|
201
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.4M
|
-$1.32M
|
-10,708
|
-9%
|
|
|
202
|
Ballast Inc
Lexington,
Kentucky
|
$14.3M
|
+$279K
|
+2,256
|
+2%
|
|
|
203
|
Rockefeller Capital Management
New York
|
$14.2M
|
-$131K
|
-1,060
|
-0.9%
|
|
|
204
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$14.1M
|
+$728K
|
+5,900
|
+6%
|
|
|
205
|
Steele Capital Management
Dubuque,
Iowa
|
$14M
|
+$611K
|
+4,947
|
+5%
|
|
|
206
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$13.8M
|
+$40.5K
|
+328
|
+0.3%
|
|
|
207
|
McNaughton Wealth Management
San Diego,
California
|
$13.7M
|
+$197K
|
+1,595
|
+2%
|
|
|
208
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$13.7M
|
+$751K
|
+6,081
|
+6%
|
|
|
209
|
Advisory Services Network
Atlanta,
Georgia
|
$13.6M
|
–
|
–
|
–
|
|
|
210
|
Miracle Mile Advisors
Los Angeles,
California
|
$13.4M
|
-$113K
|
-915
|
-0.9%
|
|
|
211
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$13.2M
|
-$1.61M
|
-13,039
|
-11%
|
|
|
212
|
Howard Wealth Management
Madison,
Connecticut
|
$13.1M
|
+$149K
|
+1,209
|
+1%
|
|
|
213
|
Apeiron RIA
Dallas,
Texas
|
$13M
|
-$303K
|
-2,453
|
-2%
|
|
|
214
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.7M
|
+$221K
|
+1,790
|
+2%
|
|
|
215
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$12.6M
|
+$26.5K
|
+215
|
+0.2%
|
|
|
216
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.6M
|
-$1.55M
|
-12,552
|
-11%
|
|
|
217
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.6M
|
+$249K
|
+2,013
|
+2%
|
|
|
218
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$12.5M
|
-$1.9M
|
-15,401
|
-14%
|
|
|
219
|
Hancock Whitney
Gulfport,
Mississippi
|
$12.5M
|
-$276K
|
-2,239
|
-2%
|
|
|
220
|
NWAM LLC
Mercer Island,
Washington
|
$12.4M
|
+$12M
|
+96,932
|
New
|
|
|
221
|
Stokes Family Office
New Orleans,
Louisiana
|
$12.4M
|
+$28.8K
|
+233
|
+0.2%
|
|
|
222
|
High Net Worth Advisory Group
Naples,
Florida
|
$12.4M
|
+$221K
|
+1,794
|
+2%
|
|
|
223
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$12.3M
|
-$368K
|
-2,978
|
-3%
|
|
|
224
|
Linscomb Wealth
Houston,
Texas
|
$12.2M
|
-$318K
|
-2,575
|
-3%
|
|
|
225
|
Insight Wealth Strategies
San Ramon,
California
|
$12.1M
|
+$11.6M
|
+94,229
|
New
|
|
