|
301
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$17.2M
|
+$2.95M
|
+9,223
|
+21%
|
|
|
302
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17.1M
|
+$2.12M
|
+6,637
|
+14%
|
|
|
303
|
Aft Forsyth & Sober
Valrico,
Florida
|
$17M
|
+$8.39M
|
+26,225
|
+97%
|
|
|
304
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$17M
|
-$2.25M
|
-7,042
|
-12%
|
|
|
305
|
|
$16.8M
|
-$53.1M
|
-166,028
|
-76%
|
|
|
306
|
Lido Advisors
Los Angeles,
California
|
$16.8M
|
+$2.27M
|
+7,088
|
+16%
|
|
|
307
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$16.7M
|
-$3.5M
|
-10,956
|
-17%
|
|
|
308
|
Main Management Fund Advisors
San Francisco,
California
|
$16.6M
|
+$16.7M
|
+52,100
|
New
|
|
|
309
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$16.6M
|
+$1.27M
|
+3,981
|
+8%
|
|
|
310
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$16.6M
|
-$61.7K
|
-193
|
-0.4%
|
|
|
311
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$16.6M
|
+$3.63M
|
+11,348
|
+17%
|
|
|
312
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$16.5M
|
-$48.6K
|
-152
|
-0.3%
|
|
|
313
|
Verde Capital Management
Clarkston,
Michigan
|
$16.5M
|
+$1.22M
|
+3,821
|
+8%
|
|
|
314
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$16.5M
|
-$790K
|
-2,470
|
-5%
|
|
|
315
|
PFG Advisors
Phoenix,
Arizona
|
$16.4M
|
+$5.42M
|
+16,958
|
+36%
|
|
|
316
|
Portfolio Strategies
Monsey,
New York
|
$16.3M
|
+$14.4K
|
+45
|
+0.1%
|
|
|
317
|
WC Walker & Associates
Fullerton,
California
|
$16.2M
|
-$509K
|
-1,593
|
-3%
|
|
|
318
|
Triton Wealth Management
Sun City,
Arizona
|
$16.2M
|
+$319K
|
+999
|
+2%
|
|
|
319
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$16.2M
|
-$529K
|
-1,655
|
-3%
|
|
|
320
|
Humankind Investments
New York
|
$16.2M
|
–
|
–
|
–
|
|
|
321
|
AtlasMark Financial
Austin,
Texas
|
$16M
|
–
|
–
|
–
|
|
|
322
|
Clal Insurance
Tel-Aviv,
Israel
|
$16M
|
+$3.54M
|
+11,070
|
+28%
|
|
|
323
|
Garde Capital
Seattle,
Washington
|
$15.9M
|
-$1.35M
|
-4,209
|
-8%
|
|
|
324
|
Roundview Capital
Princeton,
New Jersey
|
$15.5M
|
+$28.5K
|
+89
|
+0.2%
|
|
|
325
|
Global Retirement Partners
San Rafael,
California
|
$15.5M
|
-$2.14M
|
-6,688
|
-12%
|
|
