|
201
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$444K
|
-$19.5K
|
-360
|
-4%
|
|
|
202
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$440K
|
+$48.4K
|
+894
|
+12%
|
|
|
203
|
Parsons Capital Management
Providence,
Rhode Island
|
$425K
|
-$40.7K
|
-752
|
-9%
|
|
|
204
|
Personal CFO Solutions
Chester,
New Jersey
|
$423K
|
-$67.6K
|
-1,248
|
-14%
|
|
|
205
|
CreativeOne Wealth
Overland Park,
Kansas
|
$419K
|
-$17.6M
|
-325,345
|
-98%
|
|
|
206
|
BBJS Financial Advisors
Seattle,
Washington
|
$410K
|
-$61.9K
|
-1,142
|
-13%
|
|
|
207
|
Insigneo Advisory Services
Miami,
Florida
|
$405K
|
-$48.8K
|
-900
|
-11%
|
|
|
208
|
Crabel Capital Management
Los Angeles,
California
|
$400K
|
+$397K
|
+7,335
|
New
|
|
|
209
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$398K
|
-$32.4K
|
-599
|
-8%
|
|
|
210
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$392K
|
-$1.37M
|
-25,234
|
-78%
|
|
|
211
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$390K
|
–
|
–
|
–
|
|
|
212
|
Bartlett & Co
Cincinnati,
Ohio
|
$390K
|
–
|
–
|
–
|
|
|
213
|
|
$380K
|
+$377K
|
+6,960
|
New
|
|
|
214
|
Garrison Point Advisors
Walnut Creek,
California
|
$377K
|
–
|
–
|
–
|
|
|
215
|
Liberty Wealth Management
Oakland,
California
|
$377K
|
+$365K
|
+6,743
|
New
|
|
|
216
|
Kestra Private Wealth Services
Austin,
Texas
|
$374K
|
+$372K
|
+6,861
|
New
|
|
|
217
|
High Net Worth Advisory Group
Naples,
Florida
|
$374K
|
+$8.13K
|
+150
|
+2%
|
|
|
218
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$364K
|
+$46K
|
+849
|
+15%
|
|
|
219
|
Perigon Wealth Management
San Francisco,
California
|
$362K
|
-$3.37M
|
-62,197
|
-90%
|
|
|
220
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$360K
|
-$721K
|
-13,319
|
-67%
|
|
|
221
|
Cumberland Advisors
Sarasota,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
222
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$354K
|
+$15.4K
|
+285
|
+5%
|
|
|
223
|
Vontobel Holding
Zurich,
Switzerland
|
$351K
|
-$65K
|
-1,200
|
-16%
|
|
|
224
|
|
$349K
|
-$54.3K
|
-1,003
|
-14%
|
|
|
225
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$344K
|
–
|
–
|
–
|
|
