|
276
|
Executive Wealth Group
Kirkland,
Washington
|
$11M
|
+$230K
|
+5,078
|
+2%
|
|
|
277
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11M
|
+$216K
|
+4,753
|
+2%
|
|
|
278
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10.9M
|
-$857K
|
-18,895
|
-7%
|
|
|
279
|
Chandler Asset Management
San Diego,
California
|
$10.9M
|
+$3.28M
|
+72,310
|
+42%
|
|
|
280
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.7M
|
+$108K
|
+2,389
|
+1%
|
|
|
281
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$10.7M
|
-$24K
|
-528
|
-0.2%
|
|
|
282
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.6M
|
-$1.61M
|
-35,576
|
-13%
|
|
|
283
|
Windsor Capital Management
Phoenix,
Arizona
|
$10.6M
|
-$294K
|
-6,490
|
-3%
|
|
|
284
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$10.4M
|
+$146K
|
+3,210
|
+1%
|
|
|
285
|
Wilshire Advisors
Santa Monica,
California
|
$10.4M
|
+$146K
|
+3,210
|
+1%
|
|
|
286
|
Silvercrest Asset Management
New York
|
$10.4M
|
-$210K
|
-4,626
|
-2%
|
|
|
287
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$10.4M
|
+$800K
|
+17,637
|
+8%
|
|
|
288
|
Altium Wealth Management
Purchase,
New York
|
$10.3M
|
-$20.7K
|
-456
|
-0.2%
|
|
|
289
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$10.2M
|
+$4.94M
|
+108,869
|
+89%
|
|
|
290
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$10.1M
|
+$199K
|
+4,392
|
+2%
|
|
|
291
|
Savant Capital
Rockford,
Illinois
|
$10.1M
|
-$1.36M
|
-29,922
|
-12%
|
|
|
292
|
Norris Perne & French
Grand Rapids,
Michigan
|
$10.1M
|
+$293K
|
+6,463
|
+3%
|
|
|
293
|
Fidelity Investments
Boston,
Massachusetts
|
$10.1M
|
+$3.31M
|
+72,892
|
+47%
|
|
|
294
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$10M
|
+$438K
|
+9,652
|
+4%
|
|
|
295
|
Smith, Moore & Co
Clayton,
Missouri
|
$10M
|
+$465K
|
+10,258
|
+5%
|
|
|
296
|
Stellar Capital Management
Phoenix,
Arizona
|
$10M
|
+$4.74M
|
+104,438
|
+86%
|
|
|
297
|
Price Wealth
Austin,
Texas
|
$9.92M
|
–
|
–
|
–
|
|
|
298
|
Stratford Consulting
Addison,
Texas
|
$9.92M
|
-$390K
|
-8,590
|
-4%
|
|
|
299
|
Level Four Advisory Services
Dallas,
Texas
|
$9.89M
|
+$2.75M
|
+60,519
|
+37%
|
|
|
300
|
Tarbox Family Office
Newport Beach,
California
|
$9.84M
|
-$76.9K
|
-1,695
|
-0.8%
|
|
