|
201
|
CCG Wealth Management
San Diego,
California
|
$12.4M
|
-$157K
|
-7,545
|
-1%
|
|
|
202
|
Meridian Wealth Management
Lexington,
Kentucky
|
$12.3M
|
-$96.8K
|
-4,651
|
-0.8%
|
|
|
203
|
Perigon Wealth Management
San Francisco,
California
|
$12.3M
|
-$121K
|
-5,827
|
-1%
|
|
|
204
|
Power Wealth Management
Alpharetta,
Georgia
|
$12.2M
|
+$291K
|
+13,965
|
+3%
|
|
|
205
|
Seneca Financial Advisors
Rochester,
New York
|
$12.1M
|
+$306K
|
+14,701
|
+3%
|
|
|
206
|
Bell Investment Advisors
Oakland,
California
|
$12.1M
|
-$305K
|
-14,670
|
-3%
|
|
|
207
|
Lido Advisors
Los Angeles,
California
|
$12M
|
+$4.21K
|
+202
|
+0%
|
|
|
208
|
Envision Financial
Brookfield,
Wisconsin
|
$12M
|
+$34.5K
|
+1,655
|
+0.3%
|
|
|
209
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$12M
|
+$35.3K
|
+1,694
|
+0.3%
|
|
|
210
|
SigFig Wealth Management
San Francisco,
California
|
$11.9M
|
-$526K
|
-25,282
|
-4%
|
|
|
211
|
Brightwater Advisory
Tampa,
Florida
|
$11.9M
|
-$21.9K
|
-1,054
|
-0.2%
|
|
|
212
|
Kestra Advisory Services
Austin,
Texas
|
$11.8M
|
+$1.76M
|
+84,600
|
+19%
|
|
|
213
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$11.8M
|
-$19.3K
|
-929
|
-0.2%
|
|
|
214
|
|
$11.8M
|
-$2.09M
|
-100,356
|
-16%
|
|
|
215
|
White & Co Financial Planning
Sunnyside,
Washington
|
$11.7M
|
-$337K
|
-16,165
|
-3%
|
|
|
216
|
AQR Capital Management
Greenwich,
Connecticut
|
$11.7M
|
+$3.14M
|
+150,724
|
+40%
|
|
|
217
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$11.6M
|
+$652K
|
+31,325
|
+6%
|
|
|
218
|
Creekside Partners
Petaluma,
California
|
$11.6M
|
+$21.8K
|
+1,049
|
+0.2%
|
|
|
219
|
Leeward Financial Partners
Bellevue,
Washington
|
$11.6M
|
+$4.31M
|
+207,153
|
+65%
|
|
|
220
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$11.6M
|
-$441K
|
-21,185
|
-4%
|
|
|
221
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$11.6M
|
-$209K
|
-10,036
|
-2%
|
|
|
222
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$11.5M
|
+$49.5K
|
+2,379
|
+0.5%
|
|
|
223
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$11.4M
|
-$1.11M
|
-53,132
|
-9%
|
|
|
224
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$11.3M
|
+$223K
|
+10,692
|
+2%
|
|
|
225
|
Zhang Financial
Portage,
Michigan
|
$11.3M
|
+$1.52M
|
+73,062
|
+17%
|
|
