|
201
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.55M
|
+$334K
|
+24,581
|
+11%
|
|
|
202
|
Prospera Financial Services
Dallas,
Texas
|
$3.53M
|
+$378K
|
+27,777
|
+12%
|
|
|
203
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.52M
|
-$53.9K
|
-3,964
|
-2%
|
|
|
204
|
Morningstar Investment Management
Chicago,
Illinois
|
$3.46M
|
–
|
–
|
–
|
|
|
205
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.44M
|
+$75.6K
|
+5,566
|
+2%
|
|
|
206
|
Cercano Management
Bellevue,
Washington
|
$3.4M
|
–
|
–
|
–
|
|
|
207
|
Anthracite Investment Company
Fort Worth,
Texas
|
$3.3M
|
+$3.25M
|
+239,210
|
New
|
|
|
208
|
Pacer Advisors
Malvern,
Pennsylvania
|
$3.28M
|
+$1.39M
|
+102,283
|
+76%
|
|
|
209
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.27M
|
+$519K
|
+38,220
|
+19%
|
|
|
210
|
|
$3.25M
|
+$139K
|
+10,216
|
+5%
|
|
|
211
|
Empowered Funds
Havertown,
Pennsylvania
|
$3.25M
|
+$3.2M
|
+235,608
|
New
|
|
|
212
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$3.22M
|
+$34.9K
|
+2,566
|
+1%
|
|
|
213
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.21M
|
+$176K
|
+12,967
|
+6%
|
|
|
214
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$3.15M
|
+$10.5K
|
+769
|
+0.3%
|
|
|
215
|
180 Wealth Advisors
Federal Way,
Washington
|
$3.15M
|
-$3.91K
|
-288
|
-0.1%
|
|
|
216
|
American Assets Investment Management
San Diego,
California
|
$3.12M
|
–
|
–
|
–
|
|
|
217
|
Northern Right Capital Management
Darien,
Connecticut
|
$3.09M
|
-$547K
|
-40,215
|
-15%
|
|
|
218
|
Waverly Advisors
Birmingham,
Alabama
|
$3.07M
|
+$3.02M
|
+222,531
|
New
|
|
|
219
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.01M
|
+$39.7K
|
+2,923
|
+1%
|
|
|
220
|
Bramshill Investments
Naples,
Florida
|
$3.01M
|
+$2.96M
|
+218,115
|
New
|
|
|
221
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$2.98M
|
+$161K
|
+11,872
|
+6%
|
|
|
222
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.95M
|
+$270K
|
+19,894
|
+10%
|
|
|
223
|
Acadian Asset Management
Boston,
Massachusetts
|
$2.94M
|
+$2.75M
|
+202,257
|
+1,870%
|
|
|
224
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.88M
|
+$790K
|
+58,147
|
+39%
|
|
|
225
|
Jefferies Financial Group
New York
|
$2.88M
|
-$14
|
-1
|
-0%
|
|
