|
201
|
FAS Wealth Partners
Leawood,
Kansas
|
$13M
|
+$218K
|
+1,465
|
+2%
|
|
|
202
|
Safeguard Investment Advisory Group
Corona,
California
|
$12.8M
|
+$2.99M
|
+20,086
|
+27%
|
|
|
203
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.8M
|
+$219K
|
+1,474
|
+2%
|
|
|
204
|
Mercer Investments
Boston,
Massachusetts
|
$12.6M
|
–
|
–
|
–
|
|
|
205
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$12.5M
|
+$217K
|
+1,456
|
+2%
|
|
|
206
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12.5M
|
-$122K
|
-820
|
-0.9%
|
|
|
207
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.4M
|
+$212K
|
+1,425
|
+2%
|
|
|
208
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$12.3M
|
+$86.6K
|
+582
|
+0.6%
|
|
|
209
|
Gibson Capital
Wexford,
Pennsylvania
|
$12.1M
|
-$116K
|
-780
|
-0.9%
|
|
|
210
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$12.1M
|
-$974K
|
-6,547
|
-7%
|
|
|
211
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$12.1M
|
+$10.7M
|
+71,758
|
+412%
|
|
|
212
|
Evergreen Capital Management
Bellevue,
Washington
|
$12M
|
-$1.28M
|
-8,628
|
-9%
|
|
|
213
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$12M
|
+$2.23K
|
+15
|
+0%
|
|
|
214
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.9M
|
+$302K
|
+2,028
|
+2%
|
|
|
215
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$11.7M
|
+$183K
|
+1,227
|
+1%
|
|
|
216
|
Beacon Financial Group
Dallas,
Texas
|
$11.7M
|
-$8.19K
|
-55
|
-0.1%
|
|
|
217
|
Ashfield Capital Partners
San Francisco,
California
|
$11.7M
|
+$420K
|
+2,820
|
+3%
|
|
|
218
|
Royal Fund Management
Lady Lake,
Florida
|
$11.7M
|
-$2.05M
|
-13,747
|
-14%
|
|
|
219
|
Northeast Investment Management
Boston,
Massachusetts
|
$11.6M
|
+$2.33M
|
+15,630
|
+22%
|
|
|
220
|
Integrated Advisors Network
Dallas,
Texas
|
$11.5M
|
-$3.8M
|
-25,552
|
-23%
|
|
|
221
|
Curi RMB Capital
Chicago,
Illinois
|
$11.5M
|
-$342K
|
-2,298
|
-3%
|
|
|
222
|
Addison Advisors
Middlebury,
Vermont
|
$11.4M
|
-$510K
|
-3,425
|
-4%
|
|
|
223
|
Brio Consultants
San Francisco,
California
|
$11.3M
|
-$3.14M
|
-21,097
|
-21%
|
|
|
224
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$11.1M
|
+$298
|
+2
|
+0%
|
|
|
225
|
United Capital Financial Advisors
Irving,
Texas
|
$11.1M
|
-$62.6K
|
-421
|
-0.5%
|
|
