|
176
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$760K
|
–
|
–
|
–
|
|
|
177
|
American Financial & Tax Strategies
New York
|
$756K
|
–
|
–
|
–
|
|
|
178
|
Rainier Family Wealth
Tacoma,
Washington
|
$753K
|
+$87K
|
+3,466
|
+13%
|
|
|
179
|
SimpliFi Inc
San Diego,
California
|
$747K
|
+$5.62K
|
+224
|
+0.7%
|
|
|
180
|
Insight Wealth Strategies
San Ramon,
California
|
$734K
|
+$2.58K
|
+103
|
+0.3%
|
|
|
181
|
Pure Financial Advisors
San Diego,
California
|
$734K
|
–
|
–
|
–
|
|
|
182
|
Howard Capital Management
Roswell,
Georgia
|
$720K
|
+$100
|
+4
|
+0%
|
|
|
183
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$706K
|
-$47.4K
|
-1,890
|
-6%
|
|
|
184
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$706K
|
-$223K
|
-8,873
|
-24%
|
|
|
185
|
Grimes & Company
Westborough,
Massachusetts
|
$693K
|
-$53.1M
|
-2,114,815
|
-99%
|
|
|
186
|
KeyBank National Association
Cleveland,
Ohio
|
$692K
|
-$344K
|
-13,707
|
-33%
|
|
|
187
|
Mattern Wealth Management
Lawrence,
Kansas
|
$692K
|
-$234K
|
-9,347
|
-25%
|
|
|
188
|
Clifford Group
Wayland,
Massachusetts
|
$691K
|
+$69.5K
|
+2,770
|
+11%
|
|
|
189
|
Concurrent Investment Advisors
Tampa,
Florida
|
$686K
|
+$93.7K
|
+3,736
|
+16%
|
|
|
190
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$681K
|
+$17.5K
|
+698
|
+3%
|
|
|
191
|
James J. Burns & Company
Melville,
New York
|
$677K
|
+$47.1K
|
+1,878
|
+7%
|
|
|
192
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$674K
|
+$1.2K
|
+48
|
+0.2%
|
|
|
193
|
Renaissance Technologies
New York
|
$667K
|
+$675K
|
+26,900
|
New
|
|
|
194
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$666K
|
-$32.9K
|
-1,310
|
-5%
|
|
|
195
|
Trust Point Inc
La Crosse,
Wisconsin
|
$665K
|
-$123K
|
-4,912
|
-15%
|
|
|
196
|
Manhattan West Asset Management
Los Angeles,
California
|
$661K
|
-$107K
|
-4,253
|
-14%
|
|
|
197
|
Clark Asset Management
Stratham,
New Hampshire
|
$660K
|
–
|
–
|
–
|
|
|
198
|
Naples Global Advisors
Naples,
Florida
|
$657K
|
+$20.1K
|
+800
|
+3%
|
|
|
199
|
Advisory Alpha
Holland,
Michigan
|
$653K
|
+$118K
|
+4,692
|
+22%
|
|
|
200
|
American Alpha Advisors
New York
|
$645K
|
–
|
–
|
–
|
|
