|
201
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$636K
|
–
|
–
|
–
|
|
|
202
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$626K
|
+$164K
|
+1,067
|
+36%
|
|
|
203
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$625K
|
+$2.46K
|
+16
|
+0.4%
|
|
|
204
|
Kestra Advisory Services
Austin,
Texas
|
$625K
|
+$9.84K
|
+64
|
New
|
|
|
205
|
Parametric Portfolio Associates
Seattle,
Washington
|
$624K
|
+$43.7K
|
+284
|
+8%
|
|
|
206
|
Bellecapital
Zurich,
Switzerland
|
$620K
|
-$132K
|
-861
|
-18%
|
|
|
207
|
VERITY Wealth Advisors
Sausalito,
United States
|
$590K
|
–
|
–
|
–
|
|
|
208
|
Parsons Capital Management
Providence,
Rhode Island
|
$581K
|
–
|
–
|
–
|
|
|
209
|
SkyOak Wealth
Southfield,
Michigan
|
$578K
|
-$29.2K
|
-190
|
-5%
|
|
|
210
|
Montag & Associates
Atlanta,
Georgia
|
$575K
|
–
|
–
|
–
|
|
|
211
|
Grimes & Company
Westborough,
Massachusetts
|
$570K
|
-$347K
|
-2,259
|
-38%
|
|
|
212
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$570K
|
-$22.8K
|
-148
|
-4%
|
|
|
213
|
Summit Financial Group
Moorefield,
West Virginia
|
$568K
|
-$38.5K
|
-250
|
-6%
|
|
|
214
|
Concentric Wealth Management
Lafayette,
California
|
$561K
|
–
|
–
|
–
|
|
|
215
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$543K
|
-$340K
|
-2,208
|
-39%
|
|
|
216
|
Private Ocean
San Rafael,
California
|
$543K
|
–
|
–
|
–
|
|
|
217
|
Iconiq Capital
San Francisco,
California
|
$542K
|
+$1.08K
|
+7
|
+0.2%
|
|
|
218
|
|
$538K
|
-$1.54M
|
-10,031
|
-74%
|
|
|
219
|
Plancorp LLC
Saint Louis,
Missouri
|
$526K
|
–
|
–
|
–
|
|
|
220
|
Pinnacle Associates
New York
|
$523K
|
-$17.8K
|
-116
|
-3%
|
|
|
221
|
Naples Global Advisors
Naples,
Florida
|
$515K
|
+$26.9K
|
+175
|
+6%
|
|
|
222
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$506K
|
–
|
–
|
–
|
|
|
223
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$501K
|
+$494K
|
+3,214
|
New
|
|
|
224
|
USA Financial Formulas
Ada,
Michigan
|
$490K
|
+$472K
|
+3,071
|
+3,988%
|
|
|
225
|
Bank of Marin
Novato,
California
|
$486K
|
–
|
–
|
–
|
|
