|
201
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$13M
|
+$1.63M
|
+21,488
|
+14%
|
|
|
202
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$13M
|
+$578K
|
+7,601
|
+5%
|
|
|
203
|
Alaethes Wealth
Glenbrook,
Nevada
|
$12.9M
|
+$42.8K
|
+563
|
+0.3%
|
|
|
204
|
Private Management Group
Irvine,
California
|
$12.9M
|
+$999K
|
+13,143
|
+8%
|
|
|
205
|
WMS Partners
Towson,
Maryland
|
$12.9M
|
-$27.1M
|
-356,954
|
-68%
|
|
|
206
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$12.8M
|
+$449K
|
+5,904
|
+4%
|
|
|
207
|
Capital Group Private Client Services
Los Angeles,
California
|
$12.7M
|
+$1.48M
|
+19,479
|
+13%
|
|
|
208
|
Montecito Bank & Trust
Santa Barbara,
California
|
$12.6M
|
-$2.15M
|
-28,230
|
-15%
|
|
|
209
|
Conning Inc
Hartford,
Connecticut
|
$12.5M
|
+$7.6M
|
+100,000
|
+154%
|
|
|
210
|
Fifth Third Securities
Cincinnati,
Ohio
|
$12.5M
|
-$1.18M
|
-15,516
|
-9%
|
|
|
211
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$12.5M
|
-$82.3K
|
-1,083
|
-0.7%
|
|
|
212
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$12.4M
|
+$111K
|
+1,460
|
+0.9%
|
|
|
213
|
United Capital Financial Advisors
Irving,
Texas
|
$12.4M
|
-$896K
|
-11,795
|
-7%
|
|
|
214
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$12.4M
|
-$89.7K
|
-1,181
|
-0.7%
|
|
|
215
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$12.4M
|
-$370K
|
-4,865
|
-3%
|
|
|
216
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$12.3M
|
–
|
–
|
–
|
|
|
217
|
Howe & Rusling
Rochester,
New York
|
$12.3M
|
+$285K
|
+3,754
|
+2%
|
|
|
218
|
AllianceBernstein
Nashville,
Tennessee
|
$12.3M
|
+$104K
|
+1,373
|
+0.9%
|
|
|
219
|
Gould Asset Management
Claremont,
California
|
$12.1M
|
+$103K
|
+1,354
|
+0.9%
|
|
|
220
|
McMorgan & Co
San Francisco,
California
|
$12M
|
+$12.1M
|
+158,811
|
New
|
|
|
221
|
North Star Investment Management
Chicago,
Illinois
|
$12M
|
-$1.5M
|
-19,675
|
-11%
|
|
|
222
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.8M
|
+$2.31M
|
+30,439
|
+24%
|
|
|
223
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$11.7M
|
-$5.46M
|
-71,833
|
-32%
|
|
|
224
|
TL Private Wealth
Southlake,
Texas
|
$11.6M
|
+$581K
|
+7,645
|
+5%
|
|
|
225
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$11.6M
|
-$117K
|
-1,546
|
-1%
|
|
