|
301
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$14.4M
|
+$691K
|
+15,936
|
+6%
|
|
|
302
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$14.3M
|
+$1.23M
|
+28,404
|
+10%
|
|
|
303
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.3M
|
+$1.42M
|
+32,850
|
+12%
|
|
|
304
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$14.3M
|
-$245K
|
-5,652
|
-2%
|
|
|
305
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.2M
|
-$113K
|
-2,610
|
-0.9%
|
|
|
306
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$14.2M
|
-$893K
|
-20,598
|
-6%
|
|
|
307
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$14.2M
|
-$21.1M
|
-485,832
|
-62%
|
|
|
308
|
Ledge Wealth Management
Sartell,
Minnesota
|
$14.2M
|
+$3.24M
|
+74,814
|
+33%
|
|
|
309
|
WealthShield Partners
Cary,
North Carolina
|
$14.1M
|
+$912K
|
+21,036
|
+8%
|
|
|
310
|
Peterson Wealth Services
South Ogden,
Utah
|
$14M
|
+$10.8M
|
+250,074
|
+529%
|
|
|
311
|
Prospera Financial Services
Dallas,
Texas
|
$14M
|
-$4.5M
|
-103,770
|
-26%
|
|
|
312
|
Neuberger Berman Group
New York
|
$14M
|
+$52.3K
|
+1,206
|
+0.4%
|
|
|
313
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$14M
|
+$401K
|
+9,240
|
+3%
|
|
|
314
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$13.7M
|
+$613K
|
+14,124
|
+5%
|
|
|
315
|
Black Diamond Financial
Towson,
Maryland
|
$13.6M
|
-$520
|
-12
|
-0%
|
|
|
316
|
Tenret Company
Tampa,
Florida
|
$13.5M
|
+$196K
|
+4,530
|
+2%
|
|
|
317
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$13.4M
|
+$2.66M
|
+61,404
|
+28%
|
|
|
318
|
Destiny Wealth Partners
Tavares,
Florida
|
$13.4M
|
+$2.73M
|
+62,952
|
+29%
|
|
|
319
|
Daniels + Tansey
Wilmington,
Delaware
|
$13.1M
|
-$449K
|
-10,344
|
-4%
|
|
|
320
|
Arete Wealth Advisors
Chicago,
Illinois
|
$13.1M
|
-$158K
|
-3,642
|
-1%
|
|
|
321
|
BTC Capital Management
Des Moines,
Iowa
|
$13.1M
|
-$121K
|
-2,790
|
-1%
|
|
|
322
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$13.1M
|
+$11.2M
|
+258,510
|
+1,388%
|
|
|
323
|
Manchester Capital Management
Manchester,
Vermont
|
$13M
|
+$312K
|
+7,194
|
+3%
|
|
|
324
|
Robinswood Financial
Kirkland,
Washington
|
$13M
|
+$11.9M
|
+274,764
|
New
|
|
|
325
|
TownSquare Capital
Provo,
Utah
|
$12.8M
|
+$8.28M
|
+190,992
|
+237%
|
|
