|
301
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.4M
|
+$3.54M
|
+13,071
|
+31%
|
|
|
302
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$15.4M
|
-$519K
|
-1,915
|
-3%
|
|
|
303
|
Klingenstein Fields & Co
New York
|
$15.3M
|
+$11.6M
|
+42,845
|
+350%
|
|
|
304
|
SteelPeak Wealth
Woodland Hills,
California
|
$15.3M
|
-$4.39M
|
-16,174
|
-23%
|
|
|
305
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$15.1M
|
-$847K
|
-3,124
|
-5%
|
|
|
306
|
DeepCurrents Investment Group
New York
|
$15M
|
+$14.6M
|
+53,938
|
New
|
|
|
307
|
Essex Financial Services
Essex,
Connecticut
|
$14.9M
|
+$2.9M
|
+10,691
|
+25%
|
|
|
308
|
GenWealth Group
Maplewood,
New Jersey
|
$14.9M
|
-$1.3M
|
-4,796
|
-8%
|
|
|
309
|
INVST
Indianapolis,
Indiana
|
$14.6M
|
+$14M
|
+51,643
|
New
|
|
|
310
|
Arete Wealth Advisors
Chicago,
Illinois
|
$14.5M
|
+$3.95M
|
+14,581
|
+38%
|
|
|
311
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$14.4M
|
-$349K
|
-1,285
|
-2%
|
|
|
312
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$14.4M
|
+$1.52M
|
+5,597
|
+12%
|
|
|
313
|
Veritable
Wilmington,
Delaware
|
$14.3M
|
-$35.8K
|
-132
|
-0.3%
|
|
|
314
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$14.3M
|
-$590K
|
-2,175
|
-4%
|
|
|
315
|
Requisite Capital Management
Dallas,
Texas
|
$14.2M
|
+$1.31M
|
+4,813
|
+10%
|
|
|
316
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$14.1M
|
+$2.09M
|
+7,709
|
+18%
|
|
|
317
|
AtlasMark Financial
Austin,
Texas
|
$13.9M
|
–
|
–
|
–
|
|
|
318
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$13.9M
|
-$2.17M
|
-8,000
|
-14%
|
|
|
319
|
Taikang Asset Management (HK)
Hong Kong
|
$13.9M
|
-$669K
|
-2,468
|
-5%
|
|
|
320
|
Certuity
North Palm Beach,
Florida
|
$13.8M
|
+$5.38M
|
+19,826
|
+66%
|
|
|
321
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$13.8M
|
-$847K
|
-3,123
|
-6%
|
|
|
322
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$13.8M
|
-$111K
|
-411
|
-0.8%
|
|
|
323
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$13.7M
|
+$11.4M
|
+41,987
|
+570%
|
|
|
324
|
Verde Capital Management
Clarkston,
Michigan
|
$13.6M
|
+$640K
|
+2,360
|
+5%
|
|
|
325
|
HoyleCohen
San Diego,
California
|
$13.6M
|
-$67.8K
|
-250
|
-0.5%
|
|
