|
201
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$5.52M
|
+$91.5K
|
+777
|
+2%
|
|
|
202
|
Corient Private Wealth
Miami,
Florida
|
$5.51M
|
-$876K
|
-7,440
|
-14%
|
|
|
203
|
Semitam Bonam
Goshen,
New York
|
$5.5M
|
+$179K
|
+1,522
|
+3%
|
|
|
204
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$5.47M
|
+$436K
|
+3,706
|
+9%
|
|
|
205
|
CFO4Life Group
Coppell,
Texas
|
$5.45M
|
-$266K
|
-2,259
|
-5%
|
|
|
206
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.42M
|
+$240K
|
+2,042
|
+5%
|
|
|
207
|
1 North Wealth Services
Annapolis,
Maryland
|
$5.37M
|
+$249K
|
+2,116
|
+5%
|
|
|
208
|
Compass Financial Group
Dublin,
Ohio
|
$5.25M
|
+$79.7K
|
+677
|
+2%
|
|
|
209
|
Veridan Wealth
West Linn,
Oregon
|
$5.24M
|
+$2.86M
|
+24,310
|
+120%
|
|
|
210
|
Larch Capital Partners
Miami,
Florida
|
$5.23M
|
-$396K
|
-3,366
|
-7%
|
|
|
211
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.2M
|
-$16.4K
|
-139
|
-0.3%
|
|
|
212
|
Pinnacle Associates
New York
|
$5.2M
|
+$141K
|
+1,195
|
+3%
|
|
|
213
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$5.19M
|
-$57.7K
|
-490
|
-1%
|
|
|
214
|
Natixis Advisors
Boston,
Massachusetts
|
$5.18M
|
+$2.01M
|
+17,068
|
+63%
|
|
|
215
|
Acropolis Investment Management
St. Louis,
Missouri
|
$5.12M
|
+$1.31M
|
+11,164
|
+34%
|
|
|
216
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.09M
|
+$280K
|
+2,380
|
+6%
|
|
|
217
|
Financial Management Network
Mission Viejo,
California
|
$5.07M
|
-$487K
|
-4,136
|
-9%
|
|
|
218
|
Storen Legacy Partners
Zionsville,
Indiana
|
$5.07M
|
+$550K
|
+4,668
|
+12%
|
|
|
219
|
Monument Capital Management
Alexandria,
Virginia
|
$5.03M
|
+$448K
|
+3,809
|
+10%
|
|
|
220
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.02M
|
+$50.9K
|
+432
|
+1%
|
|
|
221
|
Atria Investments
Charlotte,
North Carolina
|
$4.92M
|
-$415K
|
-3,521
|
-8%
|
|
|
222
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$4.84M
|
+$317K
|
+2,696
|
+7%
|
|
|
223
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$4.84M
|
+$601K
|
+5,103
|
+14%
|
|
|
224
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$4.74M
|
+$3.38M
|
+28,689
|
+246%
|
|
|
225
|
Unique Wealth
Clearwater,
Florida
|
$4.66M
|
+$669K
|
+5,681
|
+17%
|
|
