|
201
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$14.3M
|
+$1.96M
|
+25,962
|
+16%
|
|
|
202
|
Coyle Financial Counsel
Glenview,
Illinois
|
$14.1M
|
+$797K
|
+10,554
|
+6%
|
|
|
203
|
Roundview Capital
Princeton,
New Jersey
|
$14M
|
+$639K
|
+8,466
|
+5%
|
|
|
204
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$13.4M
|
+$380K
|
+5,033
|
+3%
|
|
|
205
|
Fifth Third Securities
Cincinnati,
Ohio
|
$13.3M
|
+$979K
|
+12,968
|
+8%
|
|
|
206
|
West Financial Advisors
Des Moines,
Iowa
|
$13.2M
|
-$64.1K
|
-849
|
-0.5%
|
|
|
207
|
Annapolis Financial Services
Annapolis,
Maryland
|
$13.1M
|
+$77.4K
|
+1,026
|
+0.6%
|
|
|
208
|
Rezny Wealth Management
Fort Myers,
Florida
|
$13.1M
|
-$214K
|
-2,829
|
-2%
|
|
|
209
|
GDS Wealth Management
Flower Mound,
Texas
|
$13M
|
-$11.6M
|
-153,103
|
-47%
|
|
|
210
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$13M
|
+$275K
|
+3,648
|
+2%
|
|
|
211
|
Parallel Advisors
San Francisco,
California
|
$12.8M
|
-$428K
|
-5,673
|
-3%
|
|
|
212
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.7M
|
-$3.17M
|
-41,997
|
-20%
|
|
|
213
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$12.7M
|
+$12.8M
|
+169,121
|
New
|
|
|
214
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$12.7M
|
+$353K
|
+4,673
|
+3%
|
|
|
215
|
Capital Group Private Client Services
Los Angeles,
California
|
$12.6M
|
–
|
–
|
–
|
|
|
216
|
Howe & Rusling
Rochester,
New York
|
$12.6M
|
+$446K
|
+5,911
|
+4%
|
|
|
217
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.6M
|
-$1.87M
|
-24,782
|
-13%
|
|
|
218
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$12.6M
|
+$1.41M
|
+18,662
|
+13%
|
|
|
219
|
Whittier Trust
South Pasadena,
California
|
$12.5M
|
+$1.05M
|
+13,891
|
+9%
|
|
|
220
|
Gould Asset Management
Claremont,
California
|
$12.4M
|
+$329K
|
+4,357
|
+3%
|
|
|
221
|
AMI Investment Management
Kendallville,
Indiana
|
$12.4M
|
+$2.31M
|
+30,626
|
+23%
|
|
|
222
|
TL Private Wealth
Southlake,
Texas
|
$12.3M
|
+$767K
|
+10,158
|
+7%
|
|
|
223
|
AllianceBernstein
Nashville,
Tennessee
|
$12.3M
|
+$97.7K
|
+1,294
|
+0.8%
|
|
|
224
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$12.2M
|
+$15.5K
|
+206
|
+0.1%
|
|
|
225
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$12.1M
|
+$3.37M
|
+44,680
|
+38%
|
|
