|
201
|
City State Bank
Norwalk,
Iowa
|
$5.16M
|
+$290K
|
+5,065
|
+6%
|
|
|
202
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$5.15M
|
+$5.29M
|
+92,475
|
New
|
|
|
203
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.07M
|
-$192K
|
-3,353
|
-4%
|
|
|
204
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$4.75M
|
-$118K
|
-2,065
|
-2%
|
|
|
205
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.72M
|
-$7.55K
|
-132
|
-0.2%
|
|
|
206
|
Shearwater Capital
Denver,
Colorado
|
$4.7M
|
-$1.54K
|
-27
|
-0%
|
|
|
207
|
TownSquare Capital
Provo,
Utah
|
$4.65M
|
+$2.62M
|
+45,853
|
+122%
|
|
|
208
|
Parkworth Wealth Management
Los Gatos,
California
|
$4.55M
|
+$4.68M
|
+81,718
|
New
|
|
|
209
|
Bay Colony Advisors
Concord,
Massachusetts
|
$4.53M
|
+$72.8K
|
+1,273
|
+2%
|
|
|
210
|
Pacific Asset Management
Gig Harbor,
Washington
|
$4.52M
|
+$4.65M
|
+81,229
|
New
|
|
|
211
|
Private Wealth Management Group
Princeton,
New Jersey
|
$4.52M
|
-$423K
|
-7,396
|
-8%
|
|
|
212
|
Claris Advisors
St. Louis,
Missouri
|
$4.5M
|
+$14.9K
|
+261
|
+0.3%
|
|
|
213
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.49M
|
-$209K
|
-3,652
|
-4%
|
|
|
214
|
Mills Wealth Advisors
Southlake,
Texas
|
$4.48M
|
+$637K
|
+11,127
|
+16%
|
|
|
215
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.46M
|
–
|
–
|
–
|
|
|
216
|
1900 Wealth Management
San Antonio,
Texas
|
$4.39M
|
-$254K
|
-4,444
|
-5%
|
|
|
217
|
Valued Wealth Advisors
Holladay,
Utah
|
$4.33M
|
+$221K
|
+3,856
|
+5%
|
|
|
218
|
SC&H Financial Advisors
Sparks,
Maryland
|
$4.3M
|
+$123K
|
+2,151
|
+3%
|
|
|
219
|
Farther Finance Advisors
San Francisco,
California
|
$4.24M
|
+$225K
|
+3,927
|
+5%
|
|
|
220
|
|
$4.16M
|
-$238K
|
-4,164
|
-5%
|
|
|
221
|
Evensky & Katz
Coral Gables,
Florida
|
$4.15M
|
+$6.35K
|
+111
|
+0.1%
|
|
|
222
|
AQR Capital Management
Greenwich,
Connecticut
|
$4.13M
|
+$243K
|
+4,242
|
+6%
|
|
|
223
|
Concentrum Wealth Management
San Jose,
California
|
$4.08M
|
+$620K
|
+10,833
|
+17%
|
|
|
224
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.08M
|
-$63.2K
|
-1,105
|
-1%
|
|
|
225
|
Wealthstream Advisors
New York
|
$4.07M
|
-$305K
|
-5,337
|
-7%
|
|
