|
301
|
TriaGen Wealth Management
Calabasas,
California
|
$6.49M
|
+$1.75M
|
+33,492
|
+32%
|
|
|
302
|
Manning & Napier Group
Fairport,
New York
|
$6.47M
|
–
|
–
|
–
|
|
|
303
|
Royal Fund Management
Lady Lake,
Florida
|
$6.43M
|
-$1.11M
|
-21,156
|
-13%
|
|
|
304
|
Valmark Advisers
Akron,
Ohio
|
$6.4M
|
-$1.44M
|
-27,528
|
-17%
|
|
|
305
|
HeadInvest LLC
Portland,
Maine
|
$6.4M
|
+$190K
|
+3,640
|
+3%
|
|
|
306
|
Advisory Services Network
Atlanta,
Georgia
|
$6.38M
|
-$410K
|
-7,840
|
-5%
|
|
|
307
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$6.37M
|
+$7.32K
|
+140
|
+0.1%
|
|
|
308
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6.37M
|
-$232K
|
-4,444
|
-3%
|
|
|
309
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$6.35M
|
-$1.39M
|
-26,612
|
-16%
|
|
|
310
|
KeyBank National Association
Cleveland,
Ohio
|
$6.35M
|
+$27K
|
+516
|
+0.4%
|
|
|
311
|
Pine Ridge Advisers
New York
|
$6.34M
|
–
|
–
|
–
|
|
|
312
|
Aries Wealth Management
Portland,
Maine
|
$6.34M
|
+$20.3K
|
+388
|
+0.3%
|
|
|
313
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$6.28M
|
+$74.4K
|
+1,424
|
+1%
|
|
|
314
|
NFP Retirement Inc
Aliso Viejo,
California
|
$6.27M
|
+$3.01M
|
+57,660
|
+76%
|
|
|
315
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$6.25M
|
-$44.1K
|
-844
|
-0.6%
|
|
|
316
|
Roosevelt Investment Group
New York
|
$6.24M
|
+$127K
|
+2,428
|
+2%
|
|
|
317
|
Evermay Wealth Management
Arlington,
Virginia
|
$6.19M
|
+$300K
|
+5,744
|
+5%
|
|
|
318
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$6.09M
|
+$174K
|
+3,332
|
+3%
|
|
|
319
|
Summit Financial
Parsippany,
New Jersey
|
$6.05M
|
+$414K
|
+7,916
|
+7%
|
|
|
320
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.04M
|
+$346K
|
+6,620
|
+5%
|
|
|
321
|
Caldwell Trust
Venice,
Florida
|
$5.97M
|
-$6.69K
|
-128
|
-0.1%
|
|
|
322
|
Gray Wealth Management
Bangor,
Maine
|
$5.9M
|
+$72.1K
|
+1,380
|
+1%
|
|
|
323
|
James Reed Financial Services
Cleveland,
Ohio
|
$5.86M
|
+$110K
|
+2,100
|
+2%
|
|
|
324
|
Sand Hill Global Advisors
Palo Alto,
California
|
$5.83M
|
+$215K
|
+4,120
|
+3%
|
|
|
325
|
Shufro Rose & Co
New York
|
$5.82M
|
+$618K
|
+11,824
|
+11%
|
|
