|
126
|
ProVise Management Group
Clearwater,
Florida
|
$6.52M
|
-$185K
|
-7,215
|
-3%
|
|
|
127
|
Cresset Asset Management
Chicago,
Illinois
|
$6.49M
|
+$29.4K
|
+1,143
|
+0.5%
|
|
|
128
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$6.2M
|
-$610K
|
-23,757
|
-9%
|
|
|
129
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$6.03M
|
-$356K
|
-13,854
|
-6%
|
|
|
130
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$5.99M
|
–
|
–
|
–
|
|
|
131
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.97M
|
-$65.7K
|
-2,559
|
-1%
|
|
|
132
|
Per Stirling Capital Management
Austin,
Texas
|
$5.97M
|
+$110K
|
+4,275
|
+2%
|
|
|
133
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$5.94M
|
-$11.9K
|
-465
|
-0.2%
|
|
|
134
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.89M
|
-$132K
|
-5,127
|
-2%
|
|
|
135
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$5.86M
|
-$20.8K
|
-810
|
-0.4%
|
|
|
136
|
One Capital Management
Westlake Village,
California
|
$5.85M
|
-$226K
|
-8,793
|
-4%
|
|
|
137
|
Lowery Thomas LLC
Pebble Beach,
California
|
$5.84M
|
+$158K
|
+6,138
|
+3%
|
|
|
138
|
|
$5.79M
|
+$1.7M
|
+66,000
|
+44%
|
|
|
139
|
Conning Inc
Hartford,
Connecticut
|
$5.78M
|
–
|
–
|
–
|
|
|
140
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$5.75M
|
+$140K
|
+5,442
|
+3%
|
|
|
141
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.69M
|
-$386K
|
-15,045
|
-7%
|
|
|
142
|
Glassman Wealth Services
Vienna,
Virginia
|
$5.67M
|
+$76.8K
|
+2,988
|
+1%
|
|
|
143
|
Safeguard Financial
Minocqua,
Wisconsin
|
$5.62M
|
-$190K
|
-7,413
|
-3%
|
|
|
144
|
Curtis Advisory Group
Santa Barbara,
California
|
$5.5M
|
+$8.09K
|
+315
|
+0.2%
|
|
|
145
|
Waverly Advisors
Birmingham,
Alabama
|
$5.48M
|
+$86.6K
|
+3,372
|
+2%
|
|
|
146
|
Fidelity Investments
Boston,
Massachusetts
|
$5.38M
|
+$1.92M
|
+74,559
|
+59%
|
|
|
147
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$5.3M
|
-$31.3K
|
-1,218
|
-0.6%
|
|
|
148
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$5.26M
|
+$62K
|
+2,415
|
+1%
|
|
|
149
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$5.23M
|
+$145K
|
+5,637
|
+3%
|
|
|
150
|
Panoramic Investment Advisors
Denver,
Colorado
|
$5.21M
|
+$4.99M
|
+194,349
|
New
|
|
