|
201
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11.9M
|
-$231K
|
-2,206
|
-2%
|
|
|
202
|
Fidelity Investments
Boston,
Massachusetts
|
$11.8M
|
+$537K
|
+5,116
|
+5%
|
|
|
203
|
Valmark Advisers
Akron,
Ohio
|
$11.8M
|
+$1.43M
|
+13,657
|
+14%
|
|
|
204
|
NWAM LLC
Mercer Island,
Washington
|
$11.8M
|
+$11.2M
|
+106,681
|
+2,256%
|
|
|
205
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$11.8M
|
+$10.9M
|
+103,692
|
+1,413%
|
|
|
206
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.7M
|
+$961K
|
+9,158
|
+9%
|
|
|
207
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$11.6M
|
-$554K
|
-5,284
|
-5%
|
|
|
208
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$11.6M
|
+$9.72M
|
+92,661
|
+569%
|
|
|
209
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.3M
|
+$9.44M
|
+90,012
|
+546%
|
|
|
210
|
Wellington Management Group
Boston,
Massachusetts
|
$11.3M
|
-$15.5M
|
-147,620
|
-58%
|
|
|
211
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$11.2M
|
-$310K
|
-2,954
|
-3%
|
|
|
212
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$11.2M
|
+$267K
|
+2,549
|
+2%
|
|
|
213
|
Transcend Capital Advisors
Madison,
New Jersey
|
$11.2M
|
-$142K
|
-1,355
|
-1%
|
|
|
214
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.1M
|
-$1.82M
|
-17,353
|
-14%
|
|
|
215
|
Rockefeller Capital Management
New York
|
$11.1M
|
+$497K
|
+4,743
|
+5%
|
|
|
216
|
Ballast Inc
Lexington,
Kentucky
|
$10.9M
|
+$13.5K
|
+129
|
+0.1%
|
|
|
217
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.9M
|
-$44.3K
|
-422
|
-0.4%
|
|
|
218
|
Parallel Advisors
San Francisco,
California
|
$10.8M
|
-$178K
|
-1,701
|
-2%
|
|
|
219
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$10.8M
|
+$4.19M
|
+39,949
|
+64%
|
|
|
220
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$10.8M
|
-$241K
|
-2,295
|
-2%
|
|
|
221
|
Focus Financial Network
Minneapolis,
Minnesota
|
$10.7M
|
+$1.4M
|
+13,300
|
+15%
|
|
|
222
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.6M
|
+$10.5M
|
+100,310
|
New
|
|
|
223
|
Means Investment Company
Bangor,
Maine
|
$10.5M
|
-$1.94M
|
-18,495
|
-16%
|
|
|
224
|
Executive Wealth Group
Kirkland,
Washington
|
$10.5M
|
+$51K
|
+486
|
+0.5%
|
|
|
225
|
Curated Wealth Partners
El Segundo,
California
|
$10.4M
|
-$330K
|
-3,149
|
-3%
|
|
