|
201
|
Institute for Wealth Management
Denver,
Colorado
|
$2.06M
|
+$230K
|
+1,096
|
+13%
|
|
|
202
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$2.04M
|
-$67.4K
|
-321
|
-3%
|
|
|
203
|
Zhang Financial
Portage,
Michigan
|
$2.02M
|
-$348K
|
-1,658
|
-15%
|
|
|
204
|
Integrated Advisors Network
Dallas,
Texas
|
$1.95M
|
–
|
–
|
–
|
|
|
205
|
Credit Suisse
Zurich,
Switzerland
|
$1.94M
|
-$106K
|
-505
|
-5%
|
|
|
206
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.94M
|
+$2.52K
|
+12
|
+0.1%
|
|
|
207
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.91M
|
-$159K
|
-756
|
-8%
|
|
|
208
|
SL Advisors
Westfield,
New Jersey
|
$1.89M
|
-$236K
|
-1,122
|
-12%
|
|
|
209
|
Ashford Advisors
Pittsford,
New York
|
$1.89M
|
+$1.78M
|
+8,460
|
New
|
|
|
210
|
BBVA USA Bancshares
Houston,
Texas
|
$1.78M
|
-$13.4K
|
-64
|
-0.8%
|
|
|
211
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.76M
|
+$536K
|
+2,553
|
+48%
|
|
|
212
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.75M
|
-$183K
|
-873
|
-10%
|
|
|
213
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1.66M
|
-$35.7K
|
-170
|
-2%
|
|
|
214
|
Beacon Financial Group
Dallas,
Texas
|
$1.64M
|
–
|
–
|
–
|
|
|
215
|
|
$1.6M
|
-$31.5K
|
-150
|
-2%
|
|
|
216
|
Sonata Capital Group
Seattle,
Washington
|
$1.58M
|
-$42K
|
-200
|
-3%
|
|
|
217
|
Rockefeller Capital Management
New York
|
$1.53M
|
+$1.34M
|
+6,379
|
+1,307%
|
|
|
218
|
IMA Advisory Services
Denver,
Colorado
|
$1.53M
|
-$84K
|
-400
|
-6%
|
|
|
219
|
Mercer Global Advisors
Denver,
Colorado
|
$1.52M
|
+$695K
|
+3,308
|
+95%
|
|
|
220
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$1.5M
|
-$65.7K
|
-313
|
-4%
|
|
|
221
|
Ironwood Investment Management
Boston,
Massachusetts
|
$1.5M
|
-$5.25K
|
-25
|
-0.4%
|
|
|
222
|
Wealth Architects
Mountain View,
California
|
$1.48M
|
-$81.7K
|
-389
|
-6%
|
|
|
223
|
Boston Financial Management
Boston,
Massachusetts
|
$1.47M
|
–
|
–
|
–
|
|
|
224
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.47M
|
–
|
–
|
–
|
|
|
225
|
Central Trust Company
Jefferson City,
Missouri
|
$1.44M
|
-$12.8K
|
-61
|
-0.9%
|
|
