|
201
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$12.1M
|
+$18K
|
+167
|
+0.1%
|
|
|
202
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$12.1M
|
+$122K
|
+1,135
|
+1%
|
|
|
203
|
NinePointTwo Capital
Los Angeles,
California
|
$12.1M
|
–
|
–
|
–
|
|
|
204
|
PFG Advisors
Phoenix,
Arizona
|
$12M
|
-$707K
|
-6,576
|
-5%
|
|
|
205
|
Davenport & Co
Richmond,
Virginia
|
$11.9M
|
+$1.86M
|
+17,269
|
+18%
|
|
|
206
|
Investment Advisory Group
Hanover,
Massachusetts
|
$11.7M
|
-$213K
|
-1,985
|
-2%
|
|
|
207
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$11.5M
|
+$958K
|
+8,907
|
+9%
|
|
|
208
|
Transcend Capital Advisors
Madison,
New Jersey
|
$11.3M
|
-$29.4K
|
-273
|
-0.3%
|
|
|
209
|
Fidelity Investments
Boston,
Massachusetts
|
$11.2M
|
+$968K
|
+8,999
|
+9%
|
|
|
210
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$11M
|
-$2.88M
|
-26,781
|
-20%
|
|
|
211
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$11M
|
-$180K
|
-1,670
|
-2%
|
|
|
212
|
Parallel Advisors
San Francisco,
California
|
$11M
|
+$1.44M
|
+13,428
|
+15%
|
|
|
213
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$10.9M
|
-$110K
|
-1,023
|
-1%
|
|
|
214
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.8M
|
+$200K
|
+1,859
|
+2%
|
|
|
215
|
Ballast Inc
Lexington,
Kentucky
|
$10.8M
|
+$227K
|
+2,106
|
+2%
|
|
|
216
|
Curated Wealth Partners
El Segundo,
California
|
$10.7M
|
+$1.54M
|
+14,291
|
+16%
|
|
|
217
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.7M
|
+$335K
|
+3,118
|
+3%
|
|
|
218
|
Comerica Securities
Detroit,
Michigan
|
$10.7M
|
-$19K
|
-177
|
-0.2%
|
|
|
219
|
First National Trust
Hermitage,
Pennsylvania
|
$10.6M
|
+$610K
|
+5,676
|
+6%
|
|
|
220
|
Country Club Bank
Kansas City,
Missouri
|
$10.6M
|
-$751K
|
-6,980
|
-6%
|
|
|
221
|
Rockefeller Capital Management
New York
|
$10.5M
|
-$4.95M
|
-46,029
|
-32%
|
|
|
222
|
Howard Wealth Management
Madison,
Connecticut
|
$10.4M
|
-$18.1K
|
-168
|
-0.2%
|
|
|
223
|
Executive Wealth Group
Kirkland,
Washington
|
$10.3M
|
-$4.09K
|
-38
|
-0%
|
|
|
224
|
Valmark Advisers
Akron,
Ohio
|
$10.3M
|
+$1.05M
|
+9,771
|
+11%
|
|
|
225
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$10.2M
|
-$124K
|
-1,152
|
-1%
|
|
