|
226
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$39.2M
|
-$807K
|
-12,012
|
-2%
|
|
|
227
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$39.1M
|
-$1.09M
|
-16,296
|
-3%
|
|
|
228
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$38.8M
|
-$55.2K
|
-822
|
-0.1%
|
|
|
229
|
Ocean Park Asset Management
Santa Monica,
California
|
$38.5M
|
+$37.8M
|
+563,010
|
New
|
|
|
230
|
NWAM LLC
Mercer Island,
Washington
|
$38.2M
|
-$665K
|
-9,906
|
-2%
|
|
|
231
|
IEQ Capital
Foster City,
California
|
$38.2M
|
+$620K
|
+9,234
|
+2%
|
|
|
232
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$38.1M
|
-$782K
|
-11,646
|
-2%
|
|
|
233
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$37.5M
|
+$2.4M
|
+35,694
|
+7%
|
|
|
234
|
Scott Capital Advisors
Portland,
Oregon
|
$37.2M
|
-$2.7M
|
-40,212
|
-7%
|
|
|
235
|
Franklin Resources
San Mateo,
California
|
$36.4M
|
+$992K
|
+14,772
|
+3%
|
|
|
236
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$36.3M
|
+$2.36M
|
+35,094
|
+7%
|
|
|
237
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$35.6M
|
+$34.4M
|
+511,470
|
+5,961%
|
|
|
238
|
Wealthfront Advisers
Palo Alto,
California
|
$35.2M
|
+$5.13M
|
+76,332
|
+17%
|
|
|
239
|
GenWealth Group
Maplewood,
New Jersey
|
$35.2M
|
-$848K
|
-12,630
|
-2%
|
|
|
240
|
Mainsail Asset Management
Birmingham,
Alabama
|
$35.1M
|
+$861K
|
+12,810
|
+3%
|
|
|
241
|
Newton One Investments
Newark,
Delaware
|
$35M
|
+$6.52M
|
+96,990
|
+23%
|
|
|
242
|
Brown Advisory
Baltimore,
Maryland
|
$34.9M
|
+$7.11M
|
+105,810
|
+26%
|
|
|
243
|
LVW Advisors
Pittsford,
New York
|
$34.7M
|
+$572K
|
+8,520
|
+2%
|
|
|
244
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$34.4M
|
+$4.13M
|
+61,500
|
+14%
|
|
|
245
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$34.2M
|
+$5.72M
|
+85,074
|
+20%
|
|
|
246
|
Stratos Investment Management
Beachwood,
Ohio
|
$33.5M
|
+$4.82M
|
+71,796
|
+17%
|
|
|
247
|
AE Wealth Management
Topeka,
Kansas
|
$33.3M
|
+$2.93M
|
+43,686
|
+10%
|
|
|
248
|
Trek Financial
Scottsdale,
Arizona
|
$33.2M
|
+$3.48M
|
+51,816
|
+12%
|
|
|
249
|
Evergreen Capital Management
Bellevue,
Washington
|
$32.9M
|
-$424K
|
-6,312
|
-1%
|
|
|
250
|
Berkshire Money Management
Dalton,
Massachusetts
|
$32.9M
|
+$167K
|
+2,484
|
+0.5%
|
|
