|
201
|
Sivia Capital Partners
Mill Valley,
California
|
$857K
|
-$40.7K
|
-1,669
|
-4%
|
|
|
202
|
William Blair Investment Management
Chicago,
Illinois
|
$854K
|
-$1.59M
|
-65,214
|
-62%
|
|
|
203
|
Private Advisor Group
Morristown,
New Jersey
|
$853K
|
-$20.8K
|
-853
|
-2%
|
|
|
204
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$844K
|
-$7.78K
|
-319
|
-0.8%
|
|
|
205
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$835K
|
-$4.17K
|
-171
|
-0.4%
|
|
|
206
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$822K
|
+$167K
|
+6,833
|
+21%
|
|
|
207
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$806K
|
+$3.95K
|
+162
|
+0.4%
|
|
|
208
|
Summit Trail Advisors
New York
|
$804K
|
+$926K
|
+37,985
|
New
|
|
|
209
|
D'Orazio & Associates
Falls Church,
Virginia
|
$790K
|
-$43.9K
|
-1,799
|
-5%
|
|
|
210
|
|
$780K
|
+$899K
|
+36,849
|
New
|
|
|
211
|
Davenport & Co
Richmond,
Virginia
|
$779K
|
+$13.6K
|
+556
|
+2%
|
|
|
212
|
RWA Wealth Partners
Newton,
Massachusetts
|
$763K
|
–
|
–
|
–
|
|
|
213
|
Beacon Pointe Advisors
Newport Beach,
California
|
$763K
|
+$879K
|
+36,038
|
New
|
|
|
214
|
Manske Wealth Management
Houston,
Texas
|
$757K
|
-$2.51K
|
-103
|
-0.3%
|
|
|
215
|
Baron Wealth Management
Troy,
Michigan
|
$747K
|
-$73K
|
-2,994
|
-8%
|
|
|
216
|
Prospera Financial Services
Dallas,
Texas
|
$738K
|
-$2.9M
|
-118,920
|
-77%
|
|
|
217
|
Franklin Resources
San Mateo,
California
|
$735K
|
-$5.18M
|
-212,536
|
-86%
|
|
|
218
|
Syon Capital
San Francisco,
California
|
$724K
|
+$26.2K
|
+1,074
|
+3%
|
|
|
219
|
Ballentine Partners
Waltham,
Massachusetts
|
$723K
|
-$18K
|
-740
|
-2%
|
|
|
220
|
Havemeyer Place
Greenwich,
Connecticut
|
$717K
|
+$827K
|
+33,902
|
New
|
|
|
221
|
Burns Matteson Capital Management
Corning,
New York
|
$698K
|
+$362K
|
+14,864
|
+82%
|
|
|
222
|
Truist Financial
Charlotte,
North Carolina
|
$691K
|
-$101K
|
-4,140
|
-11%
|
|
|
223
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$667K
|
-$5.51K
|
-226
|
-0.7%
|
|
|
224
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$667K
|
+$36.8K
|
+1,511
|
+5%
|
|
|
225
|
Personal CFO Solutions
Chester,
New Jersey
|
$663K
|
+$53K
|
+2,175
|
+7%
|
|
