|
201
|
CVA Family Office
Denver,
Colorado
|
$11.4M
|
+$957K
|
+12,970
|
+9%
|
|
|
202
|
Summit Financial
Parsippany,
New Jersey
|
$11.4M
|
-$1.33M
|
-18,049
|
-11%
|
|
|
203
|
Capital International Investors
Los Angeles,
California
|
$11.4M
|
+$6.9M
|
+93,571
|
+165%
|
|
|
204
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$11.3M
|
+$32.1K
|
+435
|
+0.3%
|
|
|
205
|
Strategic Wealth Partners
Independence,
Ohio
|
$11.2M
|
-$223K
|
-3,022
|
-2%
|
|
|
206
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$11.2M
|
-$146K
|
-1,974
|
-1%
|
|
|
207
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.1M
|
+$84.2K
|
+1,141
|
+0.8%
|
|
|
208
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$11.1M
|
-$653K
|
-8,851
|
-6%
|
|
|
209
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$11.1M
|
+$387K
|
+5,249
|
+4%
|
|
|
210
|
Forte Asset Management
Bedford,
New York
|
$10.9M
|
+$117K
|
+1,592
|
+1%
|
|
|
211
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$10.9M
|
+$181K
|
+2,458
|
+2%
|
|
|
212
|
First Foundation Advisors
Irvine,
California
|
$10.9M
|
+$598K
|
+8,106
|
+6%
|
|
|
213
|
Essex Financial Services
Essex,
Connecticut
|
$10.8M
|
-$104K
|
-1,405
|
-1%
|
|
|
214
|
Modus Advisors
Excelsior,
Minnesota
|
$10.8M
|
+$142K
|
+1,927
|
+1%
|
|
|
215
|
Legacy Financial Advisors
Covington,
Kentucky
|
$10.7M
|
-$296K
|
-4,007
|
-3%
|
|
|
216
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$10.7M
|
-$89.8K
|
-1,217
|
-0.9%
|
|
|
217
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$10.6M
|
-$778K
|
-10,539
|
-7%
|
|
|
218
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.6M
|
+$436K
|
+5,912
|
+4%
|
|
|
219
|
|
$10.6M
|
-$83.4K
|
-1,131
|
-0.8%
|
|
|
220
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$10.6M
|
-$154K
|
-2,089
|
-1%
|
|
|
221
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10.5M
|
+$614K
|
+8,320
|
+6%
|
|
|
222
|
MGO One Seven
Beachwood,
Ohio
|
$10.5M
|
+$301K
|
+4,084
|
+3%
|
|
|
223
|
Harbour Investments
Madison,
Wisconsin
|
$10.4M
|
+$421K
|
+5,710
|
+4%
|
|
|
224
|
HF Advisory Group
Annapolis,
Maryland
|
$10.3M
|
+$415K
|
+5,620
|
+4%
|
|
|
225
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$10.2M
|
-$472K
|
-6,393
|
-5%
|
|
