|
126
|
University of Maryland Foundation
Adelphi,
Maryland
|
$14.5M
|
–
|
–
|
–
|
|
|
127
|
Fidelity Investments
Boston,
Massachusetts
|
$14.5M
|
+$117K
|
+699
|
+0.8%
|
|
|
128
|
Citadel Advisors
Miami,
Florida
|
$14.5M
|
+$13.1M
|
+78,274
|
+628%
|
|
|
129
|
Partners in Financial Planning
Salem,
Virginia
|
$14.4M
|
+$693K
|
+4,147
|
+5%
|
|
|
130
|
Checchi Capital Advisers
Beverly Hills,
California
|
$14M
|
+$5.96M
|
+35,629
|
+68%
|
|
|
131
|
Avantax Advisory Services
Dallas,
Texas
|
$13.7M
|
+$1.6M
|
+9,589
|
+13%
|
|
|
132
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$13.3M
|
+$74.9K
|
+448
|
+0.5%
|
|
|
133
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.3M
|
+$281K
|
+1,682
|
+2%
|
|
|
134
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.2M
|
+$625K
|
+3,739
|
+5%
|
|
|
135
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$13.1M
|
-$1.62M
|
-9,705
|
-11%
|
|
|
136
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13M
|
+$5.75M
|
+34,416
|
+73%
|
|
|
137
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.9M
|
+$288K
|
+1,725
|
+2%
|
|
|
138
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$12.9M
|
-$111K
|
-662
|
-0.8%
|
|
|
139
|
Community Financial Services Group
Newport,
Vermont
|
$12.9M
|
+$13.5M
|
+80,576
|
New
|
|
|
140
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$12.8M
|
+$539K
|
+3,221
|
+4%
|
|
|
141
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.7M
|
+$999K
|
+5,976
|
+8%
|
|
|
142
|
Ancora Advisors
Cleveland,
Ohio
|
$12.7M
|
-$84.1K
|
-503
|
-0.6%
|
|
|
143
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$12.5M
|
+$25.1K
|
+150
|
+0.2%
|
|
|
144
|
Bartlett & Co
Cincinnati,
Ohio
|
$12.5M
|
+$25.1K
|
+150
|
+0.2%
|
|
|
145
|
Relative Value Partners Group
|
$12.5M
|
-$4.64M
|
-27,738
|
-26%
|
|
|
146
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$12.3M
|
+$526K
|
+3,147
|
+4%
|
|
|
147
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$12.3M
|
+$137K
|
+821
|
+1%
|
|
|
148
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$12.1M
|
-$616K
|
-3,682
|
-5%
|
|
|
149
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12M
|
-$63.2K
|
-378
|
-0.5%
|
|
|
150
|
BBJS Financial Advisors
Seattle,
Washington
|
$12M
|
+$845K
|
+5,055
|
+7%
|
|
