|
201
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.56M
|
+$1.18M
|
+32,215
|
+27%
|
|
|
202
|
RAM Investment Partners
Bellevue,
Washington
|
$5.55M
|
-$53.6K
|
-1,460
|
-1%
|
|
|
203
|
Quantinno Capital Management
New York
|
$5.42M
|
-$710K
|
-19,317
|
-12%
|
|
|
204
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.42M
|
+$392K
|
+10,672
|
+8%
|
|
|
205
|
Gradient Capital Advisors
San Diego,
California
|
$5.42M
|
+$115K
|
+3,131
|
+2%
|
|
|
206
|
First Financial Group
Raleigh,
North Carolina
|
$5.41M
|
+$113K
|
+3,067
|
+2%
|
|
|
207
|
Atria Investments
Charlotte,
North Carolina
|
$5.37M
|
+$5.36M
|
+145,877
|
New
|
|
|
208
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$5.2M
|
-$82.4K
|
-2,243
|
-2%
|
|
|
209
|
Mather Group
Chicago,
Illinois
|
$5.18M
|
-$1.43M
|
-38,856
|
-22%
|
|
|
210
|
RBF Capital
San Francisco,
California
|
$5.16M
|
–
|
–
|
–
|
|
|
211
|
Foundry Financial
Pasadena,
California
|
$5.09M
|
+$841K
|
+22,888
|
+20%
|
|
|
212
|
Capital Performance Advisors
Walnut Creek,
California
|
$5.08M
|
-$7.64K
|
-208
|
-0.2%
|
|
|
213
|
Platform Wealth Management
Holladay,
Utah
|
$5.08M
|
+$5.07M
|
+137,892
|
New
|
|
|
214
|
Wealth Architects
Mountain View,
California
|
$5.07M
|
+$127K
|
+3,444
|
+3%
|
|
|
215
|
Kane Co Wealth Management
Johnston,
Iowa
|
$5.05M
|
-$20.4K
|
-556
|
-0.4%
|
|
|
216
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5M
|
+$10.9K
|
+296
|
+0.2%
|
|
|
217
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.89M
|
+$163K
|
+4,431
|
+3%
|
|
|
218
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.88M
|
–
|
–
|
–
|
|
|
219
|
McGrath & Associates
Asheville,
North Carolina
|
$4.79M
|
+$4.77M
|
+129,968
|
New
|
|
|
220
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.76M
|
+$554K
|
+15,070
|
+13%
|
|
|
221
|
DWR Wealth Management
San Jose,
California
|
$4.47M
|
-$194K
|
-5,280
|
-4%
|
|
|
222
|
Capstone Wealth Management
Billings,
Montana
|
$4.46M
|
-$2.5K
|
-68
|
-0.1%
|
|
|
223
|
XY Planning Network
Bozeman,
Montana
|
$4.44M
|
+$231K
|
+6,281
|
+5%
|
|
|
224
|
Summit Wealth Group
White River Junction,
Vermont
|
$4.43M
|
-$385K
|
-10,466
|
-8%
|
|
|
225
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.39M
|
+$228K
|
+6,219
|
+6%
|
|
