|
326
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$21.3M
|
-$79.7K
|
-400
|
-0.3%
|
|
|
327
|
Delphi Financial Group
Wilmington,
Delaware
|
$21.3M
|
–
|
–
|
–
|
|
|
328
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$21M
|
-$1.92M
|
-9,654
|
-8%
|
|
|
329
|
BCM Advisors
Lafayette,
Louisiana
|
$21M
|
-$38.3M
|
-192,026
|
-64%
|
|
|
330
|
Advisory Services Network
Atlanta,
Georgia
|
$21M
|
+$993K
|
+4,982
|
+4%
|
|
|
331
|
Global Retirement Partners
San Rafael,
California
|
$21M
|
+$3.77M
|
+18,917
|
+21%
|
|
|
332
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.9M
|
+$7.3M
|
+36,640
|
+46%
|
|
|
333
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$20.9M
|
-$1.07M
|
-5,382
|
-4%
|
|
|
334
|
Northeast Financial Consultants
Westport,
Connecticut
|
$20.7M
|
+$399
|
+2
|
+0%
|
|
|
335
|
Blankinship & Foster
Solana Beach,
California
|
$20.7M
|
-$226K
|
-1,134
|
-1%
|
|
|
336
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$20.7M
|
+$20.3K
|
+102
|
+0.1%
|
|
|
337
|
KeyBank National Association
Cleveland,
Ohio
|
$20.5M
|
-$15.1M
|
-75,693
|
-40%
|
|
|
338
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.5M
|
-$727K
|
-3,647
|
-3%
|
|
|
339
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$20.3M
|
+$22.4M
|
+112,461
|
+30,150%
|
|
|
340
|
Peak Financial Management
Wellesley,
Massachusetts
|
$20.2M
|
-$462K
|
-2,317
|
-2%
|
|
|
341
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$20M
|
-$77.5K
|
-389
|
-0.3%
|
|
|
342
|
Weinberger Asset Management
Los Angeles,
California
|
$19.9M
|
+$294K
|
+1,473
|
+1%
|
|
|
343
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$19.8M
|
-$2.4M
|
-12,065
|
-10%
|
|
|
344
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$19.7M
|
–
|
–
|
–
|
|
|
345
|
M&T Bank
Buffalo,
New York
|
$19.5M
|
+$1.4M
|
+7,018
|
+7%
|
|
|
346
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.5M
|
-$1.21M
|
-6,078
|
-5%
|
|
|
347
|
Kearns & Associates
Palos Verdes Estates,
California
|
$19.3M
|
+$2.83M
|
+14,222
|
+15%
|
|
|
348
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$19M
|
+$567K
|
+2,844
|
+3%
|
|
|
349
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$19M
|
+$52.8K
|
+265
|
+0.3%
|
|
|
350
|
Financial Counselors Inc
Overland Park,
Kansas
|
$18.9M
|
-$213K
|
-1,069
|
-1%
|
|
