|
201
|
Financial Perspectives
Minneapolis,
Minnesota
|
$704K
|
–
|
–
|
–
|
|
|
202
|
Asset Dedication LLC
San Francisco,
California
|
$703K
|
-$6.91K
|
-246
|
-1%
|
|
|
203
|
Citadel Advisors
Miami,
Florida
|
$697K
|
+$673K
|
+23,968
|
New
|
|
|
204
|
Cedar Wealth Management
Walnut Creek,
California
|
$690K
|
+$55K
|
+1,958
|
+9%
|
|
|
205
|
D'Orazio & Associates
Falls Church,
Virginia
|
$661K
|
+$421
|
+15
|
+0.1%
|
|
|
206
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$655K
|
+$55.1K
|
+1,963
|
+10%
|
|
|
207
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$652K
|
-$20.6K
|
-734
|
-3%
|
|
|
208
|
Coldstream Capital Management
Bellevue,
Washington
|
$651K
|
+$629K
|
+22,408
|
New
|
|
|
209
|
Brown Advisory
Baltimore,
Maryland
|
$650K
|
-$216K
|
-7,701
|
-26%
|
|
|
210
|
Theory Financial
Fort Collins,
Colorado
|
$633K
|
+$611K
|
+21,775
|
New
|
|
|
211
|
Stone Summit Wealth
Miami,
Florida
|
$625K
|
+$22.2K
|
+790
|
+4%
|
|
|
212
|
DDD Partners
Bellevue,
Washington
|
$608K
|
+$1.63K
|
+58
|
+0.3%
|
|
|
213
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$607K
|
-$9.77K
|
-348
|
-2%
|
|
|
214
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$605K
|
+$76.2K
|
+2,713
|
+15%
|
|
|
215
|
Tanglewood Wealth Management
Houston,
Texas
|
$600K
|
+$200K
|
+7,124
|
+53%
|
|
|
216
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$591K
|
–
|
–
|
–
|
|
|
217
|
Fidelity Investments
Boston,
Massachusetts
|
$580K
|
-$36.6K
|
-1,305
|
-6%
|
|
|
218
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$570K
|
+$550K
|
+19,604
|
New
|
|
|
219
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$559K
|
+$540K
|
+19,239
|
New
|
|
|
220
|
Advisory Services Network
Atlanta,
Georgia
|
$556K
|
+$26.9K
|
+959
|
+5%
|
|
|
221
|
BCS Wealth Management
Johnson City,
Tennessee
|
$546K
|
-$4.07K
|
-145
|
-0.8%
|
|
|
222
|
Arete Wealth Advisors
Chicago,
Illinois
|
$544K
|
+$50.2K
|
+1,787
|
+11%
|
|
|
223
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$542K
|
+$38.3K
|
+1,363
|
+8%
|
|
|
224
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$542K
|
+$20.9K
|
+745
|
+4%
|
|
|
225
|
|
$541K
|
-$101K
|
-3,598
|
-16%
|
|
