|
226
|
IEQ Capital
Foster City,
California
|
$14.1M
|
+$1.03M
|
+7,268
|
+8%
|
|
|
227
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$14.1M
|
-$262K
|
-1,845
|
-2%
|
|
|
228
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$14.1M
|
-$112K
|
-786
|
-0.8%
|
|
|
229
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$14.1M
|
+$706K
|
+4,966
|
+5%
|
|
|
230
|
SlateStone Wealth
Jupiter,
Florida
|
$14M
|
-$17.5K
|
-123
|
-0.1%
|
|
|
231
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$14M
|
+$603K
|
+4,237
|
+5%
|
|
|
232
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$13.9M
|
-$180K
|
-1,269
|
-1%
|
|
|
233
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.9M
|
+$2.12M
|
+14,912
|
+18%
|
|
|
234
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$13.9M
|
-$180K
|
-1,267
|
-1%
|
|
|
235
|
Midwest Trust
Overland Park,
Kansas
|
$13.9M
|
+$7.71M
|
+54,177
|
+127%
|
|
|
236
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$13.7M
|
-$322K
|
-2,267
|
-2%
|
|
|
237
|
HB Wealth Management
Atlanta,
Georgia
|
$13.6M
|
+$730K
|
+5,134
|
+6%
|
|
|
238
|
Asset Allocation Strategies
Farmington,
Michigan
|
$13.5M
|
+$733K
|
+5,157
|
+6%
|
|
|
239
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.5M
|
+$1.25M
|
+8,774
|
+10%
|
|
|
240
|
Vanguard Group
Malvern,
Pennsylvania
|
$13.4M
|
-$159K
|
-1,119
|
-1%
|
|
|
241
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$13.3M
|
+$327K
|
+2,300
|
+3%
|
|
|
242
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$13.2M
|
+$35.1K
|
+247
|
+0.3%
|
|
|
243
|
United Capital Financial Advisors
Irving,
Texas
|
$13.1M
|
+$1.54M
|
+10,843
|
+13%
|
|
|
244
|
Insight Wealth Strategies
San Ramon,
California
|
$13M
|
+$115K
|
+811
|
+0.9%
|
|
|
245
|
|
$12.9M
|
+$11.7M
|
+81,991
|
+1,071%
|
|
|
246
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$12.7M
|
+$159K
|
+1,117
|
+1%
|
|
|
247
|
NWAM LLC
Mercer Island,
Washington
|
$12.7M
|
-$320K
|
-2,251
|
-2%
|
|
|
248
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$12.7M
|
+$440K
|
+3,095
|
+4%
|
|
|
249
|
Stokes Family Office
New Orleans,
Louisiana
|
$12.6M
|
+$11K
|
+77
|
+0.1%
|
|
|
250
|
Swan Capital
Pensacola,
Florida
|
$12.4M
|
+$1.85M
|
+12,986
|
+18%
|
|
