|
201
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$15.4M
|
+$274K
|
+1,692
|
+2%
|
|
|
202
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$15.4M
|
+$2.32M
|
+14,321
|
+17%
|
|
|
203
|
SVB Wealth
Boston,
Massachusetts
|
$15.3M
|
-$627K
|
-3,866
|
-4%
|
|
|
204
|
CRA Financial Services
Northfield,
New Jersey
|
$15.2M
|
-$206K
|
-1,272
|
-1%
|
|
|
205
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$15.1M
|
-$1.33M
|
-8,201
|
-8%
|
|
|
206
|
DDFG Inc
Thousand Oaks,
California
|
$15.1M
|
-$303K
|
-1,868
|
-2%
|
|
|
207
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$15.1M
|
+$52.7K
|
+325
|
+0.3%
|
|
|
208
|
Family CFO
Los Altos,
California
|
$15M
|
+$508K
|
+3,131
|
+3%
|
|
|
209
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$15M
|
+$280K
|
+1,726
|
+2%
|
|
|
210
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$15M
|
+$227K
|
+1,399
|
+1%
|
|
|
211
|
Smith, Moore & Co
Clayton,
Missouri
|
$14.7M
|
+$1.96M
|
+12,109
|
+15%
|
|
|
212
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.5M
|
-$259K
|
-1,600
|
-2%
|
|
|
213
|
R.M. Davis Inc
Portland,
Maine
|
$14.5M
|
+$1.24M
|
+7,663
|
+9%
|
|
|
214
|
Mercer Investments
Boston,
Massachusetts
|
$14.4M
|
–
|
–
|
–
|
|
|
215
|
JT Stratford LLC
Gainesville,
Georgia
|
$14.4M
|
-$3.59M
|
-22,153
|
-19%
|
|
|
216
|
Snider Financial Group
Bellevue,
Washington
|
$14.4M
|
-$1.87M
|
-11,535
|
-11%
|
|
|
217
|
Martel Wealth Advisors
Vancouver,
Washington
|
$14.4M
|
-$871K
|
-5,371
|
-5%
|
|
|
218
|
Lido Advisors
Los Angeles,
California
|
$14.4M
|
+$2.26M
|
+13,948
|
+18%
|
|
|
219
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$14.3M
|
+$14.9M
|
+92,000
|
New
|
|
|
220
|
Zions Bancorporation
Salt Lake City,
Utah
|
$14.3M
|
-$521K
|
-3,213
|
-3%
|
|
|
221
|
Planning Directions
Glen Mills,
Pennsylvania
|
$13.9M
|
-$898K
|
-5,542
|
-6%
|
|
|
222
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$13.6M
|
-$1.19M
|
-7,358
|
-8%
|
|
|
223
|
Addison Advisors
Middlebury,
Vermont
|
$13.6M
|
+$651K
|
+4,017
|
+5%
|
|
|
224
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$13.5M
|
-$614K
|
-3,787
|
-4%
|
|
|
225
|
Royal Fund Management
Lady Lake,
Florida
|
$13.4M
|
+$164K
|
+1,012
|
+1%
|
|
