|
226
|
10Elms LLP
Tulsa,
Oklahoma
|
$625K
|
+$628K
|
+26,070
|
New
|
|
|
227
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$623K
|
–
|
–
|
–
|
|
|
228
|
Ritholtz Wealth Management
New York
|
$622K
|
-$16K
|
-666
|
-3%
|
|
|
229
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$613K
|
–
|
–
|
–
|
|
|
230
|
Wealthspire Advisors (New York)
New York
|
$611K
|
+$614K
|
+25,491
|
New
|
|
|
231
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$608K
|
+$148K
|
+6,161
|
+32%
|
|
|
232
|
Duncker Streett & Co
St. Louis,
Missouri
|
$596K
|
+$197K
|
+8,180
|
+49%
|
|
|
233
|
Autumn Glory Partners
Dallas,
Texas
|
$594K
|
-$38K
|
-1,580
|
-6%
|
|
|
234
|
Black Swift Group
Boulder,
Colorado
|
$588K
|
-$160K
|
-6,650
|
-21%
|
|
|
235
|
One Plus One Wealth Management
Jupiter,
Florida
|
$575K
|
+$578K
|
+24,000
|
New
|
|
|
236
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$573K
|
+$2.91K
|
+121
|
+0.5%
|
|
|
237
|
Advisory Services Network
Atlanta,
Georgia
|
$566K
|
+$287K
|
+11,939
|
+102%
|
|
|
238
|
Dearborn Partners
Chicago,
Illinois
|
$544K
|
+$241
|
+10
|
+0%
|
|
|
239
|
Montis Financial
Waltham,
Massachusetts
|
$544K
|
+$547K
|
+22,713
|
New
|
|
|
240
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$542K
|
+$321K
|
+13,315
|
+143%
|
|
|
241
|
Mattern Capital Management
Lakewood,
Colorado
|
$537K
|
+$12K
|
+500
|
+2%
|
|
|
242
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$536K
|
+$11.8K
|
+489
|
+2%
|
|
|
243
|
Jones Financial Companies
Des Peres,
Missouri
|
$518K
|
+$310K
|
+12,882
|
+147%
|
|
|
244
|
1900 Wealth Management
San Antonio,
Texas
|
$511K
|
+$7.51K
|
+312
|
+1%
|
|
|
245
|
Straight Path Wealth Management
Jenison,
Michigan
|
$501K
|
+$20.8K
|
+866
|
+4%
|
|
|
246
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$496K
|
+$234K
|
+9,702
|
+88%
|
|
|
247
|
Alterna Wealth Management
Houston,
Texas
|
$495K
|
+$28.5K
|
+1,182
|
+6%
|
|
|
248
|
Neuberger Berman Group
New York
|
$492K
|
–
|
–
|
–
|
|
|
249
|
BCS Wealth Management
Johnson City,
Tennessee
|
$471K
|
–
|
–
|
–
|
|
|
250
|
Lee Financial
Dallas,
Texas
|
$466K
|
-$468K
|
-19,430
|
Closed
|
|
