|
201
|
Navigation Group
Redwood City,
California
|
$15M
|
-$51.7K
|
-1,043
|
-0.3%
|
|
|
202
|
Partners in Financial Planning
Salem,
Virginia
|
$14.7M
|
+$56.1K
|
+1,132
|
+0.4%
|
|
|
203
|
Sage Advisory Services
Austin,
Texas
|
$14.6M
|
+$345K
|
+6,963
|
+2%
|
|
|
204
|
Cascade Financial Partners
San Diego,
California
|
$14.6M
|
-$5.95K
|
-120
|
-0%
|
|
|
205
|
O'Connor Financial Group
Quincy,
Illinois
|
$14.4M
|
-$262K
|
-5,276
|
-2%
|
|
|
206
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14.4M
|
+$2.28M
|
+45,994
|
+19%
|
|
|
207
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$14.4M
|
-$641K
|
-12,931
|
-4%
|
|
|
208
|
Tortoise Investment Management
White Plains,
New York
|
$14.3M
|
+$380K
|
+7,664
|
+3%
|
|
|
209
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$14.2M
|
+$133K
|
+2,682
|
+1%
|
|
|
210
|
Dorval Corp
Maple Grove,
Minnesota
|
$14.2M
|
+$158K
|
+3,188
|
+1%
|
|
|
211
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$14.1M
|
+$894K
|
+18,032
|
+7%
|
|
|
212
|
Harbour Investments
Madison,
Wisconsin
|
$14M
|
-$1.61M
|
-32,527
|
-11%
|
|
|
213
|
Waller Financial Planning Group
Columbus,
Ohio
|
$13.9M
|
-$221K
|
-4,451
|
-2%
|
|
|
214
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$13.9M
|
+$800K
|
+16,130
|
+6%
|
|
|
215
|
Convergence Financial
Columbia,
Missouri
|
$13.9M
|
+$5.38M
|
+108,443
|
+65%
|
|
|
216
|
Boltwood Capital Management
Walnut Creek,
California
|
$13.8M
|
-$60.7K
|
-1,225
|
-0.4%
|
|
|
217
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$13.7M
|
-$921K
|
-18,580
|
-6%
|
|
|
218
|
Verus Capital Partners
Scottsdale,
Arizona
|
$13.7M
|
+$3.88M
|
+78,200
|
+41%
|
|
|
219
|
Fort Point Capital Partners
San Francisco,
California
|
$13.5M
|
+$2.34M
|
+47,278
|
+21%
|
|
|
220
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$13.1M
|
-$605K
|
-12,200
|
-4%
|
|
|
221
|
Matthew Hamilton Rosenberg
|
$13.1M
|
+$1.1M
|
+22,221
|
+9%
|
|
|
222
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.1M
|
+$2.69M
|
+54,300
|
+26%
|
|
|
223
|
Quantinno Capital Management
New York
|
$13M
|
+$1.44M
|
+29,031
|
+13%
|
|
|
224
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$13M
|
+$917K
|
+18,489
|
+8%
|
|
|
225
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$13M
|
-$708K
|
-14,287
|
-5%
|
|
