|
201
|
Burk Holdings
Tulsa,
Oklahoma
|
$8.67M
|
+$476K
|
+6,021
|
+6%
|
|
|
202
|
Tortoise Investment Management
White Plains,
New York
|
$8.63M
|
+$635K
|
+8,033
|
+8%
|
|
|
203
|
Quantum Financial Advisors
El Segundo,
California
|
$8.59M
|
–
|
–
|
–
|
|
|
204
|
CVA Family Office
Denver,
Colorado
|
$8.44M
|
+$778K
|
+9,836
|
+11%
|
|
|
205
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$8.36M
|
-$682K
|
-8,624
|
-8%
|
|
|
206
|
Semitam Bonam
Goshen,
New York
|
$8.32M
|
-$74.3K
|
-940
|
-0.9%
|
|
|
207
|
Fidelity Investments
Boston,
Massachusetts
|
$8.2M
|
+$946K
|
+11,963
|
+14%
|
|
|
208
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$8.2M
|
-$396K
|
-5,009
|
-5%
|
|
|
209
|
SNS Financial Group
Minneapolis,
Minnesota
|
$7.98M
|
+$1.77M
|
+22,337
|
+30%
|
|
|
210
|
Arista Wealth Management
Las Vegas,
Nevada
|
$7.97M
|
-$175K
|
-2,216
|
-2%
|
|
|
211
|
Ridgeline Wealth
Mesa,
Arizona
|
$7.9M
|
-$313K
|
-3,956
|
-4%
|
|
|
212
|
EnRich Financial Partners
Madison,
Wisconsin
|
$7.88M
|
-$53.9K
|
-681
|
-0.7%
|
|
|
213
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.64M
|
+$10.3K
|
+130
|
+0.1%
|
|
|
214
|
DWR Wealth Management
San Jose,
California
|
$7.45M
|
+$1.29M
|
+16,317
|
+22%
|
|
|
215
|
Diversify Wealth Management
Sandy,
Utah
|
$7.42M
|
+$1.18M
|
+14,900
|
+19%
|
|
|
216
|
Diversify Advisory Services
Sandy,
Utah
|
$7.42M
|
+$7.26M
|
+91,833
|
New
|
|
|
217
|
Aurelius Family Office
Bedford,
New Hampshire
|
$7.27M
|
-$214K
|
-2,707
|
-3%
|
|
|
218
|
Gemmer Asset Management
Walnut Creek,
California
|
$7.24M
|
+$24.4K
|
+309
|
+0.4%
|
|
|
219
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$7.18M
|
-$370K
|
-4,683
|
-5%
|
|
|
220
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.15M
|
-$172K
|
-2,170
|
-2%
|
|
|
221
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$6.97M
|
–
|
–
|
–
|
|
|
222
|
RFG Advisory
Birmingham,
Alabama
|
$6.95M
|
-$123K
|
-1,552
|
-2%
|
|
|
223
|
Symmetry Partners
Glastonbury,
Connecticut
|
$6.77M
|
+$88.6K
|
+1,121
|
+1%
|
|
|
224
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.72M
|
-$855K
|
-10,818
|
-12%
|
|
|
225
|
United Capital Financial Advisors
Irving,
Texas
|
$6.63M
|
-$115K
|
-1,459
|
-2%
|
|
