|
201
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$4.67M
|
+$977K
|
+6,498
|
+19%
|
|
|
202
|
Waller Financial Planning Group
Columbus,
Ohio
|
$4.6M
|
+$2.16M
|
+14,352
|
+56%
|
|
|
203
|
HoyleCohen
San Diego,
California
|
$4.56M
|
-$729K
|
-4,852
|
-11%
|
|
|
204
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.55M
|
+$1.33M
|
+8,822
|
+29%
|
|
|
205
|
SVB Wealth
Boston,
Massachusetts
|
$4.5M
|
+$1.27M
|
+8,435
|
+28%
|
|
|
206
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$4.5M
|
+$5.85M
|
+38,948
|
New
|
|
|
207
|
William Blair & Company
Chicago,
Illinois
|
$4.49M
|
-$2.01M
|
-13,367
|
-26%
|
|
|
208
|
Black Diamond Financial
Towson,
Maryland
|
$4.46M
|
+$2.33M
|
+15,532
|
+67%
|
|
|
209
|
Lake Point Wealth Management
Rockwall,
Texas
|
$4.44M
|
-$666K
|
-4,430
|
-10%
|
|
|
210
|
Pure Financial Advisors
San Diego,
California
|
$4.41M
|
+$3.28M
|
+21,846
|
+133%
|
|
|
211
|
Cadence Bank
Tupelo,
Mississippi
|
$4.4M
|
+$4.51K
|
+30
|
+0.1%
|
|
|
212
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$4.32M
|
-$33.4K
|
-222
|
-0.6%
|
|
|
213
|
|
$4.32M
|
+$5.62M
|
+37,382
|
New
|
|
|
214
|
First Allied Advisory Services
San Diego,
California
|
$4.22M
|
-$186K
|
-1,238
|
-3%
|
|
|
215
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.21M
|
+$622K
|
+4,136
|
+13%
|
|
|
216
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$4.15M
|
+$205K
|
+1,362
|
+4%
|
|
|
217
|
Frisch Financial Group
Melville,
New York
|
$4.14M
|
-$169K
|
-1,123
|
-3%
|
|
|
218
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.12M
|
+$2.64M
|
+17,536
|
+96%
|
|
|
219
|
Oldfather Financial Services
Kearney,
Nebraska
|
$4.12M
|
+$767K
|
+5,107
|
+19%
|
|
|
220
|
NewFocus Financial Group
Vancouver,
Washington
|
$4.06M
|
+$4.36M
|
+29,010
|
+471%
|
|
|
221
|
Evercore Wealth Management
New York
|
$4.05M
|
-$332K
|
-2,208
|
-6%
|
|
|
222
|
Allworth Financial
Folsom,
California
|
$3.98M
|
+$4.21K
|
+28
|
+0.1%
|
|
|
223
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.96M
|
+$590K
|
+3,927
|
+13%
|
|
|
224
|
Manchester Capital Management
Manchester,
Vermont
|
$3.96M
|
-$1.37M
|
-9,086
|
-21%
|
|
|
225
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.91M
|
+$68.5K
|
+456
|
+1%
|
|
