|
201
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$4.64M
|
-$309K
|
-5,756
|
-6%
|
|
|
202
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.59M
|
+$4.7M
|
+87,609
|
New
|
|
|
203
|
Cooper/Haims Advisors
Victor,
New York
|
$4.52M
|
+$2.48M
|
+46,267
|
+116%
|
|
|
204
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$4.52M
|
-$84.1K
|
-1,567
|
-2%
|
|
|
205
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$4.49M
|
-$54.7K
|
-1,019
|
-1%
|
|
|
206
|
Avantax Advisory Services
Dallas,
Texas
|
$4.39M
|
+$207K
|
+3,860
|
+5%
|
|
|
207
|
Dowling & Yahnke
San Diego,
California
|
$4.35M
|
+$583K
|
+10,852
|
+15%
|
|
|
208
|
BOK Financial
Tulsa,
Oklahoma
|
$4.32M
|
+$76.8K
|
+1,431
|
+2%
|
|
|
209
|
Acute Investment Advisory
Mesa,
Arizona
|
$4.26M
|
-$1.1M
|
-20,570
|
-20%
|
|
|
210
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$4.25M
|
-$142K
|
-2,651
|
-3%
|
|
|
211
|
Axxcess Wealth Management
Carlsbad,
California
|
$4.24M
|
-$130K
|
-2,418
|
-3%
|
|
|
212
|
|
$4.23M
|
-$16.1K
|
-300
|
-0.4%
|
|
|
213
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.22M
|
+$117K
|
+2,188
|
+3%
|
|
|
214
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.2M
|
-$549K
|
-10,233
|
-11%
|
|
|
215
|
Level Financial Advisors
East Amherst,
New York
|
$4.12M
|
+$526K
|
+9,806
|
+14%
|
|
|
216
|
|
$4.1M
|
+$244K
|
+4,547
|
+6%
|
|
|
217
|
Fagan Associates
Troy,
New York
|
$4.05M
|
+$101K
|
+1,884
|
+3%
|
|
|
218
|
Private Capital Group
West Hartford,
Connecticut
|
$4.03M
|
-$323K
|
-6,021
|
-7%
|
|
|
219
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$4M
|
+$1.73M
|
+32,217
|
+73%
|
|
|
220
|
Millennium Management
New York
|
$3.85M
|
+$3.95M
|
+73,508
|
New
|
|
|
221
|
RiverGlades Family Offices
Naples,
Florida
|
$3.84M
|
–
|
–
|
–
|
|
|
222
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.73M
|
-$274K
|
-5,106
|
-7%
|
|
|
223
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.73M
|
-$3.94M
|
-73,375
|
-51%
|
|
|
224
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$3.64M
|
+$51.9K
|
+967
|
+1%
|
|
|
225
|
World Equity Group
Schaumburg,
Illinois
|
$3.47M
|
+$3.55M
|
+66,159
|
New
|
|
