|
176
|
CVA Family Office
Denver,
Colorado
|
$2.5M
|
+$509K
|
+17,571
|
+27%
|
|
|
177
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$2.5M
|
-$97.1K
|
-3,350
|
-4%
|
|
|
178
|
Resource Planning Group
Atlanta,
Georgia
|
$2.48M
|
-$7.39K
|
-255
|
-0.3%
|
|
|
179
|
US Financial Advisors
Braintree,
Massachusetts
|
$2.43M
|
+$2.29M
|
+79,149
|
New
|
|
|
180
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$2.41M
|
+$252K
|
+8,676
|
+12%
|
|
|
181
|
Regent Investment Management
Louisville,
Kentucky
|
$2.38M
|
-$125K
|
-4,302
|
-5%
|
|
|
182
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.38M
|
-$148K
|
-5,105
|
-6%
|
|
|
183
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.38M
|
+$249K
|
+8,576
|
+12%
|
|
|
184
|
Homrich & Berg
Atlanta,
Georgia
|
$2.36M
|
+$2.23M
|
+76,903
|
New
|
|
|
185
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$2.35M
|
-$30.2K
|
-1,043
|
-1%
|
|
|
186
|
Evensky & Katz
Coral Gables,
Florida
|
$2.34M
|
-$132K
|
-4,544
|
-6%
|
|
|
187
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.29M
|
+$2.1M
|
+72,295
|
New
|
|
|
188
|
Global Financial Private Client
Sarasota,
Florida
|
$2.27M
|
+$33.4K
|
+1,152
|
+2%
|
|
|
189
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.2M
|
+$132K
|
+4,549
|
+7%
|
|
|
190
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2.19M
|
+$387K
|
+13,336
|
+23%
|
|
|
191
|
QCI Asset Management
Pittsford,
New York
|
$2.15M
|
-$481K
|
-16,598
|
-19%
|
|
|
192
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$2.13M
|
-$577K
|
-19,904
|
-22%
|
|
|
193
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.12M
|
-$4.67K
|
-161
|
-0.2%
|
|
|
194
|
Fagan Associates
Troy,
New York
|
$2.1M
|
-$22.9K
|
-791
|
-1%
|
|
|
195
|
Rakuten Investment Management
Tokyo,
Japan
|
$2.08M
|
–
|
–
|
–
|
|
|
196
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2.08M
|
+$49.1K
|
+1,694
|
+3%
|
|
|
197
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.06M
|
+$73.7K
|
+2,542
|
+4%
|
|
|
198
|
Alpha Capital Management
Austin,
Texas
|
$2.04M
|
-$225K
|
-7,775
|
-10%
|
|
|
199
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.03M
|
+$1.85M
|
+63,966
|
New
|
|
|
200
|
Sunesis Advisors
Overland Park,
Kansas
|
$2M
|
–
|
–
|
–
|
|
