|
851
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$18.5M
|
+$190K
|
+304
|
+1%
|
|
|
852
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$18.4M
|
-$3.84M
|
-6,136
|
-17%
|
|
|
853
|
Facet Wealth Inc
Baltimore,
Maryland
|
$18.2M
|
+$910K
|
+1,455
|
+5%
|
|
|
854
|
Bay Colony Advisors
Concord,
Massachusetts
|
$18.2M
|
+$1.5M
|
+2,396
|
+9%
|
|
|
855
|
Matrix Asset Advisors
White Plains,
New York
|
$18.2M
|
+$1.42M
|
+2,269
|
+8%
|
|
|
856
|
SVB Wealth
Boston,
Massachusetts
|
$18.1M
|
-$21.3K
|
-34
|
-0.1%
|
|
|
857
|
|
$18.1M
|
+$13.2M
|
+21,184
|
+233%
|
|
|
858
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$18M
|
+$321K
|
+514
|
+2%
|
|
|
859
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$18M
|
+$573K
|
+917
|
+3%
|
|
|
860
|
JDM Financial Group
Austin,
Texas
|
$18M
|
-$58.7M
|
-93,795
|
-24%
|
|
|
861
|
Ingalls & Snyder LLC
New York
|
$17.9M
|
+$488K
|
+781
|
+3%
|
|
|
862
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$17.9M
|
-$485K
|
-775
|
-3%
|
|
|
863
|
Brandywine Asset Management
Thornton,
Pennsylvania
|
$17.9M
|
–
|
–
|
–
|
|
|
864
|
Zuckerman Investment Group
Chicago,
Illinois
|
$17.9M
|
+$731K
|
+1,169
|
+4%
|
|
|
865
|
Envision Financial Transparency
Greensboro,
North Carolina
|
$17.8M
|
+$18.7M
|
+29,836
|
New
|
|
|
866
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$17.8M
|
+$18.6M
|
+29,813
|
New
|
|
|
867
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$17.7M
|
+$1.12M
|
+1,798
|
+6%
|
|
|
868
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$17.7M
|
-$1.9M
|
-3,036
|
-9%
|
|
|
869
|
Gibson Wealth Advisors
Tyler,
Texas
|
$17.7M
|
+$32.5K
|
+52
|
+0.2%
|
|
|
870
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$17.6M
|
+$720K
|
+1,151
|
+4%
|
|
|
871
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$17.6M
|
+$15K
|
+24
|
+0.1%
|
|
|
872
|
Empowered Funds
Havertown,
Pennsylvania
|
$17.6M
|
+$18.4M
|
+29,486
|
New
|
|
|
873
|
Evolution Wealth Advisors
Aventura,
Florida
|
$17.6M
|
+$626K
|
+1,001
|
+4%
|
|
|
874
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$17.6M
|
+$477K
|
+763
|
+3%
|
|
|
875
|
IHT Wealth Management
Chicago,
Illinois
|
$17.5M
|
-$1.58M
|
-2,528
|
-8%
|
|
