|
201
|
Franklin Resources
San Mateo,
California
|
$3.5M
|
-$139K
|
-1,201
|
-4%
|
|
|
202
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.49M
|
+$983K
|
+8,472
|
+39%
|
|
|
203
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$3.48M
|
+$3.47M
|
+29,883
|
New
|
|
|
204
|
Insight Wealth Strategies
San Ramon,
California
|
$3.42M
|
+$2.24M
|
+19,300
|
+191%
|
|
|
205
|
HM Payson & Co
Portland,
Maine
|
$3.33M
|
+$49.1K
|
+423
|
+1%
|
|
|
206
|
Oppenheimer & Co
New York
|
$3.29M
|
-$397K
|
-3,419
|
-11%
|
|
|
207
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$3.23M
|
-$4.41K
|
-38
|
-0.1%
|
|
|
208
|
Steward Partners Investment Advisory
New York
|
$3.1M
|
+$62.6K
|
+539
|
+2%
|
|
|
209
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.08M
|
-$171K
|
-1,473
|
-5%
|
|
|
210
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.08M
|
+$100K
|
+862
|
+3%
|
|
|
211
|
Northwest Wealth Management
Spencer,
Iowa
|
$3.07M
|
-$583K
|
-5,026
|
-16%
|
|
|
212
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$3.06M
|
–
|
–
|
–
|
|
|
213
|
SigFig Wealth Management
San Francisco,
California
|
$3.05M
|
-$145K
|
-1,247
|
-5%
|
|
|
214
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.03M
|
-$239K
|
-2,062
|
-7%
|
|
|
215
|
Aviance Capital Partners
Naples,
Florida
|
$3M
|
+$318K
|
+2,741
|
+12%
|
|
|
216
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$3M
|
+$1.1M
|
+9,450
|
+58%
|
|
|
217
|
Garner Asset Management Corp
Plano,
Texas
|
$2.91M
|
+$1.39K
|
+12
|
+0%
|
|
|
218
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.9M
|
+$11.8K
|
+102
|
+0.4%
|
|
|
219
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.87M
|
+$347K
|
+2,993
|
+14%
|
|
|
220
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.85M
|
-$1.13M
|
-9,761
|
-28%
|
|
|
221
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.84M
|
-$52.9K
|
-456
|
-2%
|
|
|
222
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.82M
|
-$765K
|
-6,594
|
-21%
|
|
|
223
|
Conning Inc
Hartford,
Connecticut
|
$2.78M
|
+$25.4K
|
+219
|
+0.9%
|
|
|
224
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$2.77M
|
–
|
–
|
–
|
|
|
225
|
Neuberger Berman Group
New York
|
$2.76M
|
-$535K
|
-4,607
|
-16%
|
|
