
|
-3,524
|
-0.6%
|
|
|
222
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$18.6M
|
-$2.52M
|
-76,153
|
-12%
|
|
|
223
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$18.5M
|
+$485K
|
+14,633
|
+3%
|
|
|
224
|
J.W. Cole Advisors
Tampa,
Florida
|
$18.4M
|
+$18M
|
+543,703
|
New
|
|
|
225
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$18.3M
|
+$448K
|
+13,509
|
+3%
|
|
