|
201
|
Parallel Advisors
San Francisco,
California
|
$7.93M
|
-$617K
|
-7,451
|
-7%
|
|
|
202
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$7.83M
|
+$1.7M
|
+20,479
|
+28%
|
|
|
203
|
Managed Account Services
Coconut Grove,
Florida
|
$7.75M
|
-$6.21K
|
-75
|
-0.1%
|
|
|
204
|
Cardinal Point Wealth Management
Irvine,
California
|
$7.61M
|
+$7.61M
|
+91,834
|
New
|
|
|
205
|
Cetera Advisor Networks
El Segundo,
California
|
$7.48M
|
+$427K
|
+5,148
|
+6%
|
|
|
206
|
Kingfisher Capital
Charlotte,
North Carolina
|
$7.42M
|
+$354K
|
+4,273
|
+5%
|
|
|
207
|
One Day In July LLC
Burlington,
Vermont
|
$7.33M
|
+$5.04M
|
+60,877
|
+221%
|
|
|
208
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.27M
|
–
|
–
|
–
|
|
|
209
|
Lokken Investment Group
Lewes,
Delaware
|
$7.23M
|
+$7.23M
|
+87,233
|
New
|
|
|
210
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$7.21M
|
+$4.92M
|
+59,377
|
+215%
|
|
|
211
|
Man Group
London,
United Kingdom
|
$7.13M
|
-$11.6M
|
-140,161
|
-62%
|
|
|
212
|
PDS Planning
Dublin,
Ohio
|
$7.11M
|
+$1.61M
|
+19,402
|
+29%
|
|
|
213
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$7.09M
|
+$1.11M
|
+13,400
|
+19%
|
|
|
214
|
Arax Advisory Partners
Denver,
Colorado
|
$7.04M
|
+$1.51M
|
+18,238
|
+27%
|
|
|
215
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$6.99M
|
+$1.13M
|
+13,644
|
+19%
|
|
|
216
|
Allen Investment Management
New York
|
$6.99M
|
+$133K
|
+1,600
|
+2%
|
|
|
217
|
Leavell Investment Management
Mobile,
Alabama
|
$6.94M
|
-$40M
|
-482,229
|
-85%
|
|
|
218
|
Verde Capital Management
Clarkston,
Michigan
|
$6.93M
|
+$471K
|
+5,682
|
+7%
|
|
|
219
|
Alexandria Capital
Arlington,
Virginia
|
$6.9M
|
-$1.14M
|
-13,751
|
-14%
|
|
|
220
|
Prudent Man Advisors
Naperville,
Illinois
|
$6.87M
|
+$4.07M
|
+49,170
|
+146%
|
|
|
221
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$6.8M
|
+$1.91M
|
+23,012
|
+39%
|
|
|
222
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.65M
|
+$494K
|
+5,963
|
+8%
|
|
|
223
|
Oppenheimer & Co
New York
|
$6.6M
|
+$2.55M
|
+30,783
|
+63%
|
|
|
224
|
Whittier Trust
South Pasadena,
California
|
$6.55M
|
-$44.7K
|
-539
|
-0.7%
|
|
|
225
|
SigFig Wealth Management
San Francisco,
California
|
$6.52M
|
+$2.89M
|
+34,846
|
+80%
|
|
