|
201
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$18.9M
|
–
|
–
|
–
|
|
|
202
|
D.J. St. Germain
Springfield,
Massachusetts
|
$18.6M
|
-$138K
|
-608
|
-0.8%
|
|
|
203
|
Financial Engines Advisors
Santa Clara,
California
|
$18.4M
|
+$1.51M
|
+6,633
|
+9%
|
|
|
204
|
Modera Wealth Management
Westwood,
New Jersey
|
$18.2M
|
+$247K
|
+1,086
|
+1%
|
|
|
205
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$18M
|
+$384K
|
+1,689
|
+2%
|
|
|
206
|
Merit Financial Group
Alpharetta,
Georgia
|
$18M
|
-$594K
|
-2,615
|
-3%
|
|
|
207
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$17.8M
|
+$1.51M
|
+6,648
|
+10%
|
|
|
208
|
Coldstream Capital Management
Bellevue,
Washington
|
$17.7M
|
-$293K
|
-1,289
|
-2%
|
|
|
209
|
AGF Management
Toronto,
Ontario, Canada
|
$17.6M
|
+$349K
|
+1,535
|
+2%
|
|
|
210
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$17.5M
|
+$66.3K
|
+292
|
+0.4%
|
|
|
211
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.3M
|
+$192K
|
+846
|
+1%
|
|
|
212
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$17.1M
|
+$10.5K
|
+46
|
+0.1%
|
|
|
213
|
DeDora Capital
Napa,
California
|
$17M
|
+$728K
|
+3,203
|
+5%
|
|
|
214
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$16.8M
|
+$157K
|
+691
|
+1%
|
|
|
215
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$16.7M
|
-$2.41M
|
-10,600
|
-13%
|
|
|
216
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.7M
|
-$455K
|
-2,002
|
-3%
|
|
|
217
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$16.6M
|
+$132K
|
+581
|
+0.8%
|
|
|
218
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$16.6M
|
+$1.84M
|
+8,084
|
+13%
|
|
|
219
|
Cadence Bank
Tupelo,
Mississippi
|
$16.5M
|
+$274K
|
+1,207
|
+2%
|
|
|
220
|
Koshinski Asset Management
Decatur,
Illinois
|
$16.5M
|
+$649K
|
+2,855
|
+4%
|
|
|
221
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$16.4M
|
-$376K
|
-1,656
|
-2%
|
|
|
222
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.4M
|
-$42K
|
-185
|
-0.3%
|
|
|
223
|
SAM Advisors
Oakhurst,
California
|
$16.4M
|
-$172K
|
-757
|
-1%
|
|
|
224
|
Glenview Trust
Louisville,
Kentucky
|
$16.3M
|
+$345K
|
+1,518
|
+2%
|
|
|
225
|
Summit Financial
Parsippany,
New Jersey
|
$16.3M
|
+$2.58M
|
+11,354
|
+20%
|
|
