|
201
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.16M
|
-$295K
|
-2,455
|
-5%
|
|
|
202
|
Studio Investment Management
Chicago,
Illinois
|
$5.16M
|
-$18K
|
-150
|
-0.3%
|
|
|
203
|
HT Partners
Centerbrook,
Connecticut
|
$5.16M
|
+$3.02M
|
+25,159
|
+134%
|
|
|
204
|
McMill Wealth Management
Norfolk,
Nebraska
|
$5.14M
|
+$5.26M
|
+43,789
|
New
|
|
|
205
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.12M
|
-$145K
|
-1,212
|
-3%
|
|
|
206
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$5.1M
|
-$291K
|
-2,424
|
-5%
|
|
|
207
|
Donor Advised Charitable Giving
San Francisco,
California
|
$5.1M
|
–
|
–
|
–
|
|
|
208
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.05M
|
+$5.05M
|
+42,075
|
New
|
|
|
209
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.04M
|
-$418K
|
-3,484
|
-8%
|
|
|
210
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$4.99M
|
+$271K
|
+2,255
|
+6%
|
|
|
211
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$4.98M
|
+$324K
|
+2,701
|
+7%
|
|
|
212
|
Atria Wealth Solutions
New York
|
$4.93M
|
+$16.2K
|
+135
|
+0.3%
|
|
|
213
|
Lakewood Asset Management
Naperville,
Illinois
|
$4.93M
|
+$216K
|
+1,803
|
+4%
|
|
|
214
|
Valeo Financial Advisors
Carmel,
Indiana
|
$4.87M
|
+$471K
|
+3,920
|
+10%
|
|
|
215
|
Bernzott Capital Advisors
Camarillo,
California
|
$4.84M
|
+$2.26M
|
+18,807
|
+84%
|
|
|
216
|
Ancora Advisors
Cleveland,
Ohio
|
$4.8M
|
-$10.6K
|
-88
|
-0.2%
|
|
|
217
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.8M
|
+$972K
|
+8,101
|
+25%
|
|
|
218
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.78M
|
–
|
–
|
–
|
|
|
219
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$4.78M
|
-$206K
|
-1,718
|
-4%
|
|
|
220
|
Planning Directions
Glen Mills,
Pennsylvania
|
$4.77M
|
+$274K
|
+2,286
|
+6%
|
|
|
221
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.73M
|
-$57.5K
|
-479
|
-1%
|
|
|
222
|
EPIQ Capital Group
San Francisco,
California
|
$4.72M
|
+$35.5K
|
+296
|
+0.7%
|
|
|
223
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$4.66M
|
-$4.52M
|
-37,636
|
-49%
|
|
|
224
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.64M
|
-$24.5K
|
-204
|
-0.5%
|
|
|
225
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.59M
|
+$474K
|
+3,949
|
+11%
|
|
