|
226
|
Matrix Trust Company
Denver,
Colorado
|
$6.09M
|
+$273K
|
+3,505
|
+5%
|
|
|
227
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.08M
|
+$4.46M
|
+57,264
|
+252%
|
|
|
228
|
Osborne Partners Capital Management
San Francisco,
California
|
$6.07M
|
-$290K
|
-3,730
|
-4%
|
|
|
229
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$6.07M
|
-$874K
|
-11,233
|
-12%
|
|
|
230
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.03M
|
-$57.2K
|
-735
|
-0.9%
|
|
|
231
|
Norway Savings Bank
Portland,
Maine
|
$6.03M
|
-$374K
|
-4,813
|
-6%
|
|
|
232
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$5.97M
|
+$5.13M
|
+65,902
|
+521%
|
|
|
233
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$5.9M
|
+$6.04M
|
+77,661
|
New
|
|
|
234
|
Pioneer Wealth Management Group
Austin,
Texas
|
$5.82M
|
+$964K
|
+12,394
|
+19%
|
|
|
235
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.82M
|
+$5.96M
|
+76,566
|
New
|
|
|
236
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$5.68M
|
+$91.9K
|
+1,181
|
+2%
|
|
|
237
|
TPG Financial Advisors
Portland,
Oregon
|
$5.68M
|
+$852K
|
+10,950
|
+17%
|
|
|
238
|
Perigon Wealth Management
San Francisco,
California
|
$5.66M
|
+$217K
|
+2,785
|
+4%
|
|
|
239
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.64M
|
+$367K
|
+4,721
|
+7%
|
|
|
240
|
Virtue Capital Management
Brentwood,
Tennessee
|
$5.54M
|
–
|
–
|
–
|
|
|
241
|
CWA Asset Management Group
Naples,
Florida
|
$5.52M
|
+$5.65M
|
+72,602
|
New
|
|
|
242
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.3M
|
+$105K
|
+1,347
|
+2%
|
|
|
243
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$5.22M
|
+$512K
|
+6,582
|
+11%
|
|
|
244
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$5.18M
|
+$4.45M
|
+57,181
|
+588%
|
|
|
245
|
Strategic Financial Partners
Bend,
Oregon
|
$5.07M
|
+$5.06K
|
+65
|
+0.1%
|
|
|
246
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.05M
|
-$1.43M
|
-18,320
|
-22%
|
|
|
247
|
Naviter Wealth
Little Rock,
Arkansas
|
$4.97M
|
+$481K
|
+6,188
|
+10%
|
|
|
248
|
Manning & Napier Group
Fairport,
New York
|
$4.95M
|
–
|
–
|
–
|
|
|
249
|
Telos Capital Management
San Diego,
California
|
$4.92M
|
-$137K
|
-1,756
|
-3%
|
|
|
250
|
Capasso Planning Partners
Charleston,
South Carolina
|
$4.87M
|
+$112K
|
+1,439
|
+2%
|
|
