|
101
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$4.64M
|
+$4.47M
|
+64,274
|
New
|
|
|
102
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4.59M
|
+$4.41M
|
+63,455
|
+40,676%
|
|
|
103
|
West Paces Advisors
Atlanta,
Georgia
|
$4.57M
|
+$397K
|
+5,710
|
+10%
|
|
|
104
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.56M
|
-$7.35M
|
-105,660
|
-63%
|
|
|
105
|
Corient Capital Partners
Newport Beach,
California
|
$4.25M
|
-$1.18M
|
-16,984
|
-22%
|
|
|
106
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.21M
|
+$2.52M
|
+36,309
|
+165%
|
|
|
107
|
Balentine LLC
Atlanta,
Georgia
|
$4.2M
|
+$269K
|
+3,864
|
+7%
|
|
|
108
|
Atwater Malick
Lancaster,
Pennsylvania
|
$4.19M
|
+$120K
|
+1,720
|
+3%
|
|
|
109
|
PineBridge Investments
New York
|
$4.12M
|
+$495K
|
+7,120
|
+14%
|
|
|
110
|
Fulcrum Equity Management
Plano,
Texas
|
$4.02M
|
+$3.87M
|
+55,722
|
New
|
|
|
111
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$3.86M
|
+$7.16K
|
+103
|
+0.2%
|
|
|
112
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.85M
|
+$358K
|
+5,151
|
+11%
|
|
|
113
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.82M
|
+$1.07M
|
+15,330
|
+41%
|
|
|
114
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3.77M
|
-$1.16M
|
-16,691
|
-24%
|
|
|
115
|
Brighton Jones LLC
Seattle,
Washington
|
$3.76M
|
+$457K
|
+6,578
|
+14%
|
|
|
116
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$3.73M
|
+$3.59M
|
+51,632
|
New
|
|
|
117
|
Fluent Financial
Dallas,
Texas
|
$3.7M
|
+$132K
|
+1,897
|
+4%
|
|
|
118
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$3.53M
|
-$158K
|
-2,278
|
-4%
|
|
|
119
|
Rockefeller Capital Management
New York
|
$3.52M
|
+$320K
|
+4,600
|
+10%
|
|
|
120
|
Comerica Bank
Dallas,
Texas
|
$3.32M
|
+$1.05M
|
+15,060
|
+50%
|
|
|
121
|
William Blair & Company
Chicago,
Illinois
|
$3.29M
|
+$144K
|
+2,075
|
+5%
|
|
|
122
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.25M
|
-$217K
|
-3,117
|
-6%
|
|
|
123
|
Prudential Financial
Newark,
New Jersey
|
$3.21M
|
-$1.61M
|
-23,170
|
-34%
|
|
|
124
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.19M
|
-$13.7M
|
-197,220
|
-82%
|
|
|
125
|
Moseley Investment Management
Bradenton,
Florida
|
$3.19M
|
+$3.08M
|
+44,262
|
New
|
|
