|
151
|
Evergreen Capital Management
Bellevue,
Washington
|
$24.6M
|
-$4.96M
|
-116,052
|
-17%
|
|
|
152
|
Bessemer Group
Woodbridge,
New Jersey
|
$23.9M
|
+$2.24M
|
+52,338
|
+10%
|
|
|
153
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$23.7M
|
+$37K
|
+864
|
+0.2%
|
|
|
154
|
Private Portfolio Partners
Paramus,
New Jersey
|
$23.6M
|
-$230K
|
-5,376
|
-1%
|
|
|
155
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.4M
|
-$330K
|
-7,710
|
-1%
|
|
|
156
|
Blankinship & Foster
Solana Beach,
California
|
$23.3M
|
-$13.5M
|
-316,620
|
-37%
|
|
|
157
|
Total Wealth Planning
Cincinnati,
Ohio
|
$23.2M
|
+$2.38M
|
+55,626
|
+11%
|
|
|
158
|
TD Capital Management
Memphis,
Tennessee
|
$22.9M
|
+$83.9K
|
+1,962
|
+0.4%
|
|
|
159
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$22.8M
|
+$1.02M
|
+23,784
|
+5%
|
|
|
160
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$22.7M
|
-$2.61M
|
-61,074
|
-10%
|
|
|
161
|
Commerce Bank
Kansas City,
Missouri
|
$22M
|
-$453K
|
-10,584
|
-2%
|
|
|
162
|
Rockefeller Capital Management
New York
|
$22M
|
+$2.34M
|
+54,798
|
+12%
|
|
|
163
|
NWAM LLC
Mercer Island,
Washington
|
$21.9M
|
-$156K
|
-3,636
|
-0.7%
|
|
|
164
|
Members Trust
Tampa,
Florida
|
$21.8M
|
+$172K
|
+4,032
|
+0.8%
|
|
|
165
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$21.8M
|
+$252K
|
+5,886
|
+1%
|
|
|
166
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.3M
|
-$9.39M
|
-219,384
|
-31%
|
|
|
167
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$20.6M
|
-$1.12M
|
-26,178
|
-5%
|
|
|
168
|
Brookstone Capital Management
Wheaton,
Illinois
|
$20.3M
|
+$5.28M
|
+123,408
|
+35%
|
|
|
169
|
Gleason Group
Prospect,
Kentucky
|
$20.2M
|
+$1.65M
|
+38,676
|
+9%
|
|
|
170
|
Brickley Wealth Management
San Mateo,
California
|
$19.9M
|
+$200K
|
+4,668
|
+1%
|
|
|
171
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$19.7M
|
+$19.7M
|
+460,848
|
New
|
|
|
172
|
Viridian RIA
Bothell,
Washington
|
$19.7M
|
-$19M
|
-443,274
|
Closed
|
|
|
173
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$19.3M
|
-$29.8K
|
-696
|
-0.2%
|
|
|
174
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$19.2M
|
+$691K
|
+16,158
|
+4%
|
|
|
175
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$18.6M
|
+$335K
|
+7,830
|
+2%
|
|
