|
201
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.05M
|
+$428K
|
+12,292
|
+9%
|
|
|
202
|
|
$5.04M
|
+$185K
|
+5,317
|
+4%
|
|
|
203
|
Gradient Capital Advisors
San Diego,
California
|
$4.89M
|
+$43.7K
|
+1,257
|
+0.9%
|
|
|
204
|
First Financial Group
Raleigh,
North Carolina
|
$4.89M
|
+$262K
|
+7,522
|
+6%
|
|
|
205
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$4.87M
|
-$22.8K
|
-655
|
-0.5%
|
|
|
206
|
WealthSpring Partners
Long Beach,
California
|
$4.86M
|
+$265K
|
+7,615
|
+6%
|
|
|
207
|
RBF Capital
San Francisco,
California
|
$4.76M
|
–
|
–
|
–
|
|
|
208
|
Capital Performance Advisors
Walnut Creek,
California
|
$4.69M
|
-$35.5K
|
-1,019
|
-0.7%
|
|
|
209
|
Kane Co Wealth Management
Johnston,
Iowa
|
$4.67M
|
-$191K
|
-5,500
|
-4%
|
|
|
210
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.63M
|
+$665K
|
+19,113
|
+16%
|
|
|
211
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.6M
|
-$8.21K
|
-236
|
-0.2%
|
|
|
212
|
Wealth Architects
Mountain View,
California
|
$4.56M
|
-$101K
|
-2,907
|
-2%
|
|
|
213
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.5M
|
+$22.3K
|
+640
|
+0.5%
|
|
|
214
|
Summit Wealth Group
White River Junction,
Vermont
|
$4.44M
|
-$173K
|
-4,963
|
-4%
|
|
|
215
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.36M
|
-$148K
|
-4,259
|
-3%
|
|
|
216
|
MML Investors Services
Springfield,
Massachusetts
|
$4.28M
|
-$476K
|
-13,692
|
-10%
|
|
|
217
|
Capstone Wealth Management
Billings,
Montana
|
$4.2M
|
-$49.7K
|
-1,429
|
-1%
|
|
|
218
|
DWR Wealth Management
San Jose,
California
|
$4.2M
|
–
|
–
|
–
|
|
|
219
|
GK Wealth Management
Reno,
Nevada
|
$4.2M
|
+$4.43M
|
+127,398
|
New
|
|
|
220
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.03M
|
+$1.33M
|
+38,222
|
+47%
|
|
|
221
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$4.01M
|
–
|
–
|
–
|
|
|
222
|
Choreo LLC
Rockford,
Illinois
|
$4M
|
+$1.99M
|
+57,287
|
+95%
|
|
|
223
|
Versant Capital Management
Phoenix,
Arizona
|
$3.98M
|
+$2.12K
|
+61
|
+0.1%
|
|
|
224
|
Evernest Financial Advisors
Carmel,
Indiana
|
$3.95M
|
-$96.6K
|
-2,777
|
-2%
|
|
|
225
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$3.95M
|
+$26.1K
|
+750
|
+0.6%
|
|
