|
201
|
Grimes & Company
Westborough,
Massachusetts
|
$60.6M
|
-$853K
|
-10,137
|
-1%
|
|
|
202
|
Golden Road Advisors
Tampa,
Florida
|
$60.4M
|
+$938K
|
+11,152
|
+2%
|
|
|
203
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$59.5M
|
+$23.6M
|
+280,821
|
+68%
|
|
|
204
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$58.5M
|
+$734K
|
+8,721
|
+1%
|
|
|
205
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$57.4M
|
+$1.48M
|
+17,648
|
+3%
|
|
|
206
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$56.8M
|
+$595K
|
+7,066
|
+1%
|
|
|
207
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$56M
|
+$2.02M
|
+24,057
|
+4%
|
|
|
208
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$55.8M
|
+$636K
|
+7,561
|
+1%
|
|
|
209
|
Wealthfront Advisers
Palo Alto,
California
|
$54.9M
|
+$2.01M
|
+23,873
|
+4%
|
|
|
210
|
Wealth Analytics Partners
San Diego,
California
|
$54.8M
|
-$816K
|
-9,694
|
-2%
|
|
|
211
|
J.W. Cole Advisors
Tampa,
Florida
|
$54.6M
|
+$53.3M
|
+633,442
|
New
|
|
|
212
|
Warwick Investment Management
Bryan,
Texas
|
$54.2M
|
+$16.2M
|
+192,801
|
+44%
|
|
|
213
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$54.2M
|
-$581K
|
-6,909
|
-1%
|
|
|
214
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$53.6M
|
+$2.7M
|
+32,079
|
+5%
|
|
|
215
|
TL Private Wealth
Southlake,
Texas
|
$53.3M
|
-$1.43M
|
-16,947
|
-3%
|
|
|
216
|
Old Mission Investment Co
Traverse City,
Michigan
|
$53M
|
+$51.8M
|
+615,335
|
New
|
|
|
217
|
Perigon Wealth Management
San Francisco,
California
|
$52.9M
|
-$831K
|
-9,875
|
-2%
|
|
|
218
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$52.6M
|
-$14.7K
|
-175
|
-0%
|
|
|
219
|
First Horizon Corporation
Memphis,
Tennessee
|
$52.5M
|
+$706K
|
+8,394
|
+1%
|
|
|
220
|
Rise Advisors
Rochester,
New York
|
$52.5M
|
-$1.55M
|
-18,409
|
-3%
|
|
|
221
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$52.4M
|
+$1.18M
|
+13,981
|
+2%
|
|
|
222
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$52M
|
+$1.42M
|
+16,916
|
+3%
|
|
|
223
|
AE Wealth Management
Topeka,
Kansas
|
$51.9M
|
+$548K
|
+6,511
|
+1%
|
|
|
224
|
Dodds Wealth
Greenwood Village,
Colorado
|
$51.7M
|
-$659K
|
-7,836
|
-1%
|
|
|
225
|
Strata Wealth Advisors
Dallas,
Texas
|
$51M
|
-$318K
|
-3,776
|
-0.6%
|
|
