|
201
|
Joel Isaacson & Co
New York
|
$10.7M
|
-$336K
|
-1,505
|
-3%
|
|
|
202
|
Balance Wealth
Delaware,
Ohio
|
$10.7M
|
+$295K
|
+1,320
|
+3%
|
|
|
203
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$10.6M
|
+$10.9M
|
+48,906
|
New
|
|
|
204
|
Mayport LLC
Newton,
Massachusetts
|
$10.5M
|
+$709K
|
+3,173
|
+7%
|
|
|
205
|
Cardiff Park Advisors
Carlsbad,
California
|
$10.4M
|
+$509K
|
+2,275
|
+5%
|
|
|
206
|
Fifth Third Securities
Cincinnati,
Ohio
|
$10.4M
|
+$459K
|
+2,055
|
+4%
|
|
|
207
|
Family Wealth Partners
Matthews,
North Carolina
|
$10.3M
|
-$205K
|
-916
|
-2%
|
|
|
208
|
Davenport & Co
Richmond,
Virginia
|
$10.3M
|
+$326K
|
+1,459
|
+3%
|
|
|
209
|
AE Wealth Management
Topeka,
Kansas
|
$10.2M
|
+$243K
|
+1,085
|
+2%
|
|
|
210
|
Inlight Wealth Management
Atlanta,
Georgia
|
$10.2M
|
+$2.86M
|
+12,777
|
+37%
|
|
|
211
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$10.2M
|
+$398K
|
+1,779
|
+4%
|
|
|
212
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.2M
|
-$2.01K
|
-9
|
-0%
|
|
|
213
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$10.2M
|
+$25.5K
|
+114
|
+0.2%
|
|
|
214
|
LMCG Investments
Boston,
Massachusetts
|
$10.1M
|
-$232K
|
-1,036
|
-2%
|
|
|
215
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$10.1M
|
+$419K
|
+1,875
|
+4%
|
|
|
216
|
Oath Planning
Tulsa,
Oklahoma
|
$10.1M
|
+$1.92M
|
+8,604
|
+23%
|
|
|
217
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$10M
|
-$1.64M
|
-7,340
|
-14%
|
|
|
218
|
Old National Bancorp
Evansville,
Indiana
|
$9.97M
|
+$1.52M
|
+6,807
|
+17%
|
|
|
219
|
Kestra Private Wealth Services
Austin,
Texas
|
$9.96M
|
-$564K
|
-2,522
|
-5%
|
|
|
220
|
Advisory Alpha
Holland,
Michigan
|
$9.95M
|
+$2.92M
|
+13,068
|
+40%
|
|
|
221
|
Parallel Advisors
San Francisco,
California
|
$9.93M
|
-$52.5K
|
-235
|
-0.5%
|
|
|
222
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$9.81M
|
-$156M
|
-696,800
|
-94%
|
|
|
223
|
Hegarty Advisors
Garden City,
New York
|
$9.78M
|
+$51K
|
+228
|
+0.5%
|
|
|
224
|
Shufro Rose & Co
New York
|
$9.77M
|
-$25.9M
|
-115,633
|
-72%
|
|
|
225
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$9.74M
|
+$196K
|
+878
|
+2%
|
|
