|
201
|
NexWave Capital Partners
New York
|
$8.25M
|
–
|
–
|
–
|
|
|
202
|
Tiedemann Advisors
New York
|
$8.25M
|
+$8.51M
|
+66,800
|
New
|
|
|
203
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$8.25M
|
+$8.53M
|
+66,950
|
New
|
|
|
204
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$8.12M
|
+$207K
|
+1,624
|
+3%
|
|
|
205
|
Creative Planning
Overland Park,
Kansas
|
$7.98M
|
-$821K
|
-6,443
|
-9%
|
|
|
206
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.9M
|
+$7.58M
|
+59,488
|
+1,337%
|
|
|
207
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.82M
|
+$520K
|
+4,079
|
+7%
|
|
|
208
|
Alexandria Capital
Arlington,
Virginia
|
$7.73M
|
-$2.05M
|
-16,105
|
-20%
|
|
|
209
|
Boys Arnold & Co
Asheville,
North Carolina
|
$7.66M
|
+$483K
|
+3,790
|
+7%
|
|
|
210
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$7.62M
|
+$2.23M
|
+17,473
|
+39%
|
|
|
211
|
Neuberger Berman Group
New York
|
$7.61M
|
+$4.04M
|
+31,673
|
+106%
|
|
|
212
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$7.54M
|
+$7.78M
|
+61,077
|
New
|
|
|
213
|
Vision Capital Management
Portland,
Oregon
|
$7.41M
|
-$432K
|
-3,387
|
-5%
|
|
|
214
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.35M
|
+$7.58M
|
+59,493
|
New
|
|
|
215
|
Wealthspire Advisors (New York)
New York
|
$7.28M
|
+$4.52M
|
+35,492
|
+151%
|
|
|
216
|
IFP Advisors
Tampa,
Florida
|
$7.2M
|
-$1.37M
|
-10,758
|
-15%
|
|
|
217
|
Venturi Wealth Management
Austin,
Texas
|
$7.09M
|
-$28M
|
-219,400
|
-79%
|
|
|
218
|
AdvicePeriod
Los Angeles,
California
|
$7.08M
|
-$480K
|
-3,765
|
-6%
|
|
|
219
|
PFS Investments
Duluth,
Georgia
|
$7.05M
|
+$4.72M
|
+37,038
|
+185%
|
|
|
220
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$6.93M
|
+$478K
|
+3,753
|
+7%
|
|
|
221
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$6.93M
|
-$4.01M
|
-31,494
|
-36%
|
|
|
222
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.86M
|
+$468K
|
+3,671
|
+7%
|
|
|
223
|
Regal Wealth Group
Seal Beach,
California
|
$6.58M
|
-$2.74M
|
-21,505
|
-29%
|
|
|
224
|
Blue Edge Capital
Richmond,
Virginia
|
$6.56M
|
+$6.77M
|
+53,140
|
New
|
|
|
225
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.55M
|
-$303K
|
-2,377
|
-4%
|
|
