|
326
|
BIP Wealth
Atlanta,
Georgia
|
$16.8M
|
-$10.7M
|
-191,059
|
-38%
|
|
|
327
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$16.8M
|
+$223K
|
+3,973
|
+1%
|
|
|
328
|
Robinswood Financial
Kirkland,
Washington
|
$16.7M
|
+$480K
|
+8,577
|
+3%
|
|
|
329
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$16.7M
|
+$4.35M
|
+77,564
|
+33%
|
|
|
330
|
Shrier Wealth Management
Los Angeles,
California
|
$16.6M
|
+$951K
|
+16,985
|
+6%
|
|
|
331
|
Oppenheimer & Co
New York
|
$16.6M
|
+$3.37M
|
+60,134
|
+24%
|
|
|
332
|
Partners in Financial Planning
Salem,
Virginia
|
$16.5M
|
-$78.5K
|
-1,402
|
-0.5%
|
|
|
333
|
Larson Financial Group
St Louis,
Missouri
|
$16.5M
|
-$2.94M
|
-52,500
|
-15%
|
|
|
334
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$16.4M
|
+$513K
|
+9,165
|
+3%
|
|
|
335
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$16.4M
|
+$66.2K
|
+1,182
|
+0.4%
|
|
|
336
|
Venturi Wealth Management
Austin,
Texas
|
$16.4M
|
-$672K
|
-12,004
|
-4%
|
|
|
337
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.3M
|
+$586K
|
+10,454
|
+4%
|
|
|
338
|
GW&K Investment Management
Boston,
Massachusetts
|
$16.3M
|
+$1.44M
|
+25,683
|
+9%
|
|
|
339
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$16.3M
|
-$241K
|
-4,307
|
-1%
|
|
|
340
|
Meridian Management
Little Rock,
Arkansas
|
$16.3M
|
+$1.31M
|
+23,341
|
+8%
|
|
|
341
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$16.2M
|
+$406K
|
+7,240
|
+2%
|
|
|
342
|
Global Endowment Management
Charlotte,
North Carolina
|
$16.1M
|
–
|
–
|
–
|
|
|
343
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$16.1M
|
+$217K
|
+3,881
|
+1%
|
|
|
344
|
Beacon Financial Group
Dallas,
Texas
|
$16M
|
-$4.89M
|
-87,317
|
-23%
|
|
|
345
|
Crestmont Private Wealth
Houston,
Texas
|
$16M
|
+$371K
|
+6,618
|
+2%
|
|
|
346
|
Empirical Wealth Management
Seattle,
Washington
|
$15.8M
|
-$7.96K
|
-142
|
-0%
|
|
|
347
|
Gotham Asset Management
New York
|
$15.7M
|
+$2.4M
|
+42,895
|
+17%
|
|
|
348
|
Gleason Group
Prospect,
Kentucky
|
$15.6M
|
+$955K
|
+17,048
|
+6%
|
|
|
349
|
Lodestar Private Asset Management
Alamo,
California
|
$15.4M
|
+$2.31M
|
+41,282
|
+17%
|
|
|
350
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$15.4M
|
–
|
–
|
–
|
|
