|
201
|
Choreo LLC
Rockford,
Illinois
|
$12.6M
|
-$4.13M
|
-23,254
|
-26%
|
|
|
202
|
SteelPeak Wealth
Woodland Hills,
California
|
$12.6M
|
+$11.6M
|
+65,193
|
+2,806%
|
|
|
203
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$12.6M
|
+$437K
|
+2,457
|
+4%
|
|
|
204
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$12.5M
|
+$11.9M
|
+67,150
|
New
|
|
|
205
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$12.3M
|
-$668K
|
-3,757
|
-5%
|
|
|
206
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$12.3M
|
+$11.7M
|
+65,773
|
New
|
|
|
207
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$12.3M
|
+$74.7K
|
+420
|
+0.6%
|
|
|
208
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$12.2M
|
-$705K
|
-3,964
|
-6%
|
|
|
209
|
Avitas Wealth Management
Los Angeles,
California
|
$12M
|
-$6.02M
|
-33,896
|
-35%
|
|
|
210
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$11.9M
|
+$320K
|
+1,802
|
+3%
|
|
|
211
|
J.W. Cole Advisors
Tampa,
Florida
|
$11.9M
|
+$279K
|
+1,567
|
+3%
|
|
|
212
|
Sepio Capital
Salt Lake City,
Utah
|
$11.7M
|
–
|
–
|
–
|
|
|
213
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$11.7M
|
-$430K
|
-2,419
|
-4%
|
|
|
214
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$11.6M
|
-$600K
|
-3,378
|
-5%
|
|
|
215
|
Efficient Advisors
Mason,
Ohio
|
$11.4M
|
-$1.12M
|
-6,300
|
-9%
|
|
|
216
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.4M
|
+$10.8M
|
+60,914
|
+2,799%
|
|
|
217
|
Astoria Strategic Wealth
Conroe,
Texas
|
$11.3M
|
+$258K
|
+1,451
|
+2%
|
|
|
218
|
Cosner Financial Group
Windsor,
Colorado
|
$11.3M
|
+$180K
|
+1,013
|
+2%
|
|
|
219
|
Bank of Stockton
Stockton,
California
|
$11.3M
|
-$324K
|
-1,823
|
-3%
|
|
|
220
|
DZ Bank
Frankfurt Am Main,
Germany
|
$11.1M
|
+$10.6M
|
+59,643
|
New
|
|
|
221
|
Graypoint LLC
Albany,
New York
|
$11M
|
+$1.47M
|
+8,252
|
+16%
|
|
|
222
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$11M
|
-$538K
|
-3,024
|
-5%
|
|
|
223
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$10.9M
|
+$18.1K
|
+102
|
+0.2%
|
|
|
224
|
Detalus Advisors
St. Louis,
Missouri
|
$10.9M
|
+$2.26M
|
+12,726
|
+28%
|
|
|
225
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10.9M
|
+$1.28M
|
+7,222
|
+14%
|
|
