|
201
|
Impact Partnership Wealth
Marietta,
Georgia
|
$3.95M
|
+$765K
|
+8,445
|
+24%
|
|
|
202
|
Lake Street Private Wealth
Chicago,
Illinois
|
$3.94M
|
+$199K
|
+2,197
|
+5%
|
|
|
203
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.89M
|
-$92K
|
-1,016
|
-2%
|
|
|
204
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$3.88M
|
-$2.69M
|
-29,700
|
-41%
|
|
|
205
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.87M
|
+$1.77M
|
+19,601
|
+85%
|
|
|
206
|
Parallel Advisors
San Francisco,
California
|
$3.8M
|
-$138K
|
-1,529
|
-4%
|
|
|
207
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.79M
|
+$7.24K
|
+80
|
+0.2%
|
|
|
208
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$3.74M
|
+$4.8K
|
+53
|
+0.1%
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$3.73M
|
+$395K
|
+4,368
|
+12%
|
|
|
210
|
Rockefeller Capital Management
New York
|
$3.7M
|
-$58.9K
|
-651
|
-2%
|
|
|
211
|
Citadel Advisors
Miami,
Florida
|
$3.69M
|
+$3.69M
|
+40,743
|
New
|
|
|
212
|
Kelly Financial Services
Braintree,
Massachusetts
|
$3.63M
|
+$150K
|
+1,662
|
+4%
|
|
|
213
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.55M
|
+$55.2K
|
+610
|
+2%
|
|
|
214
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$3.55M
|
+$3.55M
|
+39,170
|
New
|
|
|
215
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.51M
|
+$317K
|
+3,499
|
+10%
|
|
|
216
|
Integrated Advisors Network
Dallas,
Texas
|
$3.5M
|
+$16.7K
|
+184
|
+0.5%
|
|
|
217
|
Private Wealth Advisors (California)
Fresno,
California
|
$3.49M
|
+$64.3K
|
+710
|
+2%
|
|
|
218
|
JT Stratford LLC
Gainesville,
Georgia
|
$3.48M
|
+$51.9K
|
+573
|
+2%
|
|
|
219
|
High Falls Advisors
Rochester,
New York
|
$3.46M
|
+$925K
|
+10,221
|
+37%
|
|
|
220
|
WrapManager Inc
Mill Valley,
California
|
$3.45M
|
+$332K
|
+3,663
|
+11%
|
|
|
221
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.43M
|
+$60.3K
|
+666
|
+2%
|
|
|
222
|
Tudor Investment Corp
Stamford,
Connecticut
|
$3.42M
|
+$2.19M
|
+24,148
|
+177%
|
|
|
223
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.39M
|
+$245K
|
+2,708
|
+8%
|
|
|
224
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$3.37M
|
+$361K
|
+3,990
|
+12%
|
|
|
225
|
Insight Wealth Partners
Plano,
Texas
|
$3.33M
|
+$37.1K
|
+410
|
+1%
|
|
