|
201
|
Family Wealth Partners
Matthews,
North Carolina
|
$10.3M
|
-$219K
|
-1,045
|
-2%
|
|
|
202
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.2M
|
+$207K
|
+989
|
+2%
|
|
|
203
|
Balance Wealth
Delaware,
Ohio
|
$10.1M
|
-$11M
|
-52,673
|
-52%
|
|
|
204
|
LMCG Investments
Boston,
Massachusetts
|
$10.1M
|
-$453K
|
-2,165
|
-4%
|
|
|
205
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.98M
|
+$9.48M
|
+45,256
|
+2,927%
|
|
|
206
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$9.94M
|
+$1.5M
|
+7,187
|
+18%
|
|
|
207
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$9.88M
|
+$78.5K
|
+375
|
+0.8%
|
|
|
208
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$9.84M
|
+$290K
|
+1,384
|
+3%
|
|
|
209
|
EP Wealth Advisors
Torrance,
California
|
$9.75M
|
+$9.64M
|
+46,055
|
New
|
|
|
210
|
Parallel Advisors
San Francisco,
California
|
$9.73M
|
-$129K
|
-616
|
-1%
|
|
|
211
|
AE Wealth Management
Topeka,
Kansas
|
$9.73M
|
+$448K
|
+2,141
|
+5%
|
|
|
212
|
Davenport & Co
Richmond,
Virginia
|
$9.71M
|
+$74.3K
|
+355
|
+0.8%
|
|
|
213
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.7M
|
-$176K
|
-842
|
-2%
|
|
|
214
|
Fifth Third Securities
Cincinnati,
Ohio
|
$9.69M
|
+$544K
|
+2,599
|
+6%
|
|
|
215
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$9.54M
|
+$133K
|
+633
|
+1%
|
|
|
216
|
Mayport LLC
Newton,
Massachusetts
|
$9.53M
|
+$639K
|
+3,050
|
+7%
|
|
|
217
|
Hegarty Advisors
Garden City,
New York
|
$9.49M
|
+$9.38M
|
+44,812
|
New
|
|
|
218
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$9.43M
|
+$1.52M
|
+7,237
|
+19%
|
|
|
219
|
Global Retirement Partners
San Rafael,
California
|
$9.43M
|
+$6.88M
|
+32,871
|
+282%
|
|
|
220
|
Quantinno Capital Management
New York
|
$9.41M
|
+$5.49M
|
+26,218
|
+144%
|
|
|
221
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$9.31M
|
+$164K
|
+784
|
+2%
|
|
|
222
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.27M
|
+$6.89M
|
+32,895
|
+303%
|
|
|
223
|
AllianceBernstein
Nashville,
Tennessee
|
$9.09M
|
-$26.4K
|
-126
|
-0.3%
|
|
|
224
|
Clayton Financial Group
St. Louis,
Missouri
|
$9.05M
|
+$2.01M
|
+9,581
|
+29%
|
|
|
225
|
Prosperity Planning
Kansas City,
Missouri
|
$8.97M
|
-$124K
|
-592
|
-1%
|
|
