|
201
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$6.45M
|
+$1.75M
|
+53,224
|
+40%
|
|
|
202
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$6.35M
|
+$111K
|
+3,374
|
+2%
|
|
|
203
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.3M
|
-$36.2K
|
-1,102
|
-0.6%
|
|
|
204
|
WR Wealth Planners
Columbia,
Missouri
|
$6.22M
|
-$2.89K
|
-88
|
-0%
|
|
|
205
|
Steward Partners Investment Advisory
New York
|
$6.18M
|
-$525K
|
-15,988
|
-8%
|
|
|
206
|
Vivaldi Capital Management
Chicago,
Illinois
|
$6.13M
|
-$174K
|
-5,292
|
-3%
|
|
|
207
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.12M
|
+$3.17M
|
+96,445
|
+120%
|
|
|
208
|
GAMCO Investors
Greenwich,
Connecticut
|
$6.11M
|
-$32.8K
|
-1,000
|
-0.6%
|
|
|
209
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.1M
|
-$4.27M
|
-129,919
|
-42%
|
|
|
210
|
Independent Financial Group
San Diego,
California
|
$6.07M
|
+$51K
|
+1,552
|
+0.9%
|
|
|
211
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$6.07M
|
-$580K
|
-17,652
|
-9%
|
|
|
212
|
Axxcess Wealth Management
Carlsbad,
California
|
$6.06M
|
+$890K
|
+27,087
|
+18%
|
|
|
213
|
Wealth Management Partners
Tucson,
Arizona
|
$6.05M
|
-$32.8K
|
-1,000
|
-0.6%
|
|
|
214
|
NTV Asset Management
Charleston,
West Virginia
|
$6.03M
|
-$143K
|
-4,350
|
-2%
|
|
|
215
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$6.03M
|
-$14.7M
|
-446,245
|
-72%
|
|
|
216
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.99M
|
-$264K
|
-8,046
|
-4%
|
|
|
217
|
Insight Wealth Partners
Plano,
Texas
|
$5.93M
|
+$2.3K
|
+70
|
+0%
|
|
|
218
|
Sepio Capital
Salt Lake City,
Utah
|
$5.91M
|
+$604K
|
+18,382
|
+12%
|
|
|
219
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.85M
|
+$5.56M
|
+169,212
|
New
|
|
|
220
|
Greenline Partners
New York
|
$5.78M
|
-$4.14M
|
-126,217
|
-43%
|
|
|
221
|
AssetMark Inc
Concord,
California
|
$5.78M
|
+$939K
|
+28,581
|
+21%
|
|
|
222
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.7M
|
+$82.2K
|
+2,503
|
+2%
|
|
|
223
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$5.67M
|
–
|
–
|
–
|
|
|
224
|
Whitney & Co
Rochester,
New York
|
$5.67M
|
-$2.06M
|
-62,734
|
-28%
|
|
|
225
|
Allworth Financial
Folsom,
California
|
$5.65M
|
+$72.8K
|
+2,218
|
+1%
|
|
