|
351
|
Summit Trail Advisors
New York
|
$24.9M
|
+$3.26M
|
+15,619
|
+16%
|
|
|
352
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$24.8M
|
-$304K
|
-1,458
|
-1%
|
|
|
353
|
Valmark Advisers
Akron,
Ohio
|
$24.7M
|
-$27M
|
-129,424
|
-54%
|
|
|
354
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$24.3M
|
+$2.21M
|
+10,598
|
+11%
|
|
|
355
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$24.3M
|
-$266K
|
-1,274
|
-1%
|
|
|
356
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$23.9M
|
+$2.55M
|
+12,213
|
+13%
|
|
|
357
|
Blankinship & Foster
Solana Beach,
California
|
$23.7M
|
-$877K
|
-4,207
|
-4%
|
|
|
358
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$23.4M
|
+$440K
|
+2,110
|
+2%
|
|
|
359
|
Peak Financial Management
Wellesley,
Massachusetts
|
$23.2M
|
-$369K
|
-1,771
|
-2%
|
|
|
360
|
Cobblestone Capital Advisors
Rochester,
New York
|
$22.8M
|
-$714K
|
-3,421
|
-3%
|
|
|
361
|
BCM Advisors
Lafayette,
Louisiana
|
$22.8M
|
-$82.2K
|
-394
|
-0.4%
|
|
|
362
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$22.7M
|
-$797K
|
-3,821
|
-4%
|
|
|
363
|
Graypoint LLC
Albany,
New York
|
$22.3M
|
-$1.18M
|
-5,653
|
-5%
|
|
|
364
|
Steward Partners Investment Advisory
New York
|
$22.3M
|
-$2.29K
|
-11
|
-0%
|
|
|
365
|
EP Wealth Advisors
Torrance,
California
|
$22.2M
|
-$9.84M
|
-47,163
|
-87%
|
|
|
366
|
Independent Financial Group
San Diego,
California
|
$22.1M
|
+$340K
|
+1,630
|
+2%
|
|
|
367
|
Financial Counselors Inc
Overland Park,
Kansas
|
$22.1M
|
-$709K
|
-3,401
|
-3%
|
|
|
368
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$22M
|
+$153K
|
+733
|
+0.7%
|
|
|
369
|
|
$22M
|
+$10.4K
|
+50
|
+0.1%
|
|
|
370
|
KeyBank National Association
Cleveland,
Ohio
|
$21.9M
|
+$1.86M
|
+8,919
|
+10%
|
|
|
371
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$21.8M
|
+$16.4M
|
+78,666
|
+383%
|
|
|
372
|
Wellington Management Group
Boston,
Massachusetts
|
$21.7M
|
–
|
–
|
–
|
|
|
373
|
Sinecera Capital
Austin,
Texas
|
$21.6M
|
-$1.11M
|
-5,314
|
-5%
|
|
|
374
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$21.6M
|
+$308K
|
+1,479
|
+2%
|
|
|
375
|
Sigma Investment Counselors
Northville,
Michigan
|
$21.6M
|
+$51.9K
|
+249
|
+0.3%
|
|
