|
301
|
XML Financial
Bethesda,
Maryland
|
$5.73M
|
+$5.44M
|
+130,268
|
New
|
|
|
302
|
Colorado Capital Management
Boulder,
Colorado
|
$5.72M
|
-$201K
|
-4,820
|
-4%
|
|
|
303
|
Opes Wealth Management
Menlo Park,
California
|
$5.66M
|
-$81.3K
|
-1,948
|
-1%
|
|
|
304
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$5.65M
|
-$106K
|
-2,536
|
-2%
|
|
|
305
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.61M
|
–
|
–
|
–
|
|
|
306
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.6M
|
-$317K
|
-7,600
|
-6%
|
|
|
307
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$5.53M
|
+$5.25M
|
+125,800
|
New
|
|
|
308
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.5M
|
+$158K
|
+3,780
|
+3%
|
|
|
309
|
Private Vista
Chicago,
Illinois
|
$5.48M
|
-$16.4K
|
-392
|
-0.3%
|
|
|
310
|
AdvicePeriod
Los Angeles,
California
|
$5.48M
|
+$39.9K
|
+956
|
+0.8%
|
|
|
311
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$5.47M
|
-$20.2K
|
-484
|
-0.4%
|
|
|
312
|
Certuity
North Palm Beach,
Florida
|
$5.46M
|
+$5.18M
|
+124,136
|
New
|
|
|
313
|
St Louis Trust
Saint Louis,
Missouri
|
$5.44M
|
-$51.4K
|
-1,232
|
-1%
|
|
|
314
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.41M
|
+$1.18M
|
+28,268
|
+30%
|
|
|
315
|
Berry Group
Worcester,
Massachusetts
|
$5.31M
|
+$5.04M
|
+120,828
|
New
|
|
|
316
|
Arden Trust
Wilmington,
Delaware
|
$5.3M
|
-$38.1K
|
-912
|
-0.8%
|
|
|
317
|
Narwhal Capital Management
Marietta,
Georgia
|
$5.3M
|
+$929K
|
+22,260
|
+23%
|
|
|
318
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$5.27M
|
+$1.2M
|
+28,756
|
+32%
|
|
|
319
|
Ferris Capital
Marlborough,
Massachusetts
|
$5.26M
|
-$1K
|
-24
|
-0%
|
|
|
320
|
Homrich & Berg
Atlanta,
Georgia
|
$5.24M
|
-$121K
|
-2,908
|
-2%
|
|
|
321
|
Westshore Wealth
Newport Beach,
California
|
$5.15M
|
+$4.89M
|
+117,060
|
New
|
|
|
322
|
Domani Wealth
Lancaster,
Pennsylvania
|
$5.14M
|
-$24.9K
|
-596
|
-0.5%
|
|
|
323
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$5.08M
|
+$69.8K
|
+1,672
|
+1%
|
|
|
324
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$5.06M
|
+$690K
|
+16,532
|
+17%
|
|
|
325
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.98M
|
+$3.44M
|
+82,488
|
+269%
|
|
