|
201
|
Bogart Wealth LLC
Mclean,
Virginia
|
$18.1M
|
+$310K
|
+11,709
|
+2%
|
|
|
202
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$17.9M
|
+$2.93M
|
+110,885
|
+22%
|
|
|
203
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$17.8M
|
+$954K
|
+36,068
|
+6%
|
|
|
204
|
Ackerman Capital Advisors
Dallas,
Texas
|
$17.8M
|
-$350K
|
-13,242
|
-2%
|
|
|
205
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.6M
|
+$3.23M
|
+122,024
|
+25%
|
|
|
206
|
Equitable Holdings
New York
|
$17.6M
|
-$1.5M
|
-56,755
|
-9%
|
|
|
207
|
|
$17.4M
|
+$2.31M
|
+87,317
|
+17%
|
|
|
208
|
B&D White Capital Company
Lakeway,
Texas
|
$17.2M
|
-$27.2M
|
-1,029,811
|
-64%
|
|
|
209
|
WealthShield Partners
Cary,
North Carolina
|
$17M
|
-$16.5K
|
-624
|
-0.1%
|
|
|
210
|
Donaldson Capital Management
Evansville,
Indiana
|
$16.9M
|
+$2.45M
|
+92,703
|
+19%
|
|
|
211
|
Skyline Advisors
Bellingham,
Washington
|
$16.5M
|
+$166K
|
+6,278
|
+1%
|
|
|
212
|
Allworth Financial
Folsom,
California
|
$16.4M
|
-$3.83K
|
-145
|
-0%
|
|
|
213
|
|
$16.2M
|
+$2.63M
|
+99,506
|
+22%
|
|
|
214
|
Leo Wealth LLC
Hurst,
Texas
|
$16.2M
|
+$14.6M
|
+553,870
|
New
|
|
|
215
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$16M
|
+$1.17M
|
+44,264
|
+9%
|
|
|
216
|
Kaizen Financial Strategies
Campbell,
California
|
$15.6M
|
+$181K
|
+6,844
|
+1%
|
|
|
217
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$15.4M
|
-$148K
|
-5,580
|
-1%
|
|
|
218
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$15.4M
|
+$644K
|
+24,374
|
+5%
|
|
|
219
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$15.3M
|
+$629K
|
+23,792
|
+5%
|
|
|
220
|
Gill Capital Partners
Denver,
Colorado
|
$15.3M
|
-$180K
|
-6,807
|
-1%
|
|
|
221
|
Payne Capital Management
New York
|
$15.3M
|
-$53.1K
|
-2,007
|
-0.4%
|
|
|
222
|
Certuity
North Palm Beach,
Florida
|
$15.2M
|
-$1.44M
|
-54,392
|
-9%
|
|
|
223
|
Lido Advisors
Los Angeles,
California
|
$15.2M
|
-$57.6M
|
-2,179,465
|
-81%
|
|
|
224
|
One Capital Management
Westlake Village,
California
|
$15.2M
|
-$4.8M
|
-181,504
|
-26%
|
|
|
225
|
ProVise Management Group
Clearwater,
Florida
|
$15.1M
|
-$460K
|
-17,411
|
-3%
|
|
