|
201
|
Sollinda Capital Management
Miami,
Florida
|
$5.51M
|
+$471K
|
+9,596
|
+9%
|
|
|
202
|
AG Asset Advisory
Los Angeles,
California
|
$5.48M
|
+$535K
|
+10,906
|
+11%
|
|
|
203
|
Simplicity Wealth
Summit,
New Jersey
|
$5.48M
|
-$125K
|
-2,547
|
-2%
|
|
|
204
|
Evensky & Katz
Coral Gables,
Florida
|
$5.33M
|
-$266K
|
-5,414
|
-5%
|
|
|
205
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$5.33M
|
-$46.1K
|
-940
|
-0.8%
|
|
|
206
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$5.25M
|
+$5.32M
|
+108,407
|
New
|
|
|
207
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.22M
|
-$55.9K
|
-1,140
|
-1%
|
|
|
208
|
FMB Wealth Management
Westlake Village,
California
|
$5.12M
|
-$41.6K
|
-849
|
-0.8%
|
|
|
209
|
United Capital Financial Advisors
Irving,
Texas
|
$5.1M
|
+$1.96K
|
+40
|
+0%
|
|
|
210
|
Trace Wealth Advisors
Los Angeles,
California
|
$4.9M
|
–
|
–
|
–
|
|
|
211
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$4.88M
|
+$174K
|
+3,542
|
+4%
|
|
|
212
|
Vannoy Advisory Group
Austin,
Texas
|
$4.86M
|
-$29.8K
|
-608
|
-0.6%
|
|
|
213
|
Joel Isaacson & Co
New York
|
$4.82M
|
–
|
–
|
–
|
|
|
214
|
Rockefeller Capital Management
New York
|
$4.82M
|
+$716K
|
+14,587
|
+17%
|
|
|
215
|
Investment Advisory Group
Hanover,
Massachusetts
|
$4.76M
|
–
|
–
|
–
|
|
|
216
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.75M
|
–
|
–
|
–
|
|
|
217
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.74M
|
+$3.59M
|
+73,260
|
+299%
|
|
|
218
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$4.7M
|
-$43.7K
|
-891
|
-0.9%
|
|
|
219
|
US Bancorp
Minneapolis,
Minnesota
|
$4.66M
|
-$62.6K
|
-1,277
|
-1%
|
|
|
220
|
Summit Financial Strategies
Columbus,
Ohio
|
$4.62M
|
-$59.2K
|
-1,207
|
-1%
|
|
|
221
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$4.55M
|
+$12.6K
|
+257
|
+0.3%
|
|
|
222
|
McCartney Wealth Management
Clayton,
Missouri
|
$4.45M
|
-$134K
|
-2,730
|
-3%
|
|
|
223
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.33M
|
+$246K
|
+5,013
|
+6%
|
|
|
224
|
Pacific Asset Management
Gig Harbor,
Washington
|
$4.22M
|
-$120K
|
-2,451
|
-3%
|
|
|
225
|
TIAA-CREF Individual & Institutional Services
New York
|
$4.09M
|
+$4.14M
|
+84,470
|
New
|
|
