|
226
|
Planning Directions
Glen Mills,
Pennsylvania
|
$5.13M
|
-$350K
|
-2,926
|
-7%
|
|
|
227
|
Ancora Advisors
Cleveland,
Ohio
|
$5.12M
|
-$137K
|
-1,146
|
-3%
|
|
|
228
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.11M
|
+$482K
|
+4,027
|
+11%
|
|
|
229
|
|
$5.1M
|
-$571K
|
-4,770
|
-11%
|
|
|
230
|
Apella Capital
West Hartford,
Connecticut
|
$4.98M
|
+$487K
|
+4,069
|
+12%
|
|
|
231
|
Omnitrust Wealth Management
Jacksonville,
Florida
|
$4.95M
|
+$3.77M
|
+31,548
|
New
|
|
|
232
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.89M
|
-$43.4K
|
-363
|
-0.9%
|
|
|
233
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.88M
|
-$59.9K
|
-501
|
-1%
|
|
|
234
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.87M
|
+$364K
|
+3,041
|
+9%
|
|
|
235
|
MAI Capital Management
Independence,
Ohio
|
$4.86M
|
-$25.6K
|
-214
|
-0.6%
|
|
|
236
|
|
$4.8M
|
+$37.9K
|
+317
|
+0.9%
|
|
|
237
|
Compass Advisory Group
Melville,
New York
|
$4.78M
|
-$800K
|
-6,689
|
-15%
|
|
|
238
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.75M
|
-$447K
|
-3,737
|
-9%
|
|
|
239
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.71M
|
-$7.18K
|
-60
|
-0.2%
|
|
|
240
|
Howard Wealth Management
Madison,
Connecticut
|
$4.69M
|
-$52K
|
-435
|
-1%
|
|
|
241
|
Secure Asset Management
Troy,
Michigan
|
$4.65M
|
+$673K
|
+5,630
|
+18%
|
|
|
242
|
Steward Partners Investment Advisory
New York
|
$4.52M
|
-$418K
|
-3,498
|
-9%
|
|
|
243
|
Manchester Financial
Westlake Village,
California
|
$4.48M
|
+$154K
|
+1,286
|
+4%
|
|
|
244
|
Parallel Advisors
San Francisco,
California
|
$4.48M
|
+$130K
|
+1,091
|
+3%
|
|
|
245
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.38M
|
+$288K
|
+2,404
|
+8%
|
|
|
246
|
Ariel Investments
Chicago,
Illinois
|
$4.3M
|
-$4.95M
|
-41,348
|
-55%
|
|
|
247
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.17M
|
+$371K
|
+3,098
|
+11%
|
|
|
248
|
Greenline Partners
New York
|
$4.16M
|
+$3.47K
|
+29
|
+0.1%
|
|
|
249
|
William Blair & Company
Chicago,
Illinois
|
$4.14M
|
+$1.34M
|
+11,206
|
+53%
|
|
|
250
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.13M
|
+$115K
|
+960
|
+3%
|
|
