|
176
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$10.6M
|
+$38.8K
|
+638
|
+0.4%
|
|
|
177
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$10.5M
|
+$1.38M
|
+22,633
|
+15%
|
|
|
178
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.4M
|
+$44.6K
|
+734
|
+0.4%
|
|
|
179
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$10.4M
|
-$29K
|
-476
|
-0.3%
|
|
|
180
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$10.3M
|
+$2.74M
|
+44,999
|
+36%
|
|
|
181
|
Citizens Financial Group
Providence,
Rhode Island
|
$10.1M
|
+$88.3K
|
+1,452
|
+0.9%
|
|
|
182
|
Mercer Global Advisors
Denver,
Colorado
|
$10M
|
-$138K
|
-2,265
|
-1%
|
|
|
183
|
Efficient Advisors
Mason,
Ohio
|
$9.91M
|
+$4.88M
|
+80,211
|
+97%
|
|
|
184
|
Falcon Wealth Planning
Ontario,
California
|
$9.74M
|
+$657K
|
+10,799
|
+7%
|
|
|
185
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$9.52M
|
+$234K
|
+3,843
|
+3%
|
|
|
186
|
BBVA USA Bancshares
Houston,
Texas
|
$9.5M
|
+$4.45M
|
+73,210
|
+88%
|
|
|
187
|
Astoria Strategic Wealth
Conroe,
Texas
|
$9.05M
|
-$98.5K
|
-1,620
|
-1%
|
|
|
188
|
Axis Capital Holdings
Pembroke,
|
$9.02M
|
+$2.6M
|
+42,748
|
+40%
|
|
|
189
|
GeoWealth Management
Chicago,
Illinois
|
$8.82M
|
+$1.43M
|
+23,518
|
+19%
|
|
|
190
|
James Investment Research
Alpha,
Ohio
|
$8.75M
|
-$257K
|
-4,221
|
-3%
|
|
|
191
|
Monterey Private Wealth
Monterey,
California
|
$8.68M
|
+$7.66M
|
+125,899
|
+1,052%
|
|
|
192
|
Planned Solutions
Folsom,
California
|
$8.59M
|
+$8.59M
|
+141,285
|
+65,714%
|
|
|
193
|
M Financial Asset Management
Portland,
Oregon
|
$8.57M
|
-$165K
|
-2,712
|
-2%
|
|
|
194
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.56M
|
+$548K
|
+9,016
|
+7%
|
|
|
195
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$8.53M
|
+$103K
|
+1,701
|
+1%
|
|
|
196
|
Coastline Trust
Providence,
Rhode Island
|
$8.49M
|
-$99.8K
|
-1,640
|
-1%
|
|
|
197
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$8.32M
|
-$233K
|
-3,824
|
-3%
|
|
|
198
|
Altavista Wealth Management
Asheville,
North Carolina
|
$8.25M
|
+$127K
|
+2,091
|
+2%
|
|
|
199
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.21M
|
-$144K
|
-2,366
|
-2%
|
|
|
200
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$8.16M
|
+$712K
|
+11,700
|
+10%
|
|
