|
76
|
|
$6.28M
|
-$154K
|
-3,046
|
-2%
|
|
|
77
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.19M
|
+$420K
|
+8,304
|
+7%
|
|
|
78
|
|
$6.16M
|
+$6.18M
|
+122,200
|
New
|
|
|
79
|
Snider Financial Group
Bellevue,
Washington
|
$6.15M
|
-$132K
|
-2,606
|
-2%
|
|
|
80
|
LongView Wealth Management
Atlanta,
Georgia
|
$5.92M
|
+$75.8K
|
+1,499
|
+1%
|
|
|
81
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.9M
|
-$505K
|
-10,000
|
-8%
|
|
|
82
|
First International Bank & Trust
Watford City,
North Dakota
|
$5.88M
|
-$400K
|
-7,920
|
-6%
|
|
|
83
|
Summit Wealth Group
White River Junction,
Vermont
|
$5.6M
|
+$230K
|
+4,550
|
+4%
|
|
|
84
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.59M
|
-$192K
|
-3,796
|
-3%
|
|
|
85
|
Shufro Rose & Co
New York
|
$5.58M
|
+$4.32M
|
+85,452
|
+340%
|
|
|
86
|
Capital Advantage
Walnut Creek,
California
|
$5.53M
|
+$3.47M
|
+68,722
|
+168%
|
|
|
87
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.37M
|
-$378K
|
-7,480
|
-7%
|
|
|
88
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$5.18M
|
+$1.03M
|
+20,417
|
+25%
|
|
|
89
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.07M
|
-$3.8M
|
-75,179
|
-43%
|
|
|
90
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$5.05M
|
+$223K
|
+4,414
|
+5%
|
|
|
91
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.04M
|
+$5.04M
|
+99,727
|
New
|
|
|
92
|
OFC Financial Planning
Short Hills,
New Jersey
|
$4.98M
|
+$4.99M
|
+98,710
|
New
|
|
|
93
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$4.94M
|
+$715K
|
+14,143
|
+17%
|
|
|
94
|
Goldstein Advisors
Madison,
Wisconsin
|
$4.87M
|
+$4.88M
|
+96,615
|
New
|
|
|
95
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.79M
|
+$4.8M
|
+94,894
|
New
|
|
|
96
|
RHS Financial
San Francisco,
California
|
$4.65M
|
-$381K
|
-7,537
|
-8%
|
|
|
97
|
RFP Financial Group
Atlanta,
Georgia
|
$4.62M
|
+$622K
|
+12,310
|
+16%
|
|
|
98
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4.61M
|
-$389K
|
-7,703
|
-8%
|
|
|
99
|
|
$4.58M
|
+$1.41M
|
+27,948
|
+44%
|
|
|
100
|
Bison Wealth
Atlanta,
Georgia
|
$4.55M
|
+$1.11M
|
+21,925
|
+32%
|
|
