|
326
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.7M
|
+$11M
|
+74,734
|
New
|
|
|
327
|
Steward Partners Investment Advisory
New York
|
$11.6M
|
-$712K
|
-4,828
|
-6%
|
|
|
328
|
Choreo LLC
Rockford,
Illinois
|
$11.5M
|
+$736K
|
+4,991
|
+7%
|
|
|
329
|
M&T Bank
Buffalo,
New York
|
$11.5M
|
-$748K
|
-5,072
|
-6%
|
|
|
330
|
Garde Capital
Seattle,
Washington
|
$11.5M
|
+$348K
|
+2,358
|
+3%
|
|
|
331
|
JBJ Investment Partners
Charleston,
South Carolina
|
$11.3M
|
+$898K
|
+6,087
|
+9%
|
|
|
332
|
State Street
Boston,
Massachusetts
|
$11.3M
|
-$461K
|
-3,127
|
-4%
|
|
|
333
|
Kings Point Capital Management
Great Neck,
New York
|
$11.2M
|
-$521K
|
-3,535
|
-5%
|
|
|
334
|
Gilbert & Cook
West Des Moines,
Iowa
|
$11.2M
|
-$1.46M
|
-9,919
|
-12%
|
|
|
335
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.2M
|
+$22.9K
|
+155
|
+0.2%
|
|
|
336
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.2M
|
+$418K
|
+2,837
|
+4%
|
|
|
337
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$11.1M
|
+$1.35M
|
+9,141
|
+15%
|
|
|
338
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.1M
|
-$433K
|
-2,934
|
-4%
|
|
|
339
|
|
$11M
|
–
|
–
|
–
|
|
|
340
|
Lantz Financial
Naperville,
Illinois
|
$11M
|
-$1.32M
|
-8,932
|
-11%
|
|
|
341
|
Leavell Investment Management
Mobile,
Alabama
|
$10.9M
|
+$205K
|
+1,393
|
+2%
|
|
|
342
|
Cambridge Advisors
Omaha,
Nebraska
|
$10.9M
|
+$142K
|
+963
|
+1%
|
|
|
343
|
NorthRock Partners
Minneapolis,
Minnesota
|
$10.8M
|
-$419K
|
-2,838
|
-4%
|
|
|
344
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.8M
|
+$1.86M
|
+12,588
|
+22%
|
|
|
345
|
Global Retirement Partners
San Rafael,
California
|
$10.8M
|
-$1.11M
|
-7,522
|
-10%
|
|
|
346
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.8M
|
+$439K
|
+2,976
|
+5%
|
|
|
347
|
Cornerstone Management
Duluth,
Georgia
|
$10.8M
|
–
|
–
|
–
|
|
|
348
|
Northwest Wealth Management
Spencer,
Iowa
|
$10.8M
|
-$56.6K
|
-384
|
-0.6%
|
|
|
349
|
Millennium Management
New York
|
$10.7M
|
+$9.42M
|
+63,872
|
+1,331%
|
|
|
350
|
Executive Wealth Group
Kirkland,
Washington
|
$10.7M
|
-$143K
|
-971
|
-1%
|
|
