|
301
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$2.17M
|
-$144K
|
-674
|
-6%
|
|
|
302
|
TIAA-CREF Individual & Institutional Services
New York
|
$2.15M
|
+$2.23M
|
+10,428
|
New
|
|
|
303
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$2.11M
|
+$230K
|
+1,073
|
+12%
|
|
|
304
|
May Hill Capital
Cohasset,
Massachusetts
|
$2.11M
|
-$103K
|
-480
|
-4%
|
|
|
305
|
Financial Engines Advisors
Santa Clara,
California
|
$2.09M
|
+$39.4K
|
+184
|
+2%
|
|
|
306
|
Emergent Wealth Advisors
Williamsville,
New York
|
$2.07M
|
-$2.66M
|
-12,449
|
-55%
|
|
|
307
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$2.06M
|
+$22K
|
+103
|
+1%
|
|
|
308
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.05M
|
-$2.92M
|
-13,632
|
-58%
|
|
|
309
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$2.05M
|
-$18K
|
-84
|
-0.8%
|
|
|
310
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.04M
|
-$18.6K
|
-87
|
-0.9%
|
|
|
311
|
TFC Financial Management
Boston,
Massachusetts
|
$2.03M
|
-$6.63K
|
-31
|
-0.3%
|
|
|
312
|
PFG Advisors
Phoenix,
Arizona
|
$2.03M
|
+$2.57K
|
+12
|
+0.1%
|
|
|
313
|
Root Financial Partners
Encinitas,
California
|
$2.03M
|
+$37.7K
|
+176
|
+2%
|
|
|
314
|
Brown Brothers Harriman & Co
New York
|
$2.01M
|
-$2.78K
|
-13
|
-0.1%
|
|
|
315
|
AE Wealth Management
Topeka,
Kansas
|
$1.98M
|
+$894K
|
+4,178
|
+77%
|
|
|
316
|
Evolve Private Wealth
Los Angeles,
California
|
$1.97M
|
+$2.05M
|
+9,594
|
New
|
|
|
317
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$1.95M
|
+$2.03M
|
+9,482
|
New
|
|
|
318
|
HB Wealth Management
Atlanta,
Georgia
|
$1.9M
|
–
|
–
|
–
|
|
|
319
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.89M
|
+$758K
|
+3,541
|
+63%
|
|
|
320
|
KWB Wealth
Redlands,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
321
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.89M
|
+$3.42K
|
+16
|
+0.2%
|
|
|
322
|
Daybright Advisory Services
Miami,
Florida
|
$1.87M
|
+$22K
|
+103
|
+1%
|
|
|
323
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
$1.85M
|
-$86.5K
|
-404
|
-4%
|
|
|
324
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.84M
|
+$1.93K
|
+9
|
+0.1%
|
|
|
325
|
Miller Capital Partners
Troy,
Michigan
|
$1.83M
|
+$2.14K
|
+10
|
+0.1%
|
|
