|
201
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.87M
|
-$35.7K
|
-515
|
-0.9%
|
|
|
202
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.84M
|
-$247K
|
-3,564
|
-6%
|
|
|
203
|
Integrated Advisors Network
Dallas,
Texas
|
$3.83M
|
+$302K
|
+4,358
|
+8%
|
|
|
204
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$3.79M
|
+$98.2K
|
+1,415
|
+3%
|
|
|
205
|
Tortoise Investment Management
White Plains,
New York
|
$3.77M
|
-$75K
|
-1,080
|
-2%
|
|
|
206
|
Manuka Financial
Richmond,
Virginia
|
$3.76M
|
+$3.95M
|
+56,887
|
New
|
|
|
207
|
KFA Private Wealth Group
Tysons,
Virginia
|
$3.75M
|
+$1.28M
|
+18,498
|
+48%
|
|
|
208
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$3.74M
|
-$34.6K
|
-499
|
-0.9%
|
|
|
209
|
Soltis Investment Advisors
St. George,
Utah
|
$3.67M
|
+$625
|
+9
|
+0%
|
|
|
210
|
AllGen Financial Advisors
Orlando,
Florida
|
$3.65M
|
+$3.83M
|
+55,218
|
New
|
|
|
211
|
CGN Advisors
Manhattan,
Kansas
|
$3.63M
|
+$539K
|
+7,759
|
+16%
|
|
|
212
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.51M
|
-$847K
|
-12,206
|
-19%
|
|
|
213
|
Catalyst Private Wealth
San Mateo,
California
|
$3.49M
|
+$3.47K
|
+50
|
+0.1%
|
|
|
214
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3.46M
|
-$20.2K
|
-291
|
-0.6%
|
|
|
215
|
Everest Management Corp
Cupertino,
California
|
$3.42M
|
+$3.59M
|
+51,676
|
New
|
|
|
216
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.4M
|
+$3.57M
|
+51,423
|
New
|
|
|
217
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$3.4M
|
–
|
–
|
–
|
|
|
218
|
Mercer Global Advisors
Denver,
Colorado
|
$3.38M
|
-$1.11M
|
-15,935
|
-24%
|
|
|
219
|
Rather & Kittrell
Knoxville,
Tennessee
|
$3.32M
|
-$159K
|
-2,291
|
-4%
|
|
|
220
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.31M
|
+$1.58M
|
+22,827
|
+84%
|
|
|
221
|
Manning & Napier Advisors
Fairport,
New York
|
$3.29M
|
+$137K
|
+1,970
|
+4%
|
|
|
222
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$3.29M
|
–
|
–
|
–
|
|
|
223
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$3.28M
|
+$275K
|
+3,959
|
+9%
|
|
|
224
|
Avantax Advisory Services
Dallas,
Texas
|
$3.26M
|
-$351K
|
-5,050
|
-9%
|
|
|
225
|
Gryphon Financial Partners
Columbus,
Ohio
|
$3.23M
|
+$23K
|
+331
|
+0.7%
|
|
