|
201
|
PDS Planning
Dublin,
Ohio
|
$12.2M
|
+$184K
|
+1,720
|
+2%
|
|
|
202
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$12.2M
|
-$3.5M
|
-32,726
|
-22%
|
|
|
203
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$12.1M
|
+$147K
|
+1,377
|
+1%
|
|
|
204
|
Alesco Advisors
Pittsford,
New York
|
$12M
|
+$338K
|
+3,163
|
+3%
|
|
|
205
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$11.9M
|
+$2.23M
|
+20,884
|
+23%
|
|
|
206
|
DOHJ LLC
Seattle,
Washington
|
$11.8M
|
+$561K
|
+5,246
|
+5%
|
|
|
207
|
Private Advisor Group
Morristown,
New Jersey
|
$11.7M
|
-$1.39M
|
-13,016
|
-11%
|
|
|
208
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$11.7M
|
-$3.83M
|
-35,796
|
-25%
|
|
|
209
|
Rinkey Investments
San Diego,
California
|
$11.4M
|
+$1.19M
|
+11,115
|
+12%
|
|
|
210
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$11.3M
|
-$36K
|
-337
|
-0.3%
|
|
|
211
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$11.2M
|
+$1.05M
|
+9,856
|
+10%
|
|
|
212
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$11.2M
|
+$280K
|
+2,624
|
+3%
|
|
|
213
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.1M
|
+$191K
|
+1,784
|
+2%
|
|
|
214
|
One Wealth Advisors
San Francisco,
California
|
$11.1M
|
+$2.44M
|
+22,814
|
+28%
|
|
|
215
|
Wavelength Capital Management
Westport,
Connecticut
|
$10.9M
|
+$1.25M
|
+11,700
|
+13%
|
|
|
216
|
Choreo LLC
Rockford,
Illinois
|
$10.7M
|
-$12.2M
|
-113,731
|
-53%
|
|
|
217
|
Relative Value Partners Group
|
$10.6M
|
+$1.39M
|
+12,968
|
+15%
|
|
|
218
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.6M
|
-$318K
|
-2,973
|
-3%
|
|
|
219
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$10.6M
|
-$19.1K
|
-179
|
-0.2%
|
|
|
220
|
Oakwell Private Wealth Management
Austin,
Texas
|
$10.6M
|
-$2.03M
|
-19,043
|
-16%
|
|
|
221
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$10.4M
|
–
|
–
|
–
|
|
|
222
|
Opus Capital Group
Cincinnati,
Ohio
|
$10.4M
|
+$31.5K
|
+295
|
+0.3%
|
|
|
223
|
|
$10.1M
|
-$502K
|
-4,700
|
-5%
|
|
|
224
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$10M
|
-$468K
|
-4,380
|
-4%
|
|
|
225
|
Orin Green Financial
San Diego,
California
|
$9.97M
|
+$366K
|
+3,429
|
+4%
|
|
