|
201
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.2M
|
-$92K
|
-1,321
|
-2%
|
|
|
202
|
United Capital Financial Advisors
Irving,
Texas
|
$6.12M
|
-$39.7K
|
-570
|
-0.7%
|
|
|
203
|
Ridgeline Wealth
Mesa,
Arizona
|
$6.07M
|
+$264K
|
+3,788
|
+5%
|
|
|
204
|
Vantage Point Financial
Lisle,
Illinois
|
$5.99M
|
-$328K
|
-4,710
|
-5%
|
|
|
205
|
Bridgewater Advisors
New York
|
$5.94M
|
-$12.9K
|
-185
|
-0.2%
|
|
|
206
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$5.89M
|
-$59.5K
|
-854
|
-1%
|
|
|
207
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.83M
|
-$138K
|
-1,980
|
-2%
|
|
|
208
|
Grunden Financial Advisory
Denton,
Texas
|
$5.82M
|
-$35.2K
|
-505
|
-0.6%
|
|
|
209
|
IFG Advisory
Atlanta,
Georgia
|
$5.78M
|
-$16.7K
|
-239
|
-0.3%
|
|
|
210
|
Dopkins Wealth Management
Williamsville,
New York
|
$5.72M
|
-$14.1K
|
-203
|
-0.3%
|
|
|
211
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.7M
|
-$6.03M
|
-86,510
|
-52%
|
|
|
212
|
Mission Wealth Management
Santa Barbara,
California
|
$5.68M
|
-$88.5K
|
-1,270
|
-2%
|
|
|
213
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.49M
|
-$208K
|
-2,987
|
-4%
|
|
|
214
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.37M
|
+$105K
|
+1,506
|
+2%
|
|
|
215
|
Virtue Asset Management
Barrington,
Illinois
|
$5.35M
|
+$5.14M
|
+73,836
|
New
|
|
|
216
|
CVA Family Office
Denver,
Colorado
|
$5.17M
|
+$161K
|
+2,304
|
+3%
|
|
|
217
|
Avant Financial Advisors
Austin,
Texas
|
$5.12M
|
-$8.85K
|
-127
|
-0.2%
|
|
|
218
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$5.12M
|
+$4.92M
|
+70,637
|
New
|
|
|
219
|
Ariadne Wealth Management
Santa Barbara,
California
|
$4.99M
|
–
|
–
|
–
|
|
|
220
|
Fidelity Investments
Boston,
Massachusetts
|
$4.94M
|
+$603K
|
+8,650
|
+15%
|
|
|
221
|
Independent Wealth Network
Urbandale,
Iowa
|
$4.9M
|
-$120K
|
-1,728
|
-2%
|
|
|
222
|
Centennial Bank
Conway,
Arkansas
|
$4.86M
|
-$629K
|
-9,034
|
-12%
|
|
|
223
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$4.81M
|
+$15.7K
|
+225
|
+0.3%
|
|
|
224
|
Advisory Services Network
Atlanta,
Georgia
|
$4.8M
|
-$179K
|
-2,575
|
-4%
|
|
|
225
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.77M
|
+$16.7K
|
+239
|
+0.4%
|
|
