|
201
|
Rockefeller Capital Management
New York
|
$5.89M
|
+$3.53M
|
+58,808
|
+175%
|
|
|
202
|
RF&L Wealth Management
Acton,
Massachusetts
|
$5.84M
|
-$281K
|
-4,680
|
-5%
|
|
|
203
|
Andrews Lucia Wealth Management
Danville,
California
|
$5.8M
|
-$58.9K
|
-983
|
-1%
|
|
|
204
|
Kooman & Associates
Altoona,
Pennsylvania
|
$5.78M
|
+$137K
|
+2,288
|
+3%
|
|
|
205
|
KMT Wealth Management
El Segundo,
California
|
$5.76M
|
–
|
–
|
–
|
|
|
206
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.72M
|
+$542K
|
+9,048
|
+11%
|
|
|
207
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$5.72M
|
+$868K
|
+14,476
|
+19%
|
|
|
208
|
Waterfront Wealth
Overland Park,
Kansas
|
$5.69M
|
+$1.41M
|
+23,456
|
+36%
|
|
|
209
|
Parker Financial
Silverdale,
Washington
|
$5.66M
|
+$527K
|
+8,789
|
+11%
|
|
|
210
|
Zhang Financial
Portage,
Michigan
|
$5.65M
|
-$184K
|
-3,066
|
-3%
|
|
|
211
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$5.32M
|
-$339K
|
-5,648
|
-6%
|
|
|
212
|
Seneschal Advisors
Tacoma,
Washington
|
$5.3M
|
+$151K
|
+2,527
|
+3%
|
|
|
213
|
MBA Advisors
Hermitage,
Pennsylvania
|
$5.26M
|
+$2.36M
|
+39,314
|
+91%
|
|
|
214
|
Tortoise Investment Management
White Plains,
New York
|
$5.07M
|
+$2.17M
|
+36,256
|
+84%
|
|
|
215
|
Clear Creek Financial Management
Silverdale,
Washington
|
$4.94M
|
+$4.06M
|
+67,803
|
+699%
|
|
|
216
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$4.9M
|
-$1.96M
|
-32,693
|
-30%
|
|
|
217
|
Apella Capital
West Hartford,
Connecticut
|
$4.8M
|
+$795K
|
+13,257
|
+22%
|
|
|
218
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.8M
|
-$71.4K
|
-1,191
|
-2%
|
|
|
219
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.79M
|
-$44.2K
|
-737
|
-1%
|
|
|
220
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$4.75M
|
+$1.26K
|
+21
|
+0%
|
|
|
221
|
Harper Investing
Santa Clara,
California
|
$4.65M
|
+$2.22K
|
+37
|
+0.1%
|
|
|
222
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.64M
|
-$11.5K
|
-192
|
-0.3%
|
|
|
223
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$4.63M
|
+$145K
|
+2,422
|
+3%
|
|
|
224
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.59M
|
+$434K
|
+7,238
|
+11%
|
|
|
225
|
Cordant Inc
Portland,
Oregon
|
$4.53M
|
+$201K
|
+3,345
|
+5%
|
|
