|
201
|
GW & Wade
Wellesley,
Massachusetts
|
$10.9M
|
-$544K
|
-5,456
|
-4%
|
|
|
202
|
One Fin Capital Management
San Francisco,
California
|
$10.9M
|
+$12M
|
+120,000
|
New
|
|
|
203
|
Cardiff Park Advisors
Carlsbad,
California
|
$10.9M
|
-$456K
|
-4,578
|
-4%
|
|
|
204
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$10.8M
|
-$77.8K
|
-781
|
-0.7%
|
|
|
205
|
Peterson Wealth Advisors
Orem,
Utah
|
$10.8M
|
+$673K
|
+6,751
|
+6%
|
|
|
206
|
Alpha Capital Management
Austin,
Texas
|
$10.7M
|
-$202K
|
-2,029
|
-2%
|
|
|
207
|
First Merchants Corp
Muncie,
Indiana
|
$10.6M
|
-$384K
|
-3,853
|
-3%
|
|
|
208
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.5M
|
-$278K
|
-2,792
|
-3%
|
|
|
209
|
Steward Partners Investment Advisory
New York
|
$10.4M
|
-$1.45M
|
-14,512
|
-11%
|
|
|
210
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$10.4M
|
-$4.07M
|
-40,800
|
-26%
|
|
|
211
|
|
$10.3M
|
+$11.3M
|
+113,225
|
New
|
|
|
212
|
M Holdings Securities
Portland,
Oregon
|
$10.2M
|
-$58.3K
|
-585
|
-0.5%
|
|
|
213
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10M
|
+$656K
|
+6,581
|
+6%
|
|
|
214
|
Ascent Wealth Partners
New Hartford,
New York
|
$10M
|
+$3.84M
|
+38,537
|
+54%
|
|
|
215
|
Fort Henry Capital
Wheeling,
West Virginia
|
$9.87M
|
+$315K
|
+3,165
|
+3%
|
|
|
216
|
Strategic Equity Management
Tucson,
Arizona
|
$9.8M
|
-$9M
|
-90,277
|
-46%
|
|
|
217
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.79M
|
-$425K
|
-4,263
|
-4%
|
|
|
218
|
Avion Wealth
The Woodlands,
Texas
|
$9.73M
|
+$852K
|
+8,551
|
+9%
|
|
|
219
|
Plancorp LLC
Saint Louis,
Missouri
|
$9.73M
|
+$56.6K
|
+568
|
+0.5%
|
|
|
220
|
Mission Wealth Management
Santa Barbara,
California
|
$9.65M
|
+$456K
|
+4,570
|
+5%
|
|
|
221
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$9.61M
|
–
|
–
|
–
|
|
|
222
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$9.52M
|
+$249K
|
+2,499
|
+2%
|
|
|
223
|
Bard Financial Services
Branford,
Connecticut
|
$9.47M
|
-$737K
|
-7,396
|
-7%
|
|
|
224
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$9.38M
|
-$791K
|
-7,931
|
-7%
|
|
|
225
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$9.3M
|
+$513K
|
+5,146
|
+5%
|
|
