|
201
|
Ridgeline Wealth
Mesa,
Arizona
|
$7.11M
|
+$659K
|
+8,892
|
+10%
|
|
|
202
|
Burk Holdings
Tulsa,
Oklahoma
|
$7.08M
|
+$654K
|
+8,820
|
+10%
|
|
|
203
|
Arista Wealth Management
Las Vegas,
Nevada
|
$7.05M
|
+$5.6M
|
+75,622
|
+317%
|
|
|
204
|
Tortoise Investment Management
White Plains,
New York
|
$6.9M
|
+$477K
|
+6,440
|
+7%
|
|
|
205
|
EnRich Financial Partners
Madison,
Wisconsin
|
$6.87M
|
-$12.7K
|
-171
|
-0.2%
|
|
|
206
|
CVA Family Office
Denver,
Colorado
|
$6.61M
|
+$942K
|
+12,711
|
+16%
|
|
|
207
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.6M
|
+$276K
|
+3,730
|
+4%
|
|
|
208
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.58M
|
+$412K
|
+5,562
|
+6%
|
|
|
209
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$6.55M
|
-$205K
|
-2,761
|
-3%
|
|
|
210
|
Aurelius Family Office
Bedford,
New Hampshire
|
$6.48M
|
-$248K
|
-3,350
|
-4%
|
|
|
211
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.34M
|
+$10.6K
|
+143
|
+0.2%
|
|
|
212
|
Fidelity Investments
Boston,
Massachusetts
|
$6.25M
|
+$307K
|
+4,137
|
+5%
|
|
|
213
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.25M
|
+$151K
|
+2,032
|
+2%
|
|
|
214
|
Bridgewater Advisors
New York
|
$6.2M
|
-$2.44K
|
-33
|
-0%
|
|
|
215
|
Innovative Wealth Building
California,
Maryland
|
$6.17M
|
-$26.9K
|
-363
|
-0.4%
|
|
|
216
|
RFG Advisory
Birmingham,
Alabama
|
$6.13M
|
-$223K
|
-3,015
|
-3%
|
|
|
217
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.03M
|
-$24.8K
|
-334
|
-0.4%
|
|
|
218
|
Diversify Wealth Management
Sandy,
Utah
|
$5.96M
|
+$5.7M
|
+76,933
|
New
|
|
|
219
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$5.86M
|
+$1.07M
|
+14,409
|
+20%
|
|
|
220
|
United Capital Financial Advisors
Irving,
Texas
|
$5.84M
|
+$44.8K
|
+604
|
+0.7%
|
|
|
221
|
Symmetry Partners
Glastonbury,
Connecticut
|
$5.78M
|
-$450K
|
-6,073
|
-7%
|
|
|
222
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$5.69M
|
+$650K
|
+8,766
|
+12%
|
|
|
223
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.56M
|
-$31.6K
|
-426
|
-0.5%
|
|
|
224
|
Dopkins Wealth Management
Williamsville,
New York
|
$5.49M
|
-$134K
|
-1,809
|
-2%
|
|
|
225
|
Vantage Point Financial
Lisle,
Illinois
|
$5.48M
|
-$286K
|
-3,862
|
-5%
|
|
