|
401
|
Rockefeller Capital Management
New York
|
$17.1M
|
+$1.56M
|
+18,342
|
+10%
|
|
|
402
|
SK Wealth Management
Providence,
Rhode Island
|
$17M
|
+$7.65M
|
+89,717
|
+93%
|
|
|
403
|
Tortoise Investment Management
White Plains,
New York
|
$16.7M
|
-$445K
|
-5,220
|
-3%
|
|
|
404
|
SkyOak Wealth
Southfield,
Michigan
|
$16.7M
|
-$136K
|
-1,590
|
-0.8%
|
|
|
405
|
William Blair & Company
Chicago,
Illinois
|
$16.6M
|
+$562K
|
+6,591
|
+4%
|
|
|
406
|
Fortitude Financial
Spokane,
Washington
|
$16.5M
|
-$2.02M
|
-23,619
|
-11%
|
|
|
407
|
Trajan Wealth
Scottsdale,
Arizona
|
$16.4M
|
+$10.9M
|
+127,607
|
+214%
|
|
|
408
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$16.4M
|
-$286K
|
-3,356
|
-2%
|
|
|
409
|
Valmark Advisers
Akron,
Ohio
|
$16.3M
|
+$795K
|
+9,321
|
+5%
|
|
|
410
|
Brio Consultants
San Francisco,
California
|
$16.2M
|
+$2.76M
|
+32,293
|
+21%
|
|
|
411
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$16.1M
|
-$14.1K
|
-165
|
-0.1%
|
|
|
412
|
Integrity Advisory Solutions
Dallas,
Texas
|
$16.1M
|
+$3.47M
|
+40,666
|
+29%
|
|
|
413
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$16M
|
-$57.5K
|
-674
|
-0.4%
|
|
|
414
|
Advyzon Investment Management
Lisle,
Illinois
|
$15.9M
|
+$2.58M
|
+30,247
|
+20%
|
|
|
415
|
ARWA LLC
Fort Worth,
Texas
|
$15.8M
|
-$2.23M
|
-26,107
|
-13%
|
|
|
416
|
Advisory Services Network
Atlanta,
Georgia
|
$15.8M
|
+$142K
|
+1,667
|
+0.9%
|
|
|
417
|
Chatterton & Associates
Anaheim,
California
|
$15.7M
|
+$7.21M
|
+84,486
|
+91%
|
|
|
418
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$15.6M
|
-$397K
|
-4,650
|
-3%
|
|
|
419
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$15.6M
|
+$8.75M
|
+102,565
|
+137%
|
|
|
420
|
VisionPoint Advisory Group
Dallas,
Texas
|
$15.6M
|
+$6.21M
|
+72,757
|
+70%
|
|
|
421
|
Pure Financial Advisors
San Diego,
California
|
$15.5M
|
+$4.7M
|
+55,133
|
+46%
|
|
|
422
|
United Asset Strategies
Garden City,
New York
|
$15.4M
|
-$263K
|
-3,083
|
-2%
|
|
|
423
|
Meridian Wealth Management
Lexington,
Kentucky
|
$15.4M
|
-$457K
|
-5,354
|
-3%
|
|
|
424
|
Paladin Wealth
Arden Hills,
Minnesota
|
$15.3M
|
+$1.62M
|
+19,031
|
+12%
|
|
|
425
|
CSM Advisors
Warrendale,
Pennsylvania
|
$15.3M
|
–
|
–
|
–
|
|
