|
201
|
Dan L. Duncan Foundation
Houston,
Texas
|
$17.5M
|
-$375K
|
-2,331
|
-2%
|
|
|
202
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$17.3M
|
+$348K
|
+2,161
|
+2%
|
|
|
203
|
SimpliFi Inc
San Diego,
California
|
$17.2M
|
–
|
–
|
–
|
|
|
204
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$17.1M
|
-$105K
|
-653
|
-0.6%
|
|
|
205
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$17M
|
-$157K
|
-973
|
-1%
|
|
|
206
|
JT Stratford LLC
Gainesville,
Georgia
|
$16.7M
|
+$790K
|
+4,911
|
+5%
|
|
|
207
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$16.6M
|
+$167K
|
+1,037
|
+1%
|
|
|
208
|
Family CFO
Los Altos,
California
|
$16.6M
|
+$106K
|
+661
|
+0.7%
|
|
|
209
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$16.6M
|
+$483
|
+3
|
+0%
|
|
|
210
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$16.5M
|
+$34.6K
|
+215
|
+0.2%
|
|
|
211
|
CRA Financial Services
Northfield,
New Jersey
|
$16.5M
|
-$169K
|
-1,051
|
-1%
|
|
|
212
|
FAS Wealth Partners
Leawood,
Kansas
|
$16.4M
|
+$516K
|
+3,209
|
+3%
|
|
|
213
|
DDFG Inc
Thousand Oaks,
California
|
$16.4M
|
-$169K
|
-1,050
|
-1%
|
|
|
214
|
KilterHowling LLC
Boulder,
Colorado
|
$16.3M
|
+$6.42M
|
+39,924
|
+74%
|
|
|
215
|
Lido Advisors
Los Angeles,
California
|
$16.3M
|
+$495K
|
+3,076
|
+3%
|
|
|
216
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.3M
|
+$2.58M
|
+16,065
|
+20%
|
|
|
217
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$16.1M
|
+$15.2M
|
+94,266
|
New
|
|
|
218
|
Advisory Services Network
Atlanta,
Georgia
|
$15.9M
|
-$2.4M
|
-14,928
|
-14%
|
|
|
219
|
Snider Financial Group
Bellevue,
Washington
|
$15.9M
|
+$106K
|
+656
|
+0.7%
|
|
|
220
|
LM Advisors
San Diego,
California
|
$15.9M
|
+$15M
|
+93,349
|
New
|
|
|
221
|
Family Management
New York
|
$15.9M
|
-$2.05M
|
-12,743
|
-12%
|
|
|
222
|
Mercer Investments
Boston,
Massachusetts
|
$15.8M
|
–
|
–
|
–
|
|
|
223
|
Focus Financial Network
Minneapolis,
Minnesota
|
$15.8M
|
+$2.23M
|
+13,842
|
+18%
|
|
|
224
|
Martel Wealth Advisors
Vancouver,
Washington
|
$15.8M
|
-$17.2K
|
-107
|
-0.1%
|
|
|
225
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$15.7M
|
–
|
–
|
–
|
|
