|
501
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$22.1M
|
+$25.3K
|
+90
|
+0.1%
|
|
|
502
|
New England Asset Management
Farmington,
Connecticut
|
$22M
|
–
|
–
|
–
|
|
|
503
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$21.9M
|
+$308K
|
+1,095
|
+2%
|
|
|
504
|
Symphony Financial
Houston,
Texas
|
$21.8M
|
+$17.4M
|
+61,971
|
+344%
|
|
|
505
|
Rockbridge Investment Management
Syracuse,
New York
|
$21.8M
|
-$111K
|
-393
|
-0.5%
|
|
|
506
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$21.8M
|
+$282K
|
+1,003
|
+1%
|
|
|
507
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$21.7M
|
+$413K
|
+1,470
|
+2%
|
|
|
508
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$21.6M
|
-$66.7K
|
-237
|
-0.3%
|
|
|
509
|
Gotham Asset Management
New York
|
$21.6M
|
-$10.6M
|
-37,842
|
-35%
|
|
|
510
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$21.4M
|
+$107K
|
+382
|
+0.5%
|
|
|
511
|
HT Partners
Centerbrook,
Connecticut
|
$21.4M
|
+$7.79M
|
+27,706
|
+65%
|
|
|
512
|
Kestra Private Wealth Services
Austin,
Texas
|
$21.3M
|
-$2.64M
|
-9,389
|
-12%
|
|
|
513
|
Natixis Advisors
Boston,
Massachusetts
|
$21.3M
|
-$1.95M
|
-6,917
|
-9%
|
|
|
514
|
Advisornet Financial
Minnetonka,
Minnesota
|
$21.3M
|
-$2.97M
|
-10,552
|
-13%
|
|
|
515
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.3M
|
+$368K
|
+1,309
|
+2%
|
|
|
516
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$21.2M
|
+$2.8M
|
+9,968
|
+17%
|
|
|
517
|
XY Planning Network
Bozeman,
Montana
|
$20.9M
|
+$15M
|
+53,482
|
+347%
|
|
|
518
|
Root Financial Partners
Encinitas,
California
|
$20.9M
|
-$2.73M
|
-9,715
|
-12%
|
|
|
519
|
Lodestar Private Asset Management
Alamo,
California
|
$20.9M
|
+$79K
|
+281
|
+0.4%
|
|
|
520
|
Cannon Financial Strategists
Athens,
Georgia
|
$20.8M
|
-$619K
|
-2,201
|
-3%
|
|
|
521
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$20.8M
|
+$17.7K
|
+63
|
+0.1%
|
|
|
522
|
Simon Quick Advisors
Morristown,
New Jersey
|
$20.6M
|
+$365K
|
+1,299
|
+2%
|
|
|
523
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$20.6M
|
-$1.05M
|
-3,724
|
-5%
|
|
|
524
|
Addis & Hill
Wayne,
Pennsylvania
|
$20.6M
|
-$1.64M
|
-5,839
|
-8%
|
|
|
525
|
Define Financial
San Diego,
California
|
$20.5M
|
+$562K
|
+1,999
|
+3%
|
|
