|
176
|
Safeguard Financial
Minocqua,
Wisconsin
|
$9.91M
|
+$2.14M
|
+12,800
|
+26%
|
|
|
177
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$9.7M
|
+$2.28M
|
+13,655
|
+29%
|
|
|
178
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.46M
|
+$9.92M
|
+59,328
|
New
|
|
|
179
|
Moser Wealth Advisors
Bellevue,
Washington
|
$9.36M
|
+$134K
|
+802
|
+1%
|
|
|
180
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.36M
|
+$268K
|
+1,604
|
+3%
|
|
|
181
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$9.35M
|
+$3.65M
|
+21,860
|
+60%
|
|
|
182
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$9.33M
|
-$147K
|
-878
|
-1%
|
|
|
183
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.31M
|
-$2.14M
|
-12,776
|
-17%
|
|
|
184
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$9.25M
|
+$274K
|
+1,636
|
+3%
|
|
|
185
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$9.18M
|
+$582K
|
+3,480
|
+6%
|
|
|
186
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$9.01M
|
-$9.28M
|
-55,503
|
-50%
|
|
|
187
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$8.9M
|
+$121K
|
+725
|
+1%
|
|
|
188
|
William Blair & Company
Chicago,
Illinois
|
$8.85M
|
+$1.32M
|
+7,895
|
+17%
|
|
|
189
|
Old National Bancorp
Evansville,
Indiana
|
$8.85M
|
-$880K
|
-5,261
|
-9%
|
|
|
190
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$8.65M
|
–
|
–
|
–
|
|
|
191
|
Weinberger Asset Management
Los Angeles,
California
|
$8.6M
|
+$140K
|
+840
|
+2%
|
|
|
192
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.59M
|
-$11.9K
|
-71
|
-0.1%
|
|
|
193
|
Steward Partners Investment Advisory
New York
|
$8.59M
|
+$894K
|
+5,348
|
+11%
|
|
|
194
|
Estate Counselors
Thiensville,
Wisconsin
|
$8.53M
|
-$9.83M
|
-58,795
|
-52%
|
|
|
195
|
Wealthspire Advisors (New York)
New York
|
$8.35M
|
-$336K
|
-2,011
|
-4%
|
|
|
196
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$8.34M
|
-$769K
|
-4,599
|
-8%
|
|
|
197
|
M&T Bank
Buffalo,
New York
|
$8.33M
|
+$89.4K
|
+535
|
+1%
|
|
|
198
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.29M
|
-$2.24M
|
-13,378
|
-20%
|
|
|
199
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$8.29M
|
+$124K
|
+742
|
+1%
|
|
|
200
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.25M
|
+$275K
|
+1,647
|
+3%
|
|
