|
201
|
Axxcess Wealth Management
Carlsbad,
California
|
$6.71M
|
+$6.42M
|
+96,061
|
New
|
|
|
202
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$6.46M
|
+$8.62K
|
+129
|
+0.1%
|
|
|
203
|
Vestment Financial
Chanhassen,
Minnesota
|
$6.42M
|
+$319K
|
+4,768
|
+5%
|
|
|
204
|
Claris Advisors
St. Louis,
Missouri
|
$6.42M
|
-$168K
|
-2,509
|
-3%
|
|
|
205
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$6.34M
|
+$1.04M
|
+15,552
|
+21%
|
|
|
206
|
Greenspring Advisors
Towson,
Maryland
|
$6.34M
|
-$79.4K
|
-1,188
|
-1%
|
|
|
207
|
Studio Investment Management
Chicago,
Illinois
|
$6.33M
|
+$226K
|
+3,385
|
+4%
|
|
|
208
|
Gibson Capital
Wexford,
Pennsylvania
|
$6.22M
|
-$68.8K
|
-1,029
|
-1%
|
|
|
209
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$6.16M
|
-$120K
|
-1,794
|
-2%
|
|
|
210
|
Lionshead Wealth Management
New York
|
$6.09M
|
+$155K
|
+2,322
|
+3%
|
|
|
211
|
WorthPointe
La Jolla,
California
|
$6.08M
|
+$344K
|
+5,151
|
+6%
|
|
|
212
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.08M
|
-$54.3K
|
-812
|
-0.9%
|
|
|
213
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$6.06M
|
-$169K
|
-2,534
|
-3%
|
|
|
214
|
Private Advisor Group
Morristown,
New Jersey
|
$6.01M
|
+$2.85M
|
+42,704
|
+99%
|
|
|
215
|
Burk Holdings
Tulsa,
Oklahoma
|
$5.92M
|
-$173K
|
-2,585
|
-3%
|
|
|
216
|
Maryland Capital Advisors
Chester,
Maryland
|
$5.9M
|
+$5.64M
|
+84,406
|
New
|
|
|
217
|
1900 Wealth Management
San Antonio,
Texas
|
$5.87M
|
-$66.8K
|
-999
|
-1%
|
|
|
218
|
Platform Wealth Management
Holladay,
Utah
|
$5.83M
|
+$5.57M
|
+83,404
|
New
|
|
|
219
|
Red Lighthouse Investment Management
New York
|
$5.81M
|
-$71K
|
-1,062
|
-1%
|
|
|
220
|
Shearwater Capital
Denver,
Colorado
|
$5.74M
|
–
|
–
|
–
|
|
|
221
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$5.71M
|
-$146K
|
-2,183
|
-3%
|
|
|
222
|
HB Wealth Management
Atlanta,
Georgia
|
$5.7M
|
+$806K
|
+12,057
|
+17%
|
|
|
223
|
Aviance Capital Partners
Naples,
Florida
|
$5.63M
|
+$228K
|
+3,414
|
+4%
|
|
|
224
|
Clune & Associates
Chicago,
Illinois
|
$5.57M
|
-$65.4K
|
-978
|
-1%
|
|
|
225
|
MAI Capital Management
Independence,
Ohio
|
$5.54M
|
+$859K
|
+12,860
|
+19%
|
|
