|
201
|
Clear Point Advisors
Melville,
New York
|
$1.17M
|
+$1.09M
|
+56,673
|
New
|
|
|
202
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.14M
|
+$706K
|
+36,729
|
+199%
|
|
|
203
|
Wade Financial Advisory
Campbell,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
204
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.1M
|
+$116K
|
+6,009
|
+13%
|
|
|
205
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$1.07M
|
+$2.37K
|
+123
|
+0.2%
|
|
|
206
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.04M
|
+$972K
|
+50,562
|
New
|
|
|
207
|
KCM Investment Advisors
Greenbrae,
California
|
$1.03M
|
+$32.9K
|
+1,710
|
+4%
|
|
|
208
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$991K
|
+$342K
|
+17,781
|
+59%
|
|
|
209
|
Warner Financial
Bethesda,
Maryland
|
$991K
|
+$146K
|
+7,578
|
+19%
|
|
|
210
|
Perigon Wealth Management
San Francisco,
California
|
$943K
|
+$64.6K
|
+3,360
|
+8%
|
|
|
211
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$934K
|
-$27.4K
|
-1,425
|
-3%
|
|
|
212
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$924K
|
-$31.4K
|
-1,632
|
-3%
|
|
|
213
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$878K
|
+$818K
|
+42,543
|
New
|
|
|
214
|
Vanguard Group
Malvern,
Pennsylvania
|
$875K
|
+$269K
|
+14,001
|
+49%
|
|
|
215
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$861K
|
-$273K
|
-14,181
|
-25%
|
|
|
216
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$861K
|
-$273K
|
-14,181
|
-25%
|
|
|
217
|
Integrated Advisors Network
Dallas,
Texas
|
$859K
|
-$5.54K
|
-288
|
-0.7%
|
|
|
218
|
|
$813K
|
+$758K
|
+39,393
|
New
|
|
|
219
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$811K
|
+$756K
|
+39,300
|
New
|
|
|
220
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$786K
|
+$78.1K
|
+4,062
|
+12%
|
|
|
221
|
VitalStone Financial
Shavano Park,
Texas
|
$784K
|
-$1.44K
|
-75
|
-0.2%
|
|
|
222
|
Larson Financial Group
St Louis,
Missouri
|
$783K
|
+$434K
|
+22,569
|
+147%
|
|
|
223
|
Chilton Capital Management
Houston,
Texas
|
$782K
|
-$14.4K
|
-747
|
-2%
|
|
|
224
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$762K
|
-$30.8K
|
-1,602
|
-4%
|
|
|
225
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$759K
|
-$16.4K
|
-852
|
-2%
|
|
