|
226
|
Towerpoint Wealth
Sacramento,
California
|
$5.53M
|
+$3.36M
|
+31,586
|
+143%
|
|
|
227
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$5.47M
|
+$3.09M
|
+29,038
|
+121%
|
|
|
228
|
Cascade Financial Partners
San Diego,
California
|
$5.46M
|
+$741K
|
+6,958
|
+15%
|
|
|
229
|
Wealthfront Advisers
Palo Alto,
California
|
$5.42M
|
+$920K
|
+8,641
|
+20%
|
|
|
230
|
Versant Capital Management
Phoenix,
Arizona
|
$5.34M
|
-$29.6K
|
-278
|
-0.5%
|
|
|
231
|
Stone Summit Wealth
Miami,
Florida
|
$5.33M
|
-$127K
|
-1,194
|
-2%
|
|
|
232
|
Summit Financial
Parsippany,
New Jersey
|
$5.31M
|
-$92.7K
|
-871
|
-2%
|
|
|
233
|
KeyBank National Association
Cleveland,
Ohio
|
$5.2M
|
+$5.38M
|
+50,509
|
New
|
|
|
234
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$5.19M
|
+$174K
|
+1,635
|
+3%
|
|
|
235
|
Cypress Point Wealth Management
Dallas,
Texas
|
$5.14M
|
-$101K
|
-947
|
-2%
|
|
|
236
|
Laurel Wealth Planning
Edina,
Minnesota
|
$5.12M
|
+$102K
|
+956
|
+2%
|
|
|
237
|
Systelligence LLC
Bloomington,
Minnesota
|
$5.09M
|
+$1.18M
|
+11,052
|
+29%
|
|
|
238
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.01M
|
+$157K
|
+1,472
|
+3%
|
|
|
239
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.97M
|
+$89.5K
|
+841
|
+2%
|
|
|
240
|
Haven Private
Orlando,
Florida
|
$4.85M
|
+$122K
|
+1,150
|
+3%
|
|
|
241
|
Tortoise Investment Management
White Plains,
New York
|
$4.83M
|
-$57.8K
|
-543
|
-1%
|
|
|
242
|
Stegent Equity Advisors
Houston,
Texas
|
$4.76M
|
-$74.1K
|
-696
|
-1%
|
|
|
243
|
Advisory Services Network
Atlanta,
Georgia
|
$4.74M
|
+$204K
|
+1,921
|
+4%
|
|
|
244
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.64M
|
+$618K
|
+5,804
|
+15%
|
|
|
245
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.62M
|
+$241K
|
+2,267
|
+5%
|
|
|
246
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.55M
|
-$89.9K
|
-845
|
-2%
|
|
|
247
|
Asset One Wealth Management
Bellevue,
Washington
|
$4.41M
|
+$48K
|
+451
|
+1%
|
|
|
248
|
Bristlecone Value Partners
Los Angeles,
California
|
$4.28M
|
+$3.94K
|
+37
|
+0.1%
|
|
|
249
|
Ariadne Wealth Management
Santa Barbara,
California
|
$4.28M
|
+$40.7K
|
+382
|
+0.9%
|
|
|
250
|
Cloud Capital Management
Seattle,
Washington
|
$4.24M
|
+$381K
|
+3,582
|
+10%
|
|
