|
251
|
Avantax Advisory Services
Dallas,
Texas
|
$12.7M
|
+$665K
|
+16,378
|
+5%
|
|
|
252
|
Edge Capital Group
Atlanta,
Georgia
|
$12.6M
|
+$1.8M
|
+44,250
|
+15%
|
|
|
253
|
Yale University
New Haven,
Connecticut
|
$12.5M
|
–
|
–
|
–
|
|
|
254
|
Private Advisor Group
Morristown,
New Jersey
|
$12.5M
|
-$2.48M
|
-61,058
|
-15%
|
|
|
255
|
KWMG LLC
Overland Park,
Kansas
|
$12.4M
|
+$827K
|
+20,357
|
+6%
|
|
|
256
|
Whitcomb & Hess
Ashland,
Ohio
|
$12.4M
|
+$219K
|
+5,386
|
+2%
|
|
|
257
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12.3M
|
+$690K
|
+16,991
|
+5%
|
|
|
258
|
Global Endowment Management
Charlotte,
North Carolina
|
$12.3M
|
–
|
–
|
–
|
|
|
259
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.3M
|
+$739K
|
+18,191
|
+6%
|
|
|
260
|
Tarbox Family Office
Newport Beach,
California
|
$12.2M
|
-$10.6K
|
-262
|
-0.1%
|
|
|
261
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$12.1M
|
+$342K
|
+8,433
|
+3%
|
|
|
262
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$12M
|
+$155K
|
+3,813
|
+1%
|
|
|
263
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12M
|
-$304K
|
-7,489
|
-2%
|
|
|
264
|
NEPC LLC
Boston,
Massachusetts
|
$12M
|
+$375K
|
+9,228
|
+3%
|
|
|
265
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$12M
|
+$1,000K
|
+24,625
|
+8%
|
|
|
266
|
Focused Wealth Management
Newburgh,
New York
|
$12M
|
+$1.17M
|
+28,917
|
+10%
|
|
|
267
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$12M
|
-$2.8M
|
-68,972
|
-17%
|
|
|
268
|
Empirical Wealth Management
Seattle,
Washington
|
$11.9M
|
+$1.22M
|
+29,953
|
+10%
|
|
|
269
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.9M
|
+$4.17M
|
+102,647
|
+46%
|
|
|
270
|
Highland Private Wealth Management
Bellevue,
Washington
|
$11.9M
|
+$831K
|
+20,465
|
+7%
|
|
|
271
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$11.8M
|
+$8.28M
|
+204,000
|
+170%
|
|
|
272
|
Gofen & Glossberg
Chicago,
Illinois
|
$11.8M
|
-$146K
|
-3,585
|
-1%
|
|
|
273
|
PACK Private Wealth
Wayzata,
Minnesota
|
$11.8M
|
+$929K
|
+22,891
|
+8%
|
|
|
274
|
Veritable
Wilmington,
Delaware
|
$11.7M
|
+$422K
|
+10,393
|
+3%
|
|
|
275
|
Partners in Financial Planning
Salem,
Virginia
|
$11.7M
|
+$1.55M
|
+38,241
|
+15%
|
|
